TMTB EOD Wrap

Nov 18, 2024

∙ Paid

QQQs +69bps as Semis +1.15% finally managed a day of outperformance. BTC +3% past $90k again as COIN CEO mtg with Trump on Monday. ARKK +3% helped by TSLA +5.6% and ROKU +7.5%. China +2%. Treasuries saw modest gains, w/yields ending the day flat-to-down 3bp. The odds of a Fed cut on 12/18 dipped to ~58%, down from 60%. US Nat gas +500bps. Oil +3.3%.

Internet

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.