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TMTB Morning Wrap
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TMTB Morning Wrap

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TMT Breakout
Sep 19, 2024
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TMTB Morning Wrap
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Good morning. QQQs +2% as investors liked what they saw yesterday from the Fed. Treasuries are flat to up small with yields flat to down 3bps while market is pricing in 70bps worth of Fed cuts over the last two meetings of the year (11/7 and 12/18). BTC +4% / China +4%. I think first time there are no red names pre-mkt on my screen…Let’s get to it…

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