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TMTB Morning Wrap
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TMTB Morning Wrap

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TMT Breakout
Oct 04, 2024
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TMTB Morning Wrap
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Good morning. QQQs +30bps ahead of NFP at 8:30am est. Oil +1.4%; China +4%; BTC +1%; yields flattish for now.

Getting questions on AMZN +1.4% strength this morning — all i see is port strike over + positive JMP note + slight uptick in weekly retail data from Yip. Been an underperformer this wk, so maybe just some reversion.

Let’s get to it…

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