Mar 3, 2023
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If you’re confused, join the club. Sweat is beading up on the foreheads of investors on both sides of the bull-bear debate lately. There are enough bearish headlines out there to make anyone question why in the world they would ever want to own stocks. Meanwhile, just as it seems as though the market is about to break down, Thursday and Friday happen. Seems to us like the market is doing its job!
In honor of Dr. Seuss’ 119th birthday this week, we thought it would be fun to write a description of the stock market channeling his writing style. With a tool like ChatGPT, we figured it would be easy enough. Unfortunately, the results were lacking, so in the spirit of Napolean Bonaparte who once said, “If you want a thing done well, do it yourself,” we did just that. We’ll let you judge for yourself if it was done ‘well’! But if you’re short on time this weekend, the story will tell you all you need to know about the stock market.
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Feb 24, 2023
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It was another busy data week with Friday’s personal consumption expenditures inflation data delivering another painfully high reading. Earnings also wrapped up after a busy six weeks of results. We discuss index performance in the US, Asia, and Europe, dive deep into earnings results, break down movements in the dollar, discuss shifts in interest rates, and break down all the major data releases this week in the context of the hawkish Federal Reserve.
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Feb 17, 2023
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In this week’s newsletter, we’ve updated our Equity Market Risk Gauge for the month of February, and we also take a look at market technicals, healthy earnings, crazy inflation stats, interest rate movements, and what’s on tap for the coming weeks.
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Feb 10, 2023
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While the market is still right in the thick of earnings season, it was a quiet week in terms of news and macro data. After the deluge of both earnings reports and economic data to kick off February, and ahead of next week’s busy slate, investors could use a break. With the vacuum of info, though, investors chose to focus on the looming inflation report next week and expectations for a big jump relative to December’s deflationary reading. Based on the surge in rates, especially at the short end of the curve, investors are bracing for a hot number.
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Feb 3, 2023
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In a blockbuster week for labor market data, the FOMC slowed the pace of rate hikes further but kept trying to talk tough about the outlook for rates. Equity, foreign exchange, and credit markets had different ideas both in the US and around the world. We dive deep into quarterly data on wages and productivity, monthly jobs numbers from the blockbuster Employment Situation Report today, PMI data from around the world economy, and other tidbits from the data this week. Earnings are also underway, and we provide qualitative and quantitative highlights from earnings results on both sides of the Atlantic this week.
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Jan 27, 2023
This week’s Bespoke Report newsletter is now available for members.
In this week’s newsletter, we’ve updated our Equity Market Risk Gauge for the month of January, and we also take a look at market technicals, improving internals, international equity market outperformance, interest rate movements, and next week’s upcoming FOMC meeting.
To see our updated Equity Risk Gauge and access everything else Bespoke’s research platform has to offer, join Bespoke Institutional and get half off for the first three months!
