May 8, 2026
The S&P has continued to leg higher in a picture-perfect breakout that now looks less like a “V” and more like a checkmark.
The market is now very extended and overbought, but when these type of rallies into uncharted territory eventually cool off, a new trading range is usually established at higher levels. It’s what long-term bulls want to see.
We cover everything going on across markets and the economy in this week’s Bespoke Report newsletter.
To read this week’s newsletter and gain access to the rest of Bespoke’s daily research, start a 30-day trial to one of our three unique membership levels. CLICK HERE to sign up today!
May 1, 2026
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. This week, we are sending out our Global Macro Update deck instead of our traditional Bespoke Report. This report is filled with dozens of charts reviewing the current state of the global economy and where it’s headed next. Our two biggest areas of focus are the AI boom and the war in Iran. We discuss a range of trade ideas based on those two themes as well as the outlook for the global economy writ large and the Federal Reserve going forward. Give it a read!
Apr 24, 2026
It’s been an incredible move off the lows from less than a month ago as certain areas of the market have seen historic rallies ahead of a busy week of earnings and economic data next week. How much more gas does the market have in its tank as some areas of the world worry about running out of oil? We cover it all in this week’s Bespoke Report.
To read this week’s newsletter and gain access to the rest of Bespoke’s daily research, start a 30-day trial to one of our three unique membership levels. CLICK HERE to sign up today!
Apr 17, 2026
The S&P 500 fell more than 1% in each of the four full trading weeks of March, but the index has now risen 3%+ in each of the last three weeks.
The sharp move higher has left the index at fresh all-time highs.
In this week’s Bespoke Report, we cover the snapback rally that we’ve seen and how prior rapid reversals like this have eventually played out.
We also take a look at the upcoming earnings season, positive economic data, and the recent outperformance for international markets.
To read this week’s newsletter and gain access to the rest of Bespoke’s daily research, start a 30-day trial to one of our three unique membership levels. CLICK HERE to sign up today!
Apr 10, 2026
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. Hormuz remained closed this week but markets are working very hard to look past that fact given the huge surge in stocks and drop in energy futures. We go through the week’s chaotic headlines in detail, but keep our eye on other equity market drivers as well: economic data in the US and abroad, risk premiums (and return potential) offered by US stocks and bonds, the very strong performance of emerging markets, and the inflation outlook including the critical question of whether inflation expectations will remain anchored amidst this latest shock to consumer prices.
Apr 2, 2026
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. This week’s report comes a day early as the market is closed in observance of Good Friday. In this week’s report, we cover the market’s handcuff to oil prices, market performance during Q1, the extraordinary moves in the Energy sector, economic data since the war started, seasonality, and much more.
