This week’s Bespoke Report newsletter is now available for members.
The Federal Reserve is trying to engineer tighter financial conditions, and investors that don’t heed the commitment to avoiding an early pivot laid down by Chair Powell today will be on the wrong side of the aggressive Fed. We talk about the hawkish tilt in Fed speakers, underperformance of both stocks and bonds this year, commodity markets and how they impact the dollar, euro parity, stock exposure to the buck, European power markets, technical readings from major equity markets around the world, recent sentiment analysis, a full recap of US economic data released this week as well as global indicators, analysis of the rapidly shifting political backdrop ahead of US midterms, and much more in this week’s Bespoke Report.
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