Yield Hunting

Yield Hunting

Morning Note | July 1, 2022

Yield Hunting's avatar
Yield Hunting
Jul 01, 2022
∙ Paid

Good Morning!

Markets are starting the second half in the red as we saw weaker ISM data on manufacturing activity and the Atlanta Fed GDPNow tracker turns down to -1%. That when coupled with the first quarter GDP drop of -1.6% would fit the technical definition of a recession. The National Bureau of Economic Research, the official arbiter of recessions a…

Keep reading with a 7-day free trial

Subscribe to Yield Hunting to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Yield Hunting · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture