2706 科技日报2中英

TMTB will be on vacation from 6/30 - 7/11. This is our last post until then. TMTB 将于 6 月 30 日至 7 月 11 日期间休假, 本次为休假前 最后一期内容。 Good morning. QQQs +50bps as risk on continues helped by some positive trade news (US -china deal from Geneva/London was signed and Lutnick said 10 separate trade agreements possible in near future). BTC -80bps. Yields are ticking up 2-3bps across the curve. Fed expects continue to price in ~60bps worth of cuts this year. 早安。QQQ 指数上涨 50个基点,风险偏好持续升温,部分 | 得益于积极的贸易消息(中美在日内瓦/伦敦签署协议, Lutnic ...