TMTB Morning Wrap
Good morning. Futures -16bps on a fairly quiet morning. QQQs +1.5% YTD so far but a lot of gains confined to a narrow leadership of stocks (Memory, Semicap, AMZN). Stocks in Asia Mixed overnight: TPX -0.77%, NKY -1.06%, Hang Seng -0.94%, HSCEI -1.14%, SHCOMP+0.05%, Shenzhen +0.11%, Taiwan TAIEX-0.46%, Korea KOSPI +0.57%.
BTC -1%. Yields down 1-3 bps across the curve.
Let’s get straight to the good stuff…
