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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at the stocks that have been most and least correlated to AI stocks (page 1). We then look into the latest inflation data from South of the Border (page 2). We then review today’s consumer credit figures (page 3) as well as the New York Fed’s Survey of Consumer Expectations (pages 4 and 5). We then preview this week’s Treasury auctions (page 6) before closing out with positioning data (pages 7-10).
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