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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a review of tonight’s earnings reports and how they relate to some pandemic themes. Next, we show how earnings results have stacked up to the past. We then show how value is beginning to outperform while the 10-year TIPS rallies and flows have resumed into renewable funds. Afterward, we recap today’s ISM, construction spending, and mortgage delinquencies, and remittance data.
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