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TMTB Morning Wrap

TMTB Morning Wrap

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TMT Breakout
Apr 21, 2025
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TMTB Morning Wrap
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Good morning. Hope everyone had a long weekend. QQQs -1.25% as Japan/China push back slightly on the U.S. Tariff demands (articles below in “Macro” section)

2 Yr dn 2bps but 10 yr up 7bps. China +65bps… BTC +2.5%…

First week of earnings with SAP on Tuesday TXN IBM NOW CHKP on Wednesday and INTC + GOOGL on Thursday…We’ll be here covering it all….

We’ll hit NFLX first, then Tech News/Research, then some Macro…

Let’s get to it…

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