To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. It was another week of dizzying swings in the equity market, but movements in other asset classes got our attention even more. We dive into all the wild moves and give you a framework for looking past the noise of huge intraday swings to focus on what matters.
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. There are weeks and then there are weeks. This past week was one that people will be talking about for years to come, and we cover it in this week’s Bespoke Report. Give it a read!
This week’s Bespoke Report is an updated version of our “Pros and Cons” edition for Q2 2025.
With this report, you’re able to get a complete picture of the bull and bear case for US stocks right now. It’s heavy on graphics and light on text, but we let the charts and tables do the talking!
On page three of the report, you’ll see a full list of the pros and cons that we lay out. Slides for each topic are then provided on page four and beyond.
To read this report and access everything else Bespoke’s research platform has to offer, sign up for Bespoke’s 50/20 special today. Our 50/20 special gets you a full year of Premium for half off, then 20% off per month after the first year. SIGN UP HERE.
Below is a look at the performance of key ETFs across asset classes since Election Day and Inauguration Day. International markets, defensives, precious metals, and Treasuries have been the only areas of strength during Trump 2.0. What’s the right acronym for that?
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 offer a top-down look at the three huge trends driving global markets and economies as the first quarter of 2025 comes to a close. We review developments and trends across the three major global economies as well as drivers of recent shifts across assets, and what the developments of the last couple of months imply for the future. Don’t miss it!
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 break down the market’s steep drop since it peaked a few weeks ago and what to make of it. 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 break down the market’s steep drop since it peaked a few weeks ago and see how internals and fundamentals are holding up. Give it a read!
