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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a checkup on where the effective tariff rate is sitting based on today’s announcement (page 1). We also provide a chart checkup of the S&P 500 at market cap and equal weight, the dollar, and the long bond (pages 2 and 3). We then finish with a look into the latest positioning data (page 4).
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