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

There were a lot of convulsive headlines this week, ranging from Hurricane Ida to the Supreme Court to China to the Delta variant, but markets broadly yawned at events thrown their way. Even a massive miss from payrolls on Friday morning couldn’t derail the slow and steady grind that the US equity markets have trended on for the past several months. That steady grind is also impressive given the huge wave of hawkish Fed speakers in August and the very high likelihood of a taper starting before the end of the year.

In this week’s Bespoke Report, we cover a lot of different topics.  Among them:

  • Q3 performance drivers.
  • The state of COVID in the United States.
  • Very low real rates compared to prior economic recoveries.
  • The hawkish August in Fedspeak and outlook for tapering.
  • Easy financial conditions.
  • The US auto industry.
  • Policy and political developments in China.
  • EM’s breakout.
  • German elections.
  • Earnings Triple Plays.
  • And so much more!

To read this week’s full Bespoke Report newsletter and access everything else Bespoke’s research platform has to offer, start a two-week trial to one of our three membership levels.

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