TMTB Morning Wrap
Good morning. Quite a week to be away; I’m still catching up on things…I’ll have some updated bogeys on prints out later today or tomorrow after getting a pulse on things…Couple busy weeks ahead.
This morning, QQQs rebounding a bit +50bps, yields ticking up again, BTC +2%, China +75bps. Good to be back. Let’s get to it…
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