Yield Hunting

Yield Hunting

Share this post

Yield Hunting
Yield Hunting
Morning Note | June 28, 2022
Copy link
Facebook
Email
Notes
More

Morning Note | June 28, 2022

Yield Hunting's avatar
Yield Hunting
Jun 28, 2022
∙ Paid

Share this post

Yield Hunting
Yield Hunting
Morning Note | June 28, 2022
Copy link
Facebook
Email
Notes
More
Share

Good Morning!

Futures are up modestly this am with small caps outperforming and strength in MegaCap tech.   China eases COVID travel restrictions. G7 may pursue energy price caps on Russia.  Macro data includes inventories (higher numbers may mean bigger price cuts later; AMZN is holding 2x Prime Days this year), housing data, and consumer confidence (th…

Keep reading with a 7-day free trial

Subscribe to Yield Hunting to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Yield Hunting
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More