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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with an update on the tariff front (page 1) followed by a check up on stock and bond correlation (page 2).  Next, we review the latest PMI data in the forms of S&P Global (page 3) and the ISM figures (page 4).  We also show what this implies for GDP tracking (page 5). Next, we dive into the latest housing data regarding mortgage debt (page 6) and inventories (pages 7 and 8).

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