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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick things off with a look at industrials which are beginning to outperform after months of underperformance. We then show how jobless claims may be understated before pivoting over to some other high frequency data. Turning to the housing market, we update existing home sales and delinquency and foreclosure rates before finishing with an update on our Five Fed composite.
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