US TMT Quick Hits

This report provides a daily update on US TMT market performance, highlighting sector-specific volatility and investor sentiment ahead of the upcoming FOMC meeting.

Key Takeaways

• 1.Market sentiment remains balanced despite a late-day NDX pullback, with investors focusing on FOMC guidance and upcoming earnings from Accenture and Micron.
• 2.The FOMC is expected to keep the funds rate unchanged at the June meeting and potentially simplify its forward guidance.

Table of Contents

• GS US TMT .. quick hits ..
• Consumer relief
• Sign of the times
• Internet
• FOMC tomorrow
• Accenture (ACN) on Thursday

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