TMT Breakout

TMT Breakout

Share this post

TMT Breakout
TMT Breakout
TMTB EOD Wrap
Copy link
Facebook
Email
Notes
More

TMTB EOD Wrap

TMT Breakout's avatar
TMT Breakout
Sep 10, 2024
∙ Paid
3

Share this post

TMT Breakout
TMT Breakout
TMTB EOD Wrap
Copy link
Facebook
Email
Notes
More
Share

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 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