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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing what the lumber futures curve is implying for future demand. Then we show the recent outperformance of European and REIT stocks before pivoting into delinquency data from Black Knight. Next, we take a look at APAC international reserves data. We finish with what the bond market is implying for inflation and a preview of this week’s Treasury auctions as well as some notes on today’s news surrounding cryptos and the Colonial Pipeline hack
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