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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look into mega cap stock valuations running hot (page 1) followed by a look at the big drop in building permits in Canada (page 2). We then shift over to review trends in recent housing inventory data (pages 3 and 4). Next, we look at the latest supply chain data (pages 5-7) before closing out with an overview of sentiment on equities (page 8).

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