JimmyTurner
08-25

$Horizon Quantum Holdings LTD(HQ)$ $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ Some context for the market weakness: this isn't just about stocks. Treasury supply and auctions, Japan/BOJ policy, the yen carry trade, and U.S. yields are all interconnected. Higher yields mean pressure on growth and tech valuations. Add NVDA earnings and Jackson Hole into the mix, and there's plenty of reason for risk to come off ahead of two major catalysts. Watching the 10Y/30Y, NVDA guidance, and Warsh's comments.

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