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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, note leads off with a look into the moves in Treasury yields surrounding past Jackson Hole symposiums (page 1). We then review the rotation out of this year’s biggest winners, names with the highest P/E and P/S ratios, and lowest dividend yields (page 2).  In a similar vein, we also show factor performance for today’s session including a look at the weakness in AI names like Microsoft (MSFT) and NVIDIA (NVDA) (pages 3 and 4).  Following a recap of today’s starts and permits data (page 5), we then review a labor survey out of the New York Fed (page 6) in addition to a glance at labor sensitive stocks (page 7).

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