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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look into freight rates (page 1) in addition to commodity prices (pages 2 and 3). We then review the latest New York Fed Survey of Consumer Expectations (page 4 and 5). We also review mortgage delinquencies (page 6), upcoming Treasury auctions (page 7), and positioning data (pages 8 – 11).
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