Sep 12, 2025
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 review the ongoing enthusiasm across asset markets including a bullish signal delivered by the equity market this week, tight spreads, falling long-term rates, and strong price action in a range of global equity markets. We also got a lot of interesting data this week with implications for labor markets, inflation, and the overall health of the economy. From AI to option-adjusted spreads, this week’s Bespoke Report will get you caught up on markets and economic data for the week. Give it a read!
Sep 5, 2025
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The tape has been heavy for growth stocks for a few weeks now, especially AI names, but that hasn’t stopped investors from rotating into other areas of the market that had been doing poorly up until mid-August. Read our thoughts on recent market action and where we might go from here in this week’s report.
Aug 29, 2025
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August has recently been a month where negative surprises have a way of interrupting market rallies. This August that wasn’t the case, although it wasn’t for lack of trying on the part of the market gods. Between the trade issues, the tail end of earnings season where reports tend to get weaker, higher inflation readings, the Fed’s Jackson Hole conference, or this week’s attempted firing of Fed Governor Lisa Cook, any of these events could have sparked a volatility fit, but the longer-term history of August calm prevailed, and markets skated through the month with broad based gains, with small-caps leading the way for once. Give it a read!
Aug 22, 2025
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, Fed Chair Powell signaled a cut is almost a given at the next FOMC meeting. His embrace of dovish arguments on both the labor markets and inflation drove a massive rally in stocks to end the week, both in the US and Europe. Other markets are also performing well with investment grade corporate bonds trading at a record low risk premium this week. We also discuss earnings, AI stocks, custom baskets of stocks that tease out market narratives, and more in this week’s report. Give it a read!
Aug 15, 2025
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. Get caught up on everything going on in the investment world with the stock market at new highs by reading this week’s newsletter. Click here to sign up now!
