● Market Overview

     - 대표지수: S&P500 -0.92%, Nasdaq -1.63%, Dow -0.96%
     - U.S. 금리: 3M 4.51% (+0.5bp), 10Y 4.24% (+3.8bp), 30yr 4.52% (+2.3bp)
     - Xtra: 필라델피아 반도체 -1.14%, Big Tech주 -2.14%
      (Source: Yahoo Finance, CBOE, CME)



● Seasonality





● Gamma Exposure

     - S&P500



     - SPY ETF





● BTD or STR?






● FED Watch Tool

drawing
[CME Group Fed Watch Tool]