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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, given the impact trade headlines have had on the market in the past year, we begin with a look at how little tariffs have been mentioned in the news recently. We also show the rare simultaneous movements of stocks, rates, and the dollar. Next we make note of where global manufacturing activity stands and what it means for the economy and forward equity returns. We finish with a review of today’s construction spending data.
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