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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin tonight by showing the relationship between equity prices and real rates, and what that implies for further moves in stocks. We also take a look into the dollar’s surge and EMFX (page 1). We follow up with a rundown of retail gas prices (page 2). Next we show inflation expectations from today’s Consumer Expectations report from the NY Fed (page 3) as well as other inflation expectations (page 4). We finish with a recap of today’s 3 year note auction (page 5) as well as the latest update on Commitments of Traders data (pages 6-8).
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