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Morning Note | July 14, 2023

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Yield Hunting
Jul 14, 2023
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Good Morning!

Markets were marginally higher on Friday boosted by some stronger earnings reports, namely from JP Morgan and United Healthcare.  Bond yields are moving higher a bit this morning, the dollar lower.  Yesterday’s dovish PPI and lower-than-expected initial claims supports the soft-landing narrative. Key focus today will be banks earnings; C, J…

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