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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we evaluate the potential of a bounce in small caps as well as what the solid results from JPM, C, UNH, and JNJ could mean for the rest of earnings season.  Later on we show the breakout for banks and forward performance of the S&P 500 following similarly strong starts to earnings season.  We also look at the move in Treasuries including the 3m10y curve closing in positive territory.  We finish with a review of the New York Fed’s data on inflation expectations.

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