TMTB EOD
AMZN/NFLX outperform, Large cap helps the QQQs, Yields hit new highs, Semis performance improves at the expense of sw, GTLB falls on short report
Good evening – little late today on the recap as I was running some errands. QQQs finished up 47bps with SOX leading the way up 72bps and ARKK lagging at flat and China down 110bps. The dollar rose to its highest level since Nov (if the move continues, will likely be a headwind to tech topline and eps soon). Yields continued to climb especially on the…
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