This week’s Bespoke Report newsletter is now available for members.
It was another bout of Friday selling which took stocks to new two week lows this week, led lower by banks in the wake of Federal Reserve stress tests that limited buybacks and dividends. In the background, surging case counts across the US Sunbelt are driving market concern over how the virus can be contained along with the impact on the economy. We take a look at the outlook for the economy and markets in depth, as well as reviewing the US political and policy outlook in this week’s Bespoke Report.
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