● Market Overview

     - 대표지수: S&P500 -0.05%, Nasdaq +0.18%, Dow -0.02%
     - U.S. 금리: 3M 4.5% (-1.8bp), 10Y 4.2% (+2.2bp), 30yr 4.49% (+0.6bp)
     - Xtra: 필라델피아 반도체 -0.47%, Big Tech주 +0.65%
      (Source: Yahoo Finance, CBOE, CME)



● Seasonality





● Gamma Exposure

     - S&P500



     - SPY ETF





● BTD or STR?






● FED Watch Tool

drawing
[CME Group Fed Watch Tool]