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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look at the reversal in the semis in addition to the outperformance of the Dow Transports (page 1). We then update freight volume data from Cass (page 2) before diving deep into the latest Survey of Consumer Expectations from the New York Fed (pages 3 – 5).
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