This week’s Bespoke Report newsletter is now available for members.
This week’s Bespoke Report is our Macro Quarterly summary of big trends from around the global economy and financial markets. We review recent policy decisions from the Fed and other global central banks, the recent massive shocks to energy markets and what comes next for those commodities, supply shortages in other contexts…and how the global economy may respond to these large swings driven by changing consumer demand, policy stimulus, and the COVID pandemic. We also review October labor market data from the BLS’ employment situation report, and the current high-level backdrop for US equity markets.
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