May 15, 2020
This week’s Bespoke Report newsletter is now available for members.
In this week’s Bespoke Report we review improving short-term data and the limits of that improvement. We discuss the lagging economic data and some of the leading price action from markets in the US and around the world, as well as reviewing the latest data on COVID-19 in the United States, the latest earnings numbers, and economic data from around the world. To read these two reports 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!
In this week’s Bespoke Report we review improving short-term data and the limits of that improvement. We discuss the lagging economic data and some of the leading price action from markets in the US and around the world, as well as reviewing the latest data on COVID-19 in the United States, the latest earnings numbers, and economic data from around the world.
The Bespoke Report — 5/15/20
May 8, 2020
This week’s Bespoke Report newsletter is now available for members.
In this week’s Bespoke Report we take a look at the continued surge for the tech-heavy Nasdaq, which appears to love the look of the post-Covid economy. There are a lot of helpful charts in this week’s report, so be sure to give it a read over the weekend. Bespoke’s macro strategist George Pearkes also completed our quarterly Global Macro Outlook this week, and it’s ready for reading. To read these two reports 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!
May 1, 2020
This week’s Bespoke Report newsletter is now available for members.
Was April just a mirage? After the strongest month for the S&P 500 since 1987, equities started off the month of May with a big thud. The S&P 500 finished the week with another ’Corona Friday’ falling 2.8% for the worst start to a month since…last month. How quickly we forget, don’t we? Last month, the S&P 500 kicked off April with a decline of over 4% and then rallied more than 17% for the remainder of the month. Here’s to hoping the encore is even better!.
In this week’s Bespoke report, we cover all of this week’s market and economic data and cover the latest trends so far in earnings season. 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!
Apr 24, 2020
This week’s Bespoke Report newsletter is now available for members.
US economic data from March is revealing the devastation to output wrought by the impact of COVID-19. Oil prices plunged into unthinkable territory this week, trading far below $0. Earnings are in full swing on both sides of the Atlantic. All of this has created massive cross-currents for investors, which we help to address in our weekly review of market performance, economic data, and investor sentiment. 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!
Apr 17, 2020
This week’s Bespoke Report newsletter is now available for members.
The S&P 500 is down 11% year-to-date, but would you believe that the Tech-heavy Nasdaq 100 (QQQ) is actually now up more than 1% in 2020? What virus?
This week’s Bespoke Report covers all this week’s market events and discusses how they may impact performance going forward. 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!
Apr 9, 2020
This week’s Bespoke Report newsletter is now available for members.
There’s an old saying that uncertainty breeds opportunity, and if that’s the case, boy are there a lot of opportunities now. Let’s highlight some examples of how much uncertainty and confusion there is in the United States right now. For starters, the Baker, Bloom, and Davis US Economic Policy Uncertainty Index is currently at record highs, easily eclipsing peaks that were seen in prior periods of stress in the country. And what did the stock market do this week as Economic Uncertainty hit an all-time high? Rally more than 12% of course!
This week’s Bespoke Report covers all this week’s market events and discusses how they may impact performance going forward. 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!
