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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look at Dell’s (DELL) AI exposure (page 1) followed by a review of the performance of quantum computing, nuclear, consumer, and travel stocks (page 2). We then switch over to investor sentiment (page 3) and next look abroad with a rundown on European auto sales (page 4). Following a recap of the latest consumer credit figures (page 5), we review the New York Fed’s Survey of Consumer Expectations (pages 6 and 7) and close out with a dive into the latest LMI report (pages 8 and 9).
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