Intraday Update – Tech & Semiconductors Leading Like They Should Have Yesterday

2:58 p.m. ET The stock market opened somewhat mixed. The market shifted into rally-mode around 10:00 ET when Treasury yields pulled back in response to this morning’s data, a secretive BLS email, and some Fed talk about about a QE Reverse Twist meant to lower yields at the short end. The 2-yr yield is down…