TMTB Morning Wrap

May 29, 2024

∙ Paid

Good morning. QQQs -60bps; BTC -50bps; 10 yr up but 2 yr down. China -2%

ISI Internet summit today - mgmt from ABNB BKNG, DUOL, EBAY, ETSY, GDDY, MTCH, ROKU, SPOT, UBER and ZG will be there.

AMD CTO at sell-side lunch today.

There will be no EOD Wrap today.

About a slow a news day as it gets but lets get to it…

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