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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a rundown of the CPI data (page 1) followed by some commentary regarding the inflation risk premium (page 2). Afterward, we turn over to commentary regarding the President’s choice of who will lead the BLS (page 3).  We then dive into earnings results for restaurant brands (page 4) and next up is a review of breadth as the market hits new highs (page 5). We finish with a dive into the Health Care sector’s weakness with focus on GLP-1s and stocks affected by MAHA (pages 6 – 8).

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