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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at just how strong semis have been this bull market as well as how credit spreads have changed over the past year. We then show just how Boeing (BA) and Walgreens (WBA) saved the Dow from a decline in today’s session. Next, we show the massive move in breakeven yields and the tone of FOMC speakers in recent weeks.
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