This week’s Bespoke Report newsletter is now available for members.
To read the report and access everything else Bespoke’s research platform has to offer, start a two-week free trial to one of our three membership levels. You won’t be disappointed!
This week’s Bespoke Report newsletter is now available for members.
To read the report and access everything else Bespoke’s research platform has to offer, start a two-week free trial to one of our three membership levels. You won’t be disappointed!
Stocks closed out the week in a full-throated test of uptrends after a week of historic volatility in interest rate markets. We discuss in detail the scale, nature, and implications of the move in interest rates, as well as some of the knock-on effects for equity markets. The rotation out of momentum and in to value has continued, with some of the most impressive gainers of recent years under harsh pressure in recent weeks. That’s going to cause a shake-up in terms of what stocks are included in momentum indices which are currently underperforming. We also take a deep dive into renewables, discussing some of the major stocks in the sector and their recent declines.
We also recap earnings results, discuss economic data here and abroad, make the case that the recent bond market move is a test for the FOMC, and more in this week’s Bespoke Report.
This week’s Bespoke Report newsletter is now available for members.
To read the report and access everything else Bespoke’s research platform has to offer, start a two-week free trial to one of our three membership levels. You won’t be disappointed!
This week’s Bespoke Report newsletter is now available for members.
To read the report and access everything else Bespoke’s research platform has to offer, start a two-week free trial to one of our three membership levels. You won’t be disappointed!
This week’s Bespoke Report newsletter is now available for members.
To read the report and access everything else Bespoke’s research platform has to offer, start a two-week free trial to one of our three membership levels. You won’t be disappointed!
The US equity market closed the week at record highs and stock markets around the world have roared back from last week’s lows amidst lower bond prices and an onslaught of earnings. We dive deep into the results and performance for US companies reporting this season, as well as diving into markets across Europe and Asia to take a look at results from names reporting since last Friday.
In addition to earnings and equity prices, we review economic data in the US and around the world, the outlook for the world’s most important currency market, rotation within the commodities space, and more in this week’s Bespoke Report.
This week’s Bespoke Report newsletter is now available for members.
To read the report and access everything else Bespoke’s research platform has to offer, start a two-week free trial to one of our three membership levels. You won’t be disappointed!