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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 into the pattern forming in the semis and what performance for the group and Tech more broadly looks like following severe drops like we saw today (page 1). We also note the big drop in AI names (page 2) and crude oil’s collapse (page 3).  We then check in on the latest PMIs (page 4) and LMI (page 5) before closing out with weekly positioning data (pages 6 – 9).

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