Yield Hunting

Yield Hunting

Share this post

Yield Hunting
Yield Hunting
Weekly Commentary | July 18, 2021
Copy link
Facebook
Email
Notes
More

Weekly Commentary | July 18, 2021

Yield Hunting's avatar
Yield Hunting
Jul 19, 2021
∙ Paid

Share this post

Yield Hunting
Yield Hunting
Weekly Commentary | July 18, 2021
Copy link
Facebook
Email
Notes
More
Share

Macro Picture

The markets finished the week lower but not before reaching new highs on Wednesday.  Small caps underperformed again and have been weaker against large caps for five consecutive weeks.  The lower results followed the start of earnings season further fueling "growth" fears.

The bigger news was the second big inflation surprise to the upside w…

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