Good morning. QQQs +20bps. BTC -2.3% dipping below $100k as it continues to churn. Treasuries seeing modest selling pressure, w yields +1-2bps across the curve. Yesterday, Trump capitulated on Mexico/Canada tariff threats with both being deferred for 30 days while China didn’t have any luck and the 10% increase went into effect at midnight. China announced some retaliatory measures that will be implemented on 2/10. (trump and Xi supposed to hold talks in next 1-3 days). China +2% early.
We put out an earnings cheat sheet last night here
Let’s get to it…
PLTR +22%: Massive Beat and Raise and continued acceleration
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