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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 how S&P EPS estimates have shifted (page 1). Ahead of tomorrow’s CPI release, we then provide a look at the volatility on CPI release days (page 2). Next, we dive into the latest inflation expectations data from the NY Fed (page 3) followed by a recap of today’s 10 year reopening and 3 year note auction (page 4). We finish with a rundown of the latest speculator positioning data (pages 5-7).
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