The Bespoke Report – 8/29/25 – August For the Win

Aug 29, 2025

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August has recently been a month where negative surprises have a way of interrupting market rallies. This August that wasn’t the case, although it wasn’t for lack of trying on the part of the market gods. Between the trade issues, the tail end of earnings season where reports tend to get weaker, higher inflation readings, the Fed’s Jackson Hole conference, or this week’s attempted firing of Fed Governor Lisa Cook, any of these events could have sparked a volatility fit, but the longer-term history of August calm prevailed, and markets skated through the month with broad based gains, with small-caps leading the way for once. Give it a read!

The Bespoke Report – 8/22/25 – Cut Confirmed

Aug 22, 2025

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, Fed Chair Powell signaled a cut is almost a given at the next FOMC meeting. His embrace of dovish arguments on both the labor markets and inflation drove a massive rally in stocks to end the week, both in the US and Europe. Other markets are also performing well with investment grade corporate bonds trading at a record low risk premium this week. We also discuss earnings, AI stocks, custom baskets of stocks that tease out market narratives, and more in this week’s report. Give it a read!

The Bespoke Report – 8/8/25 – There Was Supposed To Be An Earth-Shattering Kaboom. Where’s The Earth-Shattering Kaboom?

Aug 8, 2025

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 look at why the market has been so bulletproof despite all the shocks it’s been given from headlines this year. From economic fundamentals to earnings data, we explain the backdrop while also surveying the historic decline in the dollar, weak commodity prices, US equity market sentiment, and some of the most interesting tidbits from earnings releases we saw this week. Give it a read!