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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at returns for the ARK Universe of ETFs. We then review shipping rates and corporate issuance. Next, we take a look at commercial bank positioning around Treasuries and MBS before delving into today’s JOLTS report. We also dig into some PMIs from North of the border. We finish with recaps of the July Mortgage Monitor from Black Knight and today’s very strong 10-year note reopening.
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