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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at the massive whipsaw in quant factors (page 1). We then check in on stocks impacted by MAHA (page 2) and the crowning of a new market cap king in Europe (page 3). After an update on the latest Treasury allotment data (page 4), we review the crude term premium (page 5) and latest housing data (pages 6 and 7). We round out tonight’s report with an update of regional Fed manufacturing data (pages 8 – 10).

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