Oct 4, 2019
This week’s Bespoke Report newsletter is now available for members.
Stocks bounced big late in the week after the details of the Employment Situation Report helped a bid in equities that started Thursday. Big drops in equity markets in response to ISM numbers early in the week were mostly clawed back. So which should matter more, the soft ISM surveys or the hard data on jobs? We give a definitive answer, as well as discussing a range of other economic and market details. To read the Bespoke 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!
Sep 27, 2019
This week’s Bespoke Report is an updated version of our “Pros and Cons” edition as we get set for the fourth quarter of 2019.
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 two of the report, you’ll see a full list of the pros and cons that we lay out. Each bullet point is not meant to be weighted equally, so the fact that there are more Pros than Cons doesn’t mean we’re overly bullish at the moment. In fact, some of the Cons like “trade uncertainty” and “yield curve not optimal” are very important factors right now.
To read this report and access everything else Bespoke’s research platform has to offer, start a two-week free trial to Bespoke Premium. Enter “THINKBIG” at checkout to receive a 10% discount once the trial ends. You won’t be disappointed!
Sep 20, 2019
This week’s Bespoke Report newsletter is now available for members.
What a week it was. Monday, we saw a massive surge in oil prices in the wake of the weekend’s attacks on Saudi oil facilities. Tuesday, overnight funding markets essentially broke down as repo rates became unhinged. After the close Tuesday, FedEx (FDX) reported an earnings disaster which subsequently resulted in one of the worst earnings day reactions for the stock in its history. Wednesday was a Fed day, and we all know how those have been ever since Powell took the wheel. Thursday was a bit of a quiet day in terms of bad news, but then Friday afternoon there were reports that Chinese officials had canceled a farm visit to Montana. Reasons for the cancellation were unclear, but the algos thought the worst and equities sold off. On a side note, we’ll let you know if the local 3rd-grade class trip to the Bronx Zoo is canceled. That would easily be good for a 1% haircut. To read the Bespoke 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!
Sep 13, 2019
This week’s Bespoke Report newsletter is now available for members.
In this week’s newsletter, we talk about the huge rotations under the surface of equity markets on the week. In addition to a recap of the week that was in US and global equity market price action, we take a look at global and domestic US economic data, commodity markets, and the ECB’s policy decision this week. To read the Bespoke 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!
Sep 6, 2019
This week’s Bespoke Report newsletter is now available for members.
In this week’s newsletter, we highlight the S&P 500’s breakout above a key resistance level this week and try to identify if the rally has any staying power. We provide a run-down of major economic releases and what they mean for global financial markets, and we also take a look at the recent action in mega-cap stocks at the top of the food chain. To read the Bespoke 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!
Aug 30, 2019
This week’s Bespoke Report newsletter is now available for members.
In this week’s newsletter, we look at the market’s performance this week and month, review economic data, sentiment and high yield spreads, and discuss the latest inversion of the yield curve. We have also included a comprehensive review of the price and relative strength charts of every Industry within the S&P 500. To read the Bespoke 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!
