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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look at the major deceleration in wage and salary growth (page 1) followed by a look at the reversal in rental and home prices (page 2). We also update the latest homeownership and vacancy rate data (page 3).  Following a rundown of tonight’s major earnings reports (page 4) before pivoting to show the outperformance of cyclical sectors relative to defensives (page 5).

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