TMTB Weekly
Happy Sunday. Equities were up this week with SPX +1.6%; QQQs +3.5% while yields ticked lower on the back of a cooler CPI, AAPL’s WWDC which got investors excited about the next iPhone cycle, and a round of TMT earnings which surprised to the upside. Summer is almost officially here and things should finally begin to slow down after a week where we got…