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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with an overview of where sector weightings in the S&P 500 stand. We then show the impact Tesla (TSLA) and Amazon (AMZN) are having on the Consumer Discretionary sector. Next, we take a look at positioning data from the Commitment of Traders report. Turning to macro data, we delve into today’s ISM report, last week’s Langer Consumer Comfort, mortgage data from Black Knight, and US auto sales.
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