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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 at the latest inflation expectation data (page 1) followed by a review of the other data featured in the New York Fed’s Survey of Consumer Expectations (page 2).  Afterward, we check in on mortgage rates and earnings (page 3) and then preview this week’s Treasury issuance (page 4). We then close with a weekly recap of positioning data (pages 5 -8).

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