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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we take an in depth dive into the unusually strong mid-cycle strength of productivity (pages 1 – 3). We then checkup on the latest trade data (pages 3 and 4) before pivoting into claims data and some corporate headlines regarding consumer strength (page 5).  After that, we review the New York Fed’s Survey of Consumer Expectations (pages 6 and 7) before closing out with a rundown on some housing data from Realtor.com (pages 8 and 9).

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