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

Markets and economic data are starting focus more tightly on rising inflation. Energy prices are soaring, industrial metals are at record levels, and employers are faced with an avalanche of quits and job openings. But supply responses are underway, with oil rigs spinning up, natural gas output rising, and millions of Americans piling into the labor market to meet the demand for workers. Earnings are also starting off strong this season with much better results from Wall Street trading firms and less cost of credit from money center banks. Consumer goods are also rolling in from China as the bilateral trade deficit reported by that country this week. We discuss all of this and more in this week’s Bespoke Report.

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