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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the minutes from the FOMC’s November meeting (page 1). We also review a strong 5y note auction (page 1), improving consumer confidence including a record reading on bullishness towards the stock market (page 1 and 2), the latest manufacturing sentiment data (page 2), outperformance of low dollar price stocks (page 3), surging French government bond risk premiums (page 3 and 4), Case-Shiller home prices (page 5), and new home sales activity (page 5).
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