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Looking for deeper insight on global markets and economics?  In tonight’s Closer sent to Bespoke Institutional clients, we review what sort of likelihood the S&P 500 is pricing for tax reform this year. We also take a deep dive into nonperforming loan stats for the Eurozone and find some good news. Finally, we make the case that EMs still have lots of room – and need – to stimulate via rate cuts.

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