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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at the drop in the dollar and which stocks have benefited the most (page 1). We then dive into the new all time high in mega cap tech (page 2) before pivoting into the latest PPI data (page 3). We then recap the latest budget statement (page 4) followed by a forecast of industrial production based on Fastenal (FAST) sales data (page 5). We close out with a recap of today’s weak 30 year bond reopening (page 6).
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