TMTB MORNING WRAP
Good morning. QQQs -50bps. Yields up 3-6 bps across the curve. China +50bps. BTC -1%.
A few things this week: BofA’s Tech Conference begins tomorrow (agenda below), SNOW summit/analyst day begins today and runs through Thursday. We get Sp500 adds on Friday with APP, DDOG, CVNA most likely candidates. MDB, AVGO, HPE, CIEN, and CRWD on the earnings docket.
Let’s get straight to it…
