mkt stayed resilient yday — credit tightened ~1bp even with SPX -1.2%, NDX -2%, USTs rallying. what’s more interesting was strong TMT credits : new GOOGL/META/ORCL -5~-8bp. Asia panic selloff usually reversed in LDN/NY; today’s -6% KOSPI adds to that reversal potential. I added new TMT jumbos (GOOGL/META) yesterday, and will add more on wideners. now few stress signs (repo/equity) emerging, I think Fed may tilt dovish into Dec FOMC.