Our 2020 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better every year! In this year’s edition, we’ll be covering every important topic you can think of that will impact financial markets in 2020.
The 2020 Bespoke Report contains sections like Economic Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. We’ll also be publishing a list of our favorite stocks and asset classes for 2020 and beyond.
We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end. Today we have published the “Washington” section of the 2020 Bespoke Report, which provides a summary of the US equity market’s performance during President Trump’s first term, how that performance stacks up versus other Presidents, and how equities have historically performed during the fourth year of a President’s term based on a number of scenarios. In addition, we have provided a summary of how equities performed during the impeachment inquiries into President Nixon and Clinton, how stocks and bonds have reacted to the President’s critical tweets of the Federal Reserve and Jerome Powell, and finally how the market and various sectors have reacted to changes in polling figures among Democratic candidates.
To view this section immediately and all other sections, become a member with our 2020 Annual Outlook Special!