TMTB Morning Wrap

Oct 10, 2025

∙ Paid

Good morning. Futures +15bps on a relatively slow Friday (so far!). BTC 40bps. Asia saw mixed price action on Friday: TPX -1.85%, NKY -1.01%, Hang Seng -1.73%, HSCEI -1.8%, SHCOMP -0.94%, Shenzhen -1.74%, Korea KOSPI +1.73%. Samsung +6% / Hynix +6% as SK reopened. Yields down 2-5 bps across the curve.

Let’s get to it…

NVDA: China launches customs crackdown on Nvidia AI chips

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