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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, \we begin tonight with a note on the NVIDIA revenue warning and how that relates to some of our Consumer Pulse data and other gaming-related earnings (page 1). We then circle back to Friday economic data with a review of the latest consumer credit numbers (page 2). We then show how overbought US equities are (page 3) followed by a dive into the latest consumer expectations data out of the NY Fed (page 4) before previewing this week’s Treasury auctions (page 5). We finish with a rundown of the latest positioning data (pages 6-8).
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