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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with some commentary regarding the situation with Colombia and the latest earnings (page 1).  We also start out with a look at some stocks impacted by the AI hit (page 2) in addition to new home sales data (page 3). We then review the historic divergences in breadth and price in addition to the Tech and Consumer Staples sectors (page 4). We then pivot over to the record single day decline in our AI baskets (page 5) and put a bow on the topic on the following page (page 6). We finish by reviewing today’s Treasury auctions (page 7). We then finish with a recap of the latest positioning data (pages 8 – 11).

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