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Sign InThe next Morning Briefing will be sent on Monday, July 9. (1) An upset victory upsets “The Resistance.” (2) Meanwhile, animal spirits remain spirited for the most part. (3) S&P 500 sectors’ performance driven more by bond yield than protectionism since Trump’s election win. (4) GDPNow back over 4.0%. (5) M-PMI remains upbeat. (6) M&A is also bullish for stocks. (7) Powell is even handed. (8) More on the corporate debt threat.
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