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.
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium.
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.
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium.
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. October is living up to its reputation as the most volatile month of the year! After a quiet start, markets saw a sharp drop, with the S&P 500 and Nasdaq experiencing their worst day in months. Is this a healthy pullback after historic gains, or a sign of something more? This week’s Bespoke report explored these questions and more. Give it a read!
This week’s Bespoke Report is an updated version of our “Pros and Cons” edition for Q4 2025.
With this report, you’re able to get a complete picture of the bull and bear case for US stocks right now. It’s heavy on graphics and light on text, but we let the charts and tables do the talking!
On page three of the report, you’ll see a full list of the pros and cons that we lay out. Slides for each topic are then provided on page four and beyond.
To read this report and access everything else Bespoke’s research platform has to offer, sign up for Bespoke’s 50/20 special today. Our 50/20 special gets you a full year of Premium for half off, then 20% off per month after the first year. SIGN UP 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. This week we are focused on two themes: the increasingly volatile foundations of the stock market rally and the circular AI boom along with its impacts on valuations, the energy system, and economic growth. We also review a series of key economic data this week that should ease many fears of slowing consumer spendingas well as inflation data and the week that was in global asset markets. Give it a read!
