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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a recap of today’s musings by Cleveland Fed President Mester (page 1). We then dive into the latest EV delivery and production numbers from the likes of Tesla (TSLA) and Rivian (RIVN) as well as provide a valuation comparison of various auto OEMs (pages 1 and 2).  Next, we review the latest JOLTS data (page 3). We finish with a look into the latest supply chain figures (page 4).

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