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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with commentary regarding the latest tariff news in addition to an overview of PPI data (page 1). We then recap the latest earnings (page 2) followed by a look at stocks that are poised to be helped and hurt by MAHA policies (pages 3 and 4). Next, we dive into consumer debt data (page 5) before closing out with a review of today’s long bond auction (page 6).
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