Good morning. QQQs +65bps following through on the late Friday rally. Yields are up ~3-4bps across the curve.
BTC was up 7% over the weekend:
On the macro schedule, got a big week with ISM today at 10am, Tariffs/ SOTU tomorrow (9pm est.), ISM services Wednesday, and NFP/pot’l SP 500 inclusion on Friday.
Earnings this week (we’ll have some bogeys out later):
The big MS TMT Conference starts today, arguably the most well-attended TMT conference of the year. Here’s a schedule organized by sector:
Performance hasn’t always been great during this conference:
Full schedule + webcast can be found at these links:
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