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TMTB EOD Wrap

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TMT Breakout
Sep 27, 2024
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Good afternoon. QQQs -56bps led lower by semis -1.8%. Lots of question on why semis weak - didn’t hear anything fundamental just semis have run and # being used to fund China/EM longs. Treasuries were bid thanks to cooler PCE in the morning with yields dropped 2-6bps across the curve. Pretty slow day but let’s get to it…

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