The Closer – AI Breakout, Services, Loan Growth – 4/16/26

Apr 16, 2026

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  • AI stocks are trading at some of the most overbought levels since the spring of 2023 following a surge in both Infrastructure and Implementation names in April.
  • After a surprise pop last week, jobless claims data returned to healthy levels that are inline with typical seasonal patterns of the past few years.
  • The Federal Reserve’s H.8 report has indicated surging deposit growth this year thanks to core loan growth accelerating to 8% annualized in the past three months.

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The Closer – Rapid Rebound, Beige Book, Record Surplus – 4/15/26

Apr 15, 2026

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  • Since 1928, this is the first time the S&P has made new all-time highs in 11 days or fewer after falling 5-10%.
  • Beige Book mentions of optimistic terms rose to the highest levels since June of 2022.
  • The US saw record crude and crude product exports during the week of April 10th.

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