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 review the bull market turning two, sector performance driving the rally, earnings season, the election, sentiment, and much more.
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform has to offer, start a two-week trial to Bespoke Premium. In this week’s report, we review the start of earnings season in the US as elections start to become a real focus rather than background noise. We also discuss weakness in Germany, strength in US labor markets (despite a shock from hurricane Helene in data this week), a breakout for AI stocks, strong GDP growth, this week’s inflation data, and much more.
This week’s Bespoke Report is an updated version of our “Pros and Cons” edition for Q4 2024.
With this report, you’re able to get a complete picture of the bull and bear case for US stocks right now. It’s heavy on graphics and light on text, but we let the charts and tables do the talking!
On page three of the report, you’ll see a full list of the pros and cons that we lay out. Slides for each topic are then provided on page four and beyond.
To read this report and access everything else Bespoke’s research platform has to offer, sign up for Bespoke’s 50/20 special today. Our 50/20 special gets you a full year of Premium for half off, then 20% off per month after the first year. SIGN UP HERE.
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform has to offer, start a two-week trial to Bespoke Premium. This week we look at AI stock performance after Micron (MU) earnings this week, the huge week for policy in China, central bank activity around the world, a strong backdrop for the consumer despite weak sentiment, falling inflation, developments in commodities, and renewables stocks.
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform has to offer, start a two-week trial to Bespoke Premium.
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform has to offer, start a two-week trial to Bespoke Premium.
