Oct 8, 2021
This week’s Bespoke Report newsletter is now available for members.
After some rocky trading to kick off the month, it was hard for many to believe that the S&P 500 was actually up over 2% in the first full week of October. Regardless of how it got there, a win is a win no matter how messy it was. Despite the rally to kick-off October, the S&P 500 finished the week right around 3% from its record closing high on September 2nd.
Some people reading this are enjoying a three-day weekend in observance of Columbus Day on Monday, but the market will be open on Monday, and investors will be looking for major US indices to show some signs of which way they plan to break out of the current state of limbo we find ourselves in heading into the weekend. Will earnings season be the catalyst to get stocks back to their recent highs, or will the fact that this week’s rally ran out of steam just shy of the 50-day moving average end up, in retrospect, being the beginning of a new leg lower?
In this week’s Bespoke Report, we’ll look to shed some light on these questions as well as recap some of the key trends facing the market. There are a ton of insights on both markets and the economy in this week’s newsletter, and you can read it now with a two-week trial to our subscription service — Bespoke Premium. Click here to learn more about Bespoke Premium and start a two-week trial if you’re interested.
Oct 1, 2021
This week’s Bespoke Report newsletter is now available for members.
September 2021 ended with a thud this week with the S&P 500 falling 1.2% on the last trading day of the month. The turn of the calendar to October marked a turning point for the market as well, as the S&P rose 1.15% on the first day of the month to close out the trading week. This week’s Bespoke Report looks closely at the recent action in leading groups and sectors like the semiconductors and the transports. We also check in on the economy as the Delta wave recedes. There are a ton of insights on both markets and the economy in this week’s newsletter, and you can read it now with a two-week trial to our subscription service — Bespoke Premium. Click here to learn more about Bespoke Premium and start a two-week trial if you’re interested.
Sep 24, 2021
This week’s Bespoke Report newsletter is now available for members.
Whether you look at the earnings outlook, macroeconomic data, or the policy backdrop, we’ve reached a turning point in the trends that have defined the recovery from the COVID recession. We discuss all in detail in the latest edition of The Bespoke Report along with analysis of inflation and the ten year yield, cryptocurrencies, an update on our Death By Amazon and Amazon Survivors indices, events in China this week, housing market data this week, analysis of the Federal Reserves Q2 Flow of Funds report, and more.
To read this week’s full Bespoke Report newsletter and access everything else Bespoke’s research platform has to offer, start a two-week trial to one of our three membership levels.
Sep 17, 2021
This week’s Bespoke Report newsletter is now available for members.
It hasn’t happened very often this year but early Friday afternoon the S&P 500 was on pace to close below its 50-day moving average. A close below the 50-DMA is not something that market technicians like to see.
To read this week’s full Bespoke Report newsletter and access everything else Bespoke’s research platform has to offer, start a two-week trial to one of our three membership levels.
Sep 10, 2021
This week’s Bespoke Report newsletter is now available for members.
Below we highlight recent performance across a wide range of ETFs representing various asset classes, national equity markets, and US sectors or indices.
To read this week’s full Bespoke Report newsletter and access everything else Bespoke’s research platform has to offer, start a two-week trial to one of our three membership levels.
Sep 3, 2021
This week’s Bespoke Report newsletter is now available for members.
There were a lot of convulsive headlines this week, ranging from Hurricane Ida to the Supreme Court to China to the Delta variant, but markets broadly yawned at events thrown their way. Even a massive miss from payrolls on Friday morning couldn’t derail the slow and steady grind that the US equity markets have trended on for the past several months. That steady grind is also impressive given the huge wave of hawkish Fed speakers in August and the very high likelihood of a taper starting before the end of the year.
In this week’s Bespoke Report, we cover a lot of different topics. Among them:
- Q3 performance drivers.
- The state of COVID in the United States.
- Very low real rates compared to prior economic recoveries.
- The hawkish August in Fedspeak and outlook for tapering.
- Easy financial conditions.
- The US auto industry.
- Policy and political developments in China.
- EM’s breakout.
- German elections.
- Earnings Triple Plays.
- And so much more!
To read this week’s full Bespoke Report newsletter and access everything else Bespoke’s research platform has to offer, start a two-week trial to one of our three membership levels.
