Morning Note | July 7, 2022

Jul 07, 2022

∙ Paid

Good Morning!

Markets are up over 1% as they look to build on recent gains. The big news is that UK Prime Minister Boris Johnson resigns. Fed minutes are more hawkish than expected but investors ignored them. Tech continues to outperform as the market believes there is a cap on rates. Macro data out yesterday was strong (ISM and JOLTS). Rate markets are …

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