This week’s Bespoke Report newsletter is now available for members.
Before we get started with a preview of our weekly market recap, below we highlight recent performance across a wide range of ETFs representing various asset classes, national equity markets, and US sectors or indices.
Summer trading means a grind higher around the world. Europe hasn’t had a red day in two weeks, while the US earnings season has been as strong versus expectations as any in the past 20 years so far. We discuss the massive beat rates being recorded across the US earnings landscape, record guidance raises, the impact of the Delta variant versus vaccines both in the US and around the world, an inflection point in numerous sentiment indices, potential bottoming out in US housing inventory, sentiment analysis powered by search trends, the fiscal impact of the infrastructure bill, soaring cryptocurrency prices, the partisan divides visible in economic data, and more. To read the report and access everything else Bespoke’s research platform has to offer, start a two-week free trial to one of our three membership levels.