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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at the performance of property & casualty insurers relative to the S&P 500 with surprising results for the period around hurricane season. We also take a look at S&P 500 (ex Financials) valuation and debt, before a detailed analysis of today’s Flow of Funds report from the Federal Reserve. That report includes debt and income levels for various macroeconomic sectors, with myriad interesting analyses possible.
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