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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the S&P 500’s performance in the final week of the second quarter (page 1) as well as a look at Bitcoin’s recent 52-week highs (page 2). We then check in on homebuilders and some recent housing data from Redfin (page 3) as well as an update of our Five Fed Manufacturing Composite (page 4). We then preview this week’s Treasury auctions including a recap of today’s 2 year note sale (pages 5 and 6). We finish with a look at the latest speculator positioning figures (pages 7-9).

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