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Two of famous investor Marty Zweig’s Investing Rules are “don’t fight the tape” and “don’t fight the Fed.” Both of these rules came into focus this week, which we cover in detail in this week’s Bespoke Report newsletter. Give the full report a read by starting a trial here.
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. While stocks eked out gains this week, it was a turbulent ride and under the hood some of the biggest winners this year are under major pressure. That’s not just true of the riskiest and most aggressively priced stocks, as crypto has taken hits along with precious metals. Even the juggernaut AI narrative is being tested, with surging credit spreads that represent market skepticism about the epic capex binge under way. US economic data remains scarce but we got lots of updates from China this week showing a surprising slowdown in that economy. Meanwhile the Federal Reserve has sounded the hawkish siren all week and markets are moving to reflect less support than previously expected.
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It was a wild week for markets as a series of headlines raised concerns that the AI trade may have gotten ahead of itself. Investors are also questioning the health of the economy amid the government shutdown. We cover all these events, along with earnings and the latest market trends, in this week’s Bespoke Report.
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. This week we are publishing our quarterly review of global financial markets from a macro perspective, touching on the AI boom and the debt underpinning it, the US economic and Federal Reserve outlook, and snapshots of the Eurozone, Germany, Sweden, South Korea, and China.
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U.S. stocks closed the week at fresh record highs, and the S&P hasn’t had even a 3% pullback in the last 180+ days. But what’s in store next as we hit the heart of earnings season next week? Read our latest thoughts in this week’s report.
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