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Nearly all of the major US equity indices we track have made it back to new highs as the stock market has had about as good of a first half of August as you could ask for.  In this week’s Bespoke Report newsletter for subscribers, we highlight a number of data points that bulls can hang their hats on, but there are also a few readings that warrant caution.

Along with our unique market analysis, we also dive into this week’s economic data and what it means for the rest of 2026 and beyond.  Did this week’s inflation data and a number of readings on the consumer change any opinions at the Fed?  Is the three-headed monster of rates, oil, and the dollar causing us to worry?  You’ll have to read the full report to find out!  Simply start a trial to any of our membership levels to give it a read over your weekend coffee.  We hope you enjoy it!