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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.

See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!

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