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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 which stocks have been the best performers since the market peaked earlier in the week. We also give an update on the further breakout of the 10 year note that we mentioned yesterday. Next, we show the rapid decline in the US petroleum trade deficit. In spite of negative tones around housing, we then show how Q4 data out of the Census is showing a strong housing market. We finish with a deeper look into today’s GDP numbers which showed a still stagnant share of labor income but a pickup in investment.
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