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Yield Hunting

Morning Note | June 28, 2022

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Yield Hunting
Jun 28, 2022
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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…

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