Morning Note | July 19, 2022

Jul 19, 2022

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Good Morning!

Markets are rallying hard again today as investors are betting that Q2 earnings will come in ahead of expectations. MegaCap Tech is leading the way. IBM is down -5% following earnings last night. Yesterday, markets reversed lower following AAPL’s headline on hiring slowing; a move iterated by GS. Commodities are mixed despite USD weakness; …

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