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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look at the energy bottlenecks for the AI trade (page 1 and 2) before pivoting over to the latest flash PMIs (page 3).  We then dive into the latest earnings and Fedspeak (page 4) before closing out with a look into S&P 500 new addition performance (page 5) and an update of our Ludicrous List (page 6).

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