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!
While there’s been a lot of focus on the potential impact of rising interest rates on equity markets of late, we take a step back to look at the tale of the tape this week and why another asset class that is starting to move may be more worthy of attention than interest rates. We also discuss commodities, what Google Trends tell us about the economy and markets, review central bank decisions this week including a deep dive into the FOMC, and look back over the past six months of markets to a key turning point we call “the Big Shift”.
We also discuss US economic data, sentiment measures of the US market and global economy more broadly, global equity market performance, 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!
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!