Nov 1, 2019
This week’s Bespoke Report newsletter is now available for members.
They say October is a month known for turnarounds, and while this October wasn’t particularly volatile, the market sure did stage a reversal. It may seem like eons ago, but heading into October, new highs for the market seemed like the last thing we would see. The trade war was still a major worry, and the ISM Manufacturing report dropped to its lowest level since 2009. Earnings season was also coming up on the horizon, and practically nobody was expecting anything even remotely positive in what corporate America had to say about the just-completed third quarter or its outlook for the rest of the year. So, what happened? Naturally, all of that negative sentiment seems to be just what the market needed to break out of its torturous range that’s been in place since early 2018.
Will the breakout in US equities continue? That’s the question facing investors heading into the first weekend of November, and in this week’s Bespoke Report we cover the market from a variety of different angles to shed some light on that question. Topics discussed include the performance of semiconductors, earnings season, the FOMC, sentiment, seasonal trends, and market internals. So, grab some coffee and a chair and read on for our latest take. 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!
Oct 25, 2019
This week’s Bespoke Report newsletter is now available for members.
Global equity markets are breaking out. The S&P 500 has poked above resistance that has held since mid-year, while 52-week closing highs were logged to close the week in Sweden, Switzerland, and the broad European Stoxx 600. We run through earnings results in the US and Europe, technical patterns in specific European sectors, the breadth of the US market, and give a complete rundown on economic data published this week both here in the US and impacting the broader global economy. We cover everything else you need to know related to trends in financial markets in our weekly Bespoke Report. 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!
Oct 18, 2019
This week’s Bespoke Report newsletter is now available for members.
The S&P 500 has been a bit top-heavy this month with the largest stocks in the index driving all of its October gains. We’ve seen interest rates start to push higher finally, which has helped Financials. The homebuilders have also extended gains even though mortgage rates have stopped going down. We’d be careful getting long the builders here given how overbought they’ve gotten. We cover everything else you need to know related to trends in financial markets in our weekly Bespoke Report. 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!
Oct 11, 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!
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!
