TMTB Morning Wrap

Futures -25bps after some slightly hotted PCE data. Asia saw mixed price action on Friday: TPX -1.13%, NKY -1.12%, Hang Seng -1.1%, HSCEI -1.22%, Korea KOSPI +2.31%. Memory names were up with Hynix +6% and hitting new highs. Yields are flattish ahead of potential SCOTUS decision on IEEPA tariffs. BTC +50bps

Pretty slow Friday morning all things considered. We’ll hit AKAM and other earnings first then onto to the usual.

Let’s get to it…