TMTB Morning Wrap
Good morning. QQQs -25bps as we get jobs report in a few minutes.. BTC +3%; Oil +3.5%. yields hovering near flat. Supreme court set to hear arguments today on TikTok ban. Jobs report in a few minutes main focus today…Let’s get to it…
TSMC Sales Beat Estimates in Boost for AI’s Outlook in 2025
58% y/y is an accel from 34% in Nov and 29% in Oct . +1% m/m is much better than typical seasonality of -7% for Dec so co likely to be 2% above street when they report next week
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