The Bespoke Report – Disinflationary Boom

Jul 28, 2023

This week’s Bespoke Report looks at the combination of data and central bank decisions this week that validate the equity bull market. But despite good news on the economic front and solid earnings, let alone any other risk vectors, it’s hard to not get the sinking feeling that optimism is running a bit too high for the time being. Even if we do see an equity market pullback, growth is solid, consumers are feeling increasingly optimistic, inflation is slowing, and supply chains have healed.

To read this report and access everything else Bespoke’s research platform has to offer, start a two-week trial to Bespoke Premium.

The Bespoke Report — Equity Market Pros and Cons — Q3 2023

Jul 21, 2023

This week’s Bespoke Report is an updated version of our “Pros and Cons” edition for Q3 2023.

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, start a two-week trial to Bespoke Premium.