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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, as risk sentiment has improved, yields have soared. We begin with a look at some of the stocks with the highest and lowest correlations to the 10-year yield. Given this we also show the deteriorating technical picture of Treasury futures. On the bright side, we then review some more bullish charts of international equities including CWI, EEM, and ASHR. We finish tonight with an update to Bloomberg’s weekly data on Consumer Comfort which has dropped substantially in the past two weeks.
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