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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with commentary on tariffs and the impacts on crude oil prices (page 1). We then check in on the latest news in private credit and earnings (page 2). Next, we review the latest data from the New York Fed’s Survey of Consumer Expectations (pages 3 and 4) before closing out with our weekly rundown of positioning data (pages 5-8).
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