The Bespoke Report – 3/19/21 – Fed On Hold, Bonds Being Bold

While there’s been a lot of focus on the potential impact of rising interest rates on equity markets of late, we take a step back to look at the tale of the tape this week and why another asset class that is starting to move may be more worthy of attention than interest rates. We also discuss commodities, what Google Trends tell us about the economy and markets, review central bank decisions this week including a deep dive into the FOMC, and look back over the past six months of markets to a key turning point we call “the Big Shift”.

We also discuss US economic data, sentiment measures of the US market and global economy more broadly, global equity market performance, and more in this week’s Bespoke Report.

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