Morning Note | July 18, 2023

Jul 18, 2023

∙ Paid

Good Morning!

Markets are slightly higher this morning as bank earnings resume today headlined by Bank of America and Morgan Stanley. The soft landing narrative (or even no landing) expands with positive comments from regulators and the sell side. The Fed has entered their self-imposed blackout period ahead of next week's meeting.

So far, we are seeing …

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