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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at the weak start to September in a historical context (page 1). We then dive into the latest construction spending data (page 2) followed by a review of the performance of relevant names in our Picks and Shovels basket (page 3).Next up, we check in on the performance of some other baskets (Page 4) before finishing with a look at today’s PMI readings (page 5).

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