TMTB Morning Wrap

Good morning. QQQs -40bps down slightly to start day weighed down by AAPL after weak initial iPhone 16 checks. MSFT co-pilot event today at 11am est. This week we have analyst days from CRM (Tues), WDAY (Tues), CRWD (Wed), HUBS (Wed) and GLW (Thurs). BTC -2% / FXI +60bps as Asia was closed on Monday, Yields flat to down 3bps. It’s Fed cut week as mark…