Feb 3, 2023
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In a blockbuster week for labor market data, the FOMC slowed the pace of rate hikes further but kept trying to talk tough about the outlook for rates. Equity, foreign exchange, and credit markets had different ideas both in the US and around the world. We dive deep into quarterly data on wages and productivity, monthly jobs numbers from the blockbuster Employment Situation Report today, PMI data from around the world economy, and other tidbits from the data this week. Earnings are also underway, and we provide qualitative and quantitative highlights from earnings results on both sides of the Atlantic this week.
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Jan 27, 2023
This week’s Bespoke Report newsletter is now available for members.
In this week’s newsletter, we’ve updated our Equity Market Risk Gauge for the month of January, and we also take a look at market technicals, improving internals, international equity market outperformance, interest rate movements, and next week’s upcoming FOMC meeting.
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Jan 20, 2023
This week’s Bespoke Report newsletter is now available for members. (Log in here if you’re already a subscriber.)
Since the start of Q4 last year we’ve seen a trend shift across a range of asset classes. Interest rates, the dollar, stocks, industrial metals, natural gas, and a range of other markets are moving in the opposite direction compared to most of last year. Some of this is down to luck – specifically related to the weather – but shifts from policymakers and economic data are also playing a major role. Despite trend shifts, US stocks have still not broken out. Earnings season is under way and could be the defining factor between whether bear market downtrends prevail or a new bull trend has been established.
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Jan 13, 2023
This week’s Bespoke Report newsletter is now available for members. (Log in here if you’re already a subscriber.)
Since the start of Q4 last year we’ve seen a trend shift across a range of asset classes. Interest rates, the dollar, stocks, industrial metals, natural gas, and a range of other markets are moving in the opposite direction compared to most of last year. Some of this is down to luck – specifically related to the weather – but shifts from policymakers and economic data are also playing a major role. Despite trend shifts, US stocks have still not broken out. Earnings season is under way and could be the defining factor between whether bear market downtrends prevail or a new bull trend has been established.
View this week’s Bespoke Report newsletter by starting a one-month trial, or click the image below to view our membership options page.
Jan 6, 2023
This week’s Bespoke Report is an updated version of our “Pros and Cons” edition for Q1 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.
Dec 30, 2022
This week’s Bespoke Report newsletter is now available for members. (Log in here if you’re already a subscriber.)
View this week’s Bespoke Report newsletter by starting a one-month trial, or click the image below to view our membership options page.
