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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look into the latest earnings and Fedspeak (page 1). We then dive into a look at the performance of our AI Infrastructure basket and data center stocks (pages 2 and 3). Next, we review the latest industrial production data (page 4) followed by a rundown of the latest residential construction revisions and April figures (pages 5 -8).
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