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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin with market pricing of inflation and then look at whether or not credit markets have confirmed the move in equities.  We then show the relative performance of Chinese equities versus the US.  We then review recent Fedspeak before taking a look at the final August update of our Five Fed Composite with the addition of the eleventh district’s survey.  We also review the results of the supplemental questions to this month’s report.

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