This week’s Bespoke Report newsletter is now available for members.
In this week’s newsletter, we provide our thoughts on where the market is headed after a volatile week that basically ended up flat. 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!
This week’s Bespoke Report newsletter is now available for members.
In this week’s newsletter, we provide our thoughts on where the market is headed following Powell’s presser and Trump’s tariffs 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!
This week we’re outlining how we see the global economy at present, along with its influence on US interest rates, credit, commodities, and equity markets. One of the topics we discuss in detail is the strong performance of US GDP in Q2, which in addition to upward revisions from 2014-2018 also showed newly-reported Q2 growth that was far stronger than analyst estimates. Smaller-than-expected headwinds from trade and inventory and a massive surge in consumer spending helped push growth above expectations despite weak investment. With the Fed set to join the global central bank easing party at its July meeting, it’s part of the reason to expect that the global backdrop is set to improve. Read more after signing up for a free trial below!
We cover everything you need to know as an investor in this week’s Bespoke Report newsletter. 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!
This week’s Bespoke Report newsletter is now available for members.
In this week’s newsletter, we try and digest market expectations for rate cuts amid strengthening economic data. We also provide a full rundown of this week’s earnings reports and what’s on tap for next week. Three of the four FANG stocks (FB, AMZN, GOOGL) report next 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!
This week’s Bespoke Report newsletter is now available for members.
With little in the way of major economic data and earnings season still a week away, the only major item of this past week was the deluge of Fed officials hitting the tape, including Chairman Powell’s testimony to the House and Senate on Wednesday and Thursday.
With the overall calm and Powell’s soothing words, bulls were in charge and took charge sending the major US large-cap indices to record highs. After numerous attempts to get through the 2,950 level, the S&P 500 finally broke out and hasn’t looked back since. With the S&P 500 up 20% on the year and earnings season coming up on the horizon where does the market stand and have we moved too far to fast?
In this week’s report, we’ll try to shed some light on that question by looking at the recent moves from a variety of angles including market internals, the setup for earnings season, how the economy is faring, and a look at sentiment and prior strong rallies. We cover everything you need to know as an investor in our weekly newsletter. 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!
This week’s Bespoke Report is an updated version of our “Pros and Cons” edition as we close out the first half 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 three of the report, you’ll see a full list of the pros and cons that we lay out. Page two includes our popular decile analysis for the first half of the year.
To read this 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!
