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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with commentary on funding markets (page 1) followed by a look into the latest manufacturing data out of the Dallas Fed (page 2). We then shift over to the update on new home sales (page 3). Afterward, we review the differing performance in AI names (page 4) and close out with a rundown of the latest positioning data (page 5).
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