Morning Note | July 29, 2022
Good Morning!
Markets are up small following last night's Amazon and Apple earnings reports. MegaCap Tech earnings so far have been better than feared and corporate outlooks have been constructive. Yesterday, we received 2Q GDP at -0.9% vs 0.4% survey; -1.6% prior, marking the second consecutive contraction in GDP. Although two consecutive declines in GD…
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