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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with an overview of the interdependence of the mega-caps (page 1) followed by a check up on today’s rotation (page 2). Given a lack of official economic data, we next dive into a handful of alternative health checks on consumer spending (page 3). After that, we review food commodity prices including the new highs in beef prices (pages 4 and 5). We finish with an overview of the squeeze that has driven silver to new record highs (pages 6 and 7).
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