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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we review this afternoon’s Fed meeting minutes and how interest rates are moving lately. We then move on to drama over central bank independence in Poland (page 1). Today’s October CPI data from Canada showed disinflation continues, with implications for the US (page 2). Existing home sales volumes have collapsed amidst very low inventories (page 3). We also look at existing home sales affordability (page 4) and the relationship between new and existing home sales (page 5). Finally we take a look at the results of the 10y TIPS auction (page 6).
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