● Market Overview

     - 대표지수: S&P500 +0.40%, Nasdaq +0.63%, Dow +0.09%
     - U.S. 금리: 3M 4.51% (-0.2bp), 10Y 4.07% (-2.3bp), 30yr 4.38% (-1.5bp)
     - Xtra: 필라델피아 반도체 +0.07%, Big Tech주 +0.56%
      (Source: Yahoo Finance, CBOE, CME)



● Seasonality





● Gamma Exposure

     - S&P500



     - SPY ETF





● BTD or STR?






● FED Watch Tool

drawing
[CME Group Fed Watch Tool]