To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. Get caught up on everything going on in the investment world with the stock market at new highs by reading this week’s newsletter. Click here to sign up now!
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!
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. In this week’s report, we cover the market running out of steam after a relentless rally, a lackluster response to earnings season, and much more.
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. In this week’s report, we cover the bull market crossing the 1,000-day mark, underlying index technicals, how much the Fed should be cutting rates based on where inflation and employment stand, our unique Netscape vs. ChatGPT analysis, earnings season, longshot stocks, and more.
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 are sending out our Global Macro Quarterly deck instead of our traditional Bespoke Report. This report is filled with dozens of charts reviewing the current state of the global economy and where it’s headed next. We review major central bank policy outlooks, global equity market earnings growth and valuations, the outlook for China and Europe, and go into detail on the US economy including a strong consumer backdrop, scenarios for the Federal Reserve, and the possibility of a reacceleration for labor markets. We also discuss tariffs, labor supply, and other policy-adjacent subjects. Give it a read!
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. In this week’s report, we cover everything happening across financial markets as the market digests some tremendous three-month gains..
