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Looking for deeper insight on markets?  In tonight’s Closer sent to Bespoke Institutional clients, we begin with a discussion around fiscal stimulus and the trades that should benefit from more support.  We also explain how net fixed investment is indicating a need for further stimulus. Next, we take a skeptical look at some recent polling data before reviewing consumer credit data.   We close out with recaps of today’s 10 year note reopening and this week’s EIA data.

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