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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out tonight with some commentary on today’s Fedspeak followed by a look at the latest dose of semis earnings (page 1). We then dive into some details of today’s economic data including various retail sales categories and industrial production (page 2). Afterward, we take a look at corporate issuance, FX, real yields, and crude term structure (page 3). Then we provide a recap of the latest EIA data (page 4) before finishing with an overview of today’s very strong 20 year bond auction (Page 5)
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