The Bespoke Report – 3/21/25 – Global Macro Update

To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium.  In this week’s report, we offer a top-down look at the three huge trends driving global markets and economies as the first quarter of 2025 comes to a close. We review developments and trends across the three major global economies as well as drivers of recent shifts across assets, and what the developments of the last couple of months imply for the future.  Don’t miss it!

The Bespoke Report — 3/7/25

To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium.  In this week’s report, we break down the market’s steep drop since it peaked a few weeks ago and see how internals and fundamentals are holding up.  Give it a read!

The Bespoke Report – 2/28/25 – Uncertainty Reigns

To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium.  In this week’s report, we look at the rising tide of uncertainty reported by factories and consumers, the outlook for growth in the rest of the first quarter, the message companies are sending in earnings this season, recent cross-asset price trends, and much more!  Don’t miss it.