The Bespoke Report 2018 — Yield Curve & The Fed

Our 2018 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 and better each year!  In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2018.

The 2018 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more.  In this year’s edition, we’ll also be featuring a Bitcoin/Crypto section as well as an ETF Trends report.

We’ll be releasing individual sections of the report to subscribers until the full publication is released on December 22nd, 2017.  Today we have published the “Yield Curve & The Fed” section of the 2018 Bespoke Report, which lays out our views on the path for interest rates in 2018.

To view this section immediately and also receive the full 2018 Bespoke Report when it’s published on December 22nd, sign up for our 2018 Annual Outlook Special below.

The Bespoke Report 2018 — Sentiment

Our 2018 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 and better each year!  In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2018.

The 2018 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more.  In this year’s edition, we’ll also be featuring a Bitcoin/Crypto section as well as an ETF Trends report.

We’ll be releasing individual sections of the report to subscribers until the full publication is released on December 22nd, 2017.  Today we have published the “Sentiment” section of the 2018 Bespoke Report, which looks at current and historical levels of stock market sentiment and economic sentiment.  We analyze whether investors and consumers are currently overly optimistic, negative, or simply complacent.

To view this section immediately and also receive the full 2018 Bespoke Report when it’s published on December 22nd, sign up for our 2018 Annual Outlook Special below.

The Bespoke Report 2018 — The Year in Headlines

Our 2018 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 and better each year!  In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2018.

The 2018 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more.  In this year’s edition, we’ll also be featuring a Bitcoin/Crypto section as well as an ETF Trends report.

We’ll be releasing individual sections of the report to subscribers until the full publication is released on December 22nd, 2017.  Today we have published the “Year in Headlines” section of the 2018 Bespoke Report, which provides a month-by-month and day-by-day look at the major financial news headlines that impacted markets throughout 2017.  It’s an excellent way to refresh your memory of the news events that impacted markets over the past year.  You’ll likely have forgotten more than you’d like to believe, which shows that while certain events might seem important and impactful at the time, the market usually moves past things pretty quickly!

To view this section immediately and also receive the full 2018 Bespoke Report when it’s published on December 22nd, sign up for our 2018 Annual Outlook Special below.

The Bespoke Report 2018 — Seasonality

Our 2018 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 and better each year!  In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2018.

The 2018 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more.  In this year’s edition, we’ll also be featuring a Bitcoin/Crypto section as well as an ETF Trends report.

We’ll be releasing individual sections of the report to subscribers until the full publication is released on December 22nd, 2017.  Today we have published the “Seasonality” section of the 2018 Bespoke Report, which highlights the seasonal tendencies of large, mid, and small cap stocks throughout the trading year, as well as individual sectors and additional asset classes.

To view this section immediately and also receive the full 2018 Bespoke Report when it’s published on December 22nd, sign up for our 2018 Annual Outlook Special below.

The Bespoke Report 2018 — Thematic Performance

Our 2018 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 and better each year!  In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2018.

The 2018 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more.  In this year’s edition, we’ll also be featuring a Bitcoin/Crypto section as well as an ETF Trends report.

We’ll be releasing individual sections of the report to subscribers until the full publication is released on December 22nd, 2017.  Today we have published the “Thematic Performance” section of the 2018 Bespoke Report, which highlights the various market themes like large caps versus small caps, value versus growth, and stocks versus bonds that are currently outperforming and underperforming as we get set to enter the new year.

To view this section immediately and also receive the full 2018 Bespoke Report when it’s published on December 22nd, sign up for our 2018 Annual Outlook Special below.

The Bespoke Report 2018 — Sector Weightings & Technicals

Our 2018 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 and better each year!  In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2018.

The 2018 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more.  In this year’s edition, we’ll also be featuring a Bitcoin/Crypto section as well as an ETF Trends report.

We’ll be releasing individual sections of the report to subscribers until the full publication is released on December 22nd, 2017.  Today we have published the “Sector Weightings and Technicals” section of the 2018 Bespoke Report, which provides our technical take on the long-term chart patterns of the major S&P 500 sectors.  We also look at the historical change in S&P 500 sector weightings and historical correlations between the S&P 500 and its eleven sectors.

To view this section immediately and also receive the full 2018 Bespoke Report when it’s published on December 22nd, sign up for our 2018 Annual Outlook Special below.