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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin by showing a decile analysis of what stocks led today’s rally. We also show the relative performance of the equal weight S&P 500 and commodities. We then review Chinese PPI data and the outlook for commercial paper in the US. Next, we recap today’s Bank of Canada rate decision. We finish with a note on petroleum data including the end of the deficit in net exports.
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