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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 the extreme volatility in shares of Trump Media & Technology Group (DJT) and the drop in rate cut pricing (page 1). We then dive into the latest S&P Global (page 2) and ISM (page 3) manufacturing PMIs. After that, we show the relationship between the ISM index and equity prices as well as business outlook North of the border (page 4). After a look at the latest mortgage delinquency data (page 5), we finish with our weekly recap of futures positioning (pages 6-9).
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