TMT Breakout

TMT Breakout

Share this post

TMT Breakout
TMT Breakout
TMT Morning Wrap
Copy link
Facebook
Email
Notes
More

TMT Morning Wrap

TMT Breakout's avatar
TMT Breakout
Aug 19, 2024
∙ Paid

Share this post

TMT Breakout
TMT Breakout
TMT Morning Wrap
Copy link
Facebook
Email
Notes
More
1
Share

Good morning. QQQ +10bps after coming off the best week of the year. BTC -2.5%; yields ticking down. Asia mixed with Japan -2% and China +50bps. Several off-q earnings this week: PANW (tonight); ADI, SNOW WOLF, M, SNPS (Wed); WDAY, BILL, INTU, BIDU, NTES (Thursday). On the macro front, Fed minutes hit Wed, we get some flash PMIs, and Powell speaks at Jackson Hole on Friday,. Let’s get to it…

Keep reading with a 7-day free trial

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

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

Share

Copy link
Facebook
Email
Notes
More