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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we start things off with a look at small caps outperformance. We then review US commercial bank balance sheets before pivoting to responses on special questions asked in this month’s Dallas Fed Manufacturing survey. We close out tonight with a look at what have historically been the best and worst stocks on Q1 earnings, and what EPS and sales estimates are looking like.
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