US TECHNOLOGY: MNI TMT: Week In Review
AMAT: New issue which priced wide of our FV
https://my.mnimarkets.com/article/0c186eff-d0fc-453e-99cd-4c1b54893c12-1757947190324
T: New issue which priced in line with our FV
https://my.mnimarkets.com/article/5163d2c1-bf05-45e4-8a4a-ffe7a7323e78-1758208140961
AVGO: We saw S&P’s positive outlook as better than expected
https://my.mnimarkets.com/article/779938d0-7366-4d46-a4a3-0b1c97d30de2-1758126421710
Intel: NVDA to Buy $5B stake
https://my.mnimarkets.com/article/67206c08-9fde-45e0-934d-4576057e183b-1758194556630
ORCL: Clarity on TikTok Involvement
https://my.mnimarkets.com/article/9c1275c3-fb86-4d40-80fa-f2bf4737f507-1758050369946
FI: We highlighted FI 5’35 as trading cheap
https://my.mnimarkets.com/article/e55de151-7001-4068-a91f-e294ace5bc91-1758124720095
TEAM: Buying DX for $1B
https://my.mnimarkets.com/article/34a8d1cc-0bbe-4497-a1f7-cd1a6eb359dd-1758210132606
WDAY: Elliott Stake and Investor Day
https://my.mnimarkets.com/article/4205cbc3-507c-4095-b532-b02c35accd97-1758110568618
ARW: CEO transition
https://my.mnimarkets.com/article/851dbafa-91e9-48ee-815d-bff0fe2eba55-1758053624908
FactSet 4Q25 Earnings
https://my.mnimarkets.com/article/f1f2f923-6e64-4e7e-8925-cf131cda9b1e-1758221737656
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Historical bullets
US TSYS: Post-July FOMC Minutes React Update: Support Cools
Slightly hawkish minutes (pre-NFP) sees support in Tsys gradually cooling.
- Tsy Sep 10Y contract trades at 111-28 (+3.5) vs. 112-00.5 high, 10Y yield rises to 4.2887%.
- Initial technical support well below at 111-11 (50-day EMA); resistance above at 112-15.5 (High Aug 5 and the bull trigger).
- Curves mixed: 2s10s -1.100 at 54.510, 5s30s +.806 at 109.048.
US TSY OPTIONS: BLOCK: 30Y Ultra-Bond Funded Skew Play
- -5,000 WNU5 117.5 puts 30 vs. 117-16/0.50%
- vs. +5,000 WNV5 116/119 put over risk reversal, 10 net vs. 117-08/0.75% at 1355:39ET
US TSYS: Post-July FOMC Minutes React
- Still comfortably bid, Treasuries pare gains slightly after the July FOMC minutes showed almost all wanted to keep rates steady.
- Tsy Sep 10Y contract trades at 111-29.5 vs. 112-00.5 high, 10Y yield taps 4.2829%.
- Initial technical support well below at 111-11 (50-day EMA); resistance above at 112-15.5 (High Aug 5 and the bull trigger).
- Curves mixed: 2s10s -1.489 at 54.121, 5s30s +.472 at 108.714.
