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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at the performance of German equities relative to the US (pages 1 and 2) followed by an update of our Best of Breed basket (pages 3 and 4). We then review the latest earnings (page 5), preview this week’s Treasury auctions (page 6), and close out with an overview on positioning data (pages 7-10).
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