Tomorrow (7/30) we have 3 big earnings in the exchange & market data space:
ICE (8:30 AM EST)
Moody's (11:30 AM EST)
Tradeweb (9:00 AM EST)
Here's what I'm watching as the reports come in 
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1) ICE We know volumes have been weak, so focus will be on market data. Is 6-7% data growth per year still achievable? If not, why? Expense reductions and updates on investments (Bakkt, ETF Hub, MERS, etc...) will be worth watching as well.pic.twitter.com/hBBdjPRH9s
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2) Moody's We saw S&P Global come out with
results earlier this week; the market expects Moody's to have similar success.
What are their thoughts on 2H 2020 debt issuance? What are data customers telling them & is the tune different than competitors?pic.twitter.com/rKTIMBKOK3
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3) Tradeweb Performance has been lagging MarketAxess as of late due to low rates volatility (similar to CME's challenge). How are they responding to competitors in treasuries? How is the WFH shift helping volumes? Any comments on Fed intervention?
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End of conversation
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