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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight with a look at the massive outperformance of defensives versus cyclicals in the past month (page 1) followed by an update on US auto sales (page 2). We then provide an update of manufacturing activity (page 3) followed by a look at the latest supply chain data (pages 4 and 5). We close out with the latest Commitments of Traders data (pages 6 – 8).
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