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!
Aug 23, 2019
This week’s Bespoke Report newsletter is now available for members.
In this week’s newsletter, we look at a big week for retail earnings, more market volatility, housing numbers, and much more. 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 16, 2019
This week’s Bespoke Report newsletter is now available for members.
In this week’s newsletter, we discuss what drove stocks to a third small weekly loss in a row. Crashing bond yields, firming US data, respectable earnings results, and slowing but not collapsing global economic data: all are pieces in the puzzle. 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!
