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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the market’s change in tone regarding risk.  We then look at how the United States’ share of global market cap has declined. Next, we review all of today’s economic data including the Chicago Fed’s National Activity Index, the Dallas Fed’s manufacturing results, monthly data on the federal government’s budget, and finally, retail and wholesale inventories.

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