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Category: Housing

SP 500 Earnings Update, More Inflation Data, and November Jobs Report This Coming Week

November 26, 2022 Brian Gilmartin Leave a comment

That’s a lot of what could be market-moving economic data scheduled to be released this week: We will see both…

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Posted in: GDP, High-Yield Credit, Housing, Market breadth

On the Fed Being Behind the Curve (Again), Secular Bull Markets, and Annual Returns

September 5, 2022 Brian Gilmartin Leave a comment

The thought looking at the softening economic data, is that the Fed and Jay Powell could be “behind the curve”…

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Posted in: annual return, Housing, Monetary policy, Monthly payroll report, SP 500 long-term returns Filed under: Monetary policy

August ’22 Returns; The Dollar and How We Used to Be Happy

August 31, 2022 Brian Gilmartin Leave a comment

Here is Bespoke’s Asset Class Performance Matrix posted after the close Wednesday, August 31, ’22. (Click on the image to…

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Posted in: Bespoke, CNBC, Housing, US Dollar

Housing vs Stocks: Stocks Win (Good article)

September 5, 2021 Brian Gilmartin Leave a comment

One of our favorite sources of capital markets research is the Bespoke work and the weekly Bespoke Report. Once again,…

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Posted in: Housing, S&P 500, SPY

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