Yield Hunting

Yield Hunting

Share this post

Yield Hunting
Yield Hunting
Morning Note - July 14, 2021

Morning Note - July 14, 2021

Yield Hunting's avatar
Yield Hunting
Jul 14, 2021
∙ Paid

Share this post

Yield Hunting
Yield Hunting
Morning Note - July 14, 2021
Share

Good Morning!

Futures are up nicely this am with the 10-yr down 4 bps to 1.37%. Powell says the Fed is still a ways away from moving off their easing policy. Dems reach an agreement on a $3.5T infra bill to pass via Reconciliation.  When combined with the current bipartisan deal, if both passed, this would add ~$4.1T in net new spending. Bank earnings co…

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 writingGet the app
Substack is the home for great culture

Share