This week’s Bespoke Report newsletter is now available for members.

The US equity market closed out this week right at the line in the sand that has snuffed out two prior attempts at sustaining the post-March rally. That sets up a huge next week as earnings reports start to really flow while the Federal Reserve debates yield curve control and Congress has to reckon with the expiry of large unemployment benefits which may threaten consumer spending. Meanwhile COVID continues to spread in the background, forcing a narrative reckoning across price and policy. We discuss in detail along with reviews of recent sentiment indicators, economic data, political polling, and the start of earnings season in this week’s Bespoke Report.

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