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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we take a look at what factors drove equities today including performance from mid-February through yesterday’s close and rate sensitivity. We also take a look at some names more granularly like renewables and the ARK Innovation ETF. Next, we review mortgage markets. Then, we turn to metals versus mining stocks, high yield spreads, and volatility in the US versus abroad. We round out tonight’s note with a recap of today’s 3-year note auction.
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