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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with the massive underperformance of French assets following the county’s election (pages 1 and 2). We then dive into the results of the latest NY Fed Survey of Consumer Expectations (pages 3 and 4) before reviewing the 3 year note auction (page 5). We finish by covering the latest positioning data (pages 6 – 9).
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