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Looking for deeper insight into markets?  In tonight’s Closer sent to Bespoke Institutional clients, we take a look at emerging markets’ compared to cyclical metals and interest rates.  We also show why mortgage rates aren’t moving higher alongside US Treasuries.  Next, we provide an update of our Beige Book index.  We then take a look at inflation including a recap of today’s CPI release. We follow up with recaps of today’s EIA data and the 30 year bond reopening.

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