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News flow as European shares outperform the US
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News flow as European shares outperform the US

Edward Harrison
Jul 1, 2020
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Happy Wednesday. From what I can discern, the macro outlook is largely unchanged today. So, I thought I'd take a stab at presenting the news flow that most grabs my attention to put it in context for you.

The framing here is that we reached an inflection point in mid-June where the re-opening rally was well-advanced and markets were looking for greater c…

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