TMT Breakout

TMT Breakout

Share this post

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

TMTB Morning Wrap

TMT Breakout's avatar
TMT Breakout
Aug 23, 2024
∙ Paid

Share this post

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

Good morning. QQQs +80bps rallying after yesterday’s down day. Main event today is Powell’s speech at Jackson Hole, which starts at 10am est. Fed exepctations are holding steady with market pricing in 31bps of cuts for 9/18 and 97bps for the year and yields are flat across the curve. Arguably bigger for the market is NVDA on Wednesday of next week (MRVL/DELL Thurs). Should be an exciting one. We’ll recap WDAY/INTU earnings first then get to news/research/3p. 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