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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a recap of Whirlpool (WHR) earnings before pivoting to a look at housing related stocks more broadly (page 1). We then dive into the outperformance of commodities relative to the dollar (page 2). Next, we provide our fifth and final update of our Five Fed Manufacturing Composite (page 3 – 5). Afterward, we show just how strong January was for Treasury auctions (page 6) before closing with a rundown of the latest positioning data (pages 7 -9).
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