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TMTB Morning Wrap
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TMTB Morning Wrap

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TMT Breakout
Sep 30, 2024
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TMTB Morning Wrap
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Good morning. QQQs -40bps as China +2% continues to rip. AI semis taking a breather this morning as the flows we saw shift to China/EM/cyclicals Friday continues. BTC - 3% as yields tick up slightly with 2 year up 4bps and 10 year up 2bps

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