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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, further demonstrating the mean reversion trades observed across markets this week, we begin tonight’s Closer with a bit of a case study of MarketAxess (MKTX).  We then take a look at the consistent selling of bonds and the outperformance of retail-focused REITs. Turning over to economic data, we recap today’s weaker JOLTS report followed by an in depth look at the Census’ Annual Social and Economic supplementary data on income, poverty, and health care.

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