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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 May FOMC pricing and an update of our Fedspeak Monitor index (page 1). We then dive into factor performance today (page 2). Afterward, we recap the latest consumer expectation survey (pages 3 and 4), Treasury auctions (page 5), and positioning data (pages 6 – 8).
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