2020 Outlook — Sector Weightings and Technicals

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, Economic Indicators, The Fed, Sector Weightings and Technicals, Stock Market Sentiment, 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 “Sector Weightings & Technicals” section of the 2020 Bespoke Report, which provides technical analysis of long-term S&P 500 sector charts, updates S&P 500 sector weightings, and highlights sector correlations in 2019 compared to correlations over the last ten years.

To view this section immediately and all other sections, become a member with our 2020 Annual Outlook Special!

2020 Outlook — The Year in Headlines

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, Economic Indicators, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, 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 “The Year in Headlines” section of the 2020 Bespoke Report, which recaps all of the year’s major financial headlines overlaid on a chart of the S&P 500 on a month to month basis.

To view this section immediately and all other sections, become a member with our 2020 Annual Outlook Special!

2020 Outlook — Seasonality

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, Economic Indicators, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, 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 “Seasonality” section of the 2020 Bespoke Report, which looks at long-term seasonal trends for the equity market, individual sectors, and asset classes, as well as a rundown of which periods and time of year have been the most positive and negative for equities.

To view this section immediately and all other sections, become a member with our 2020 Annual Outlook Special!

2020 Outlook — Economic Indicators

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 “Economic Indicators” section of the 2020 Bespoke Report, which looks at long-term trends for 25 major economic releases across various sectors of the economy like manufacturing, inflation, employment, sentiment, and housing.

To view this section immediately and all other sections, become a member with our 2020 Annual Outlook Special!

2020 Outlook — Credit Markets

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 “Credit Markets” section of the 2020 Bespoke Report, which looks at corporate investment grade and high yield bond spreads and credit default risk levels.

To view this section immediately and all other sections, become a member with our 2020 Annual Outlook Special!

2020 Outlook – Yield Curve & Fed

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 “Yield Curve & Fed” section of the 2020 Bespoke Report, which looks at the slope of the yield curve, inversions, and Fed rate policy heading into 2020.

To view this section immediately and all other sections, become a member with our 2020 Annual Outlook Special!