TMTB Morning Wrap

Jun 28, 2024

∙ Paid

Note: TMTB will on vacation from July 1st through July 18th. This will be the last post until then. Details here.

Good morning. Consensus so far is Biden put in a brutal performance. QQQs +50bps ahead of PCE on last day of the q. BTC +50bps; China +1%. Let’s get to it.

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