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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, as tech got smashed today as companies like GOOGL, FB, and AAPL are all now under investigation, we review what it means relative to the broader market. We then turn to what the front end of the UST curve is saying in regards of rate cuts and the probability of a recession. Next, we review the ISM Manufacturing report and the construction spending numbers for April.
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