TMTB EOD Wrap

Sep 10, 2024

∙ Paid

Good afternoon. QQQs +90bps as treasuries rallied ahead of the Aug CPI on Wed. Software and AI names led the way today led by ORCL OCI beat and commentary. Fed expects shifted dovishly with market pricing in 33bps worth of cuts in Sept and 116bps for the year. Crude fell below 70 down 3%. Another busy day at GS. Trump v Kamala tonight.

Let’s get to …

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