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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with looks at the supply constraints of energy and homebuilding stocks. We then dive into data out of the Dallas Fed covering operating environments of exploration and production and oilfield services companies operating in the region. Staying on the topic of Energy, we then provide an update on the most recent EIA data. We follow up with a recap of today’s new home sales figures before finishing with a recap of the very strong 20 year bond reopening.
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