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

US equities stumbled into the end of the week after a brutal day Thursday. Narratives abound, but given how overbought global equities had gotten, we are skeptical to push explanation beyond that. What we’re less skeptical about is the ongoing disease burden of COVID-19, the accomodative stance of monetary policy, and the slow improvement of the US economy over the last few weeks. We discuss all of this as well as updating the outlook for the election in this week’s Bespoke Report.

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