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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the enormous number of mentions on tariffs on conference calls and what that means for uncertainty (page 1). We then review the latest GDP data (page 2) and earnings reports released after the bell (page 3). Next, we review the sharp drop in AI names (page 4) followed by an update of our KISS basket (page 5).

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