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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look into the Fed’s Treasury ownership and who else owns Treasuries (page 1 and 2). We then review the latest earnings (page 3) before pivoting over to some consumer spending data out of the NY Fed (page 4). We finish with a preview of this week’s Treasury auctions (page 5) and the latest positioning data (pages 6-9).
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