● Market Overview

     - 대표지수: S&P500 -0.03%, Nasdaq +0.56%, Dow -0.61%
     - U.S. 금리: 3M 4.51% (+2.3bp), 10Y 4.23% (+3.2bp), 30yr 4.5% (+3.4bp)
     - Xtra: 필라델피아 반도체 +1.07%, Big Tech주 +0.88%
      (Source: Yahoo Finance, CBOE, CME)



● Seasonality





● Gamma Exposure

     - S&P500



     - SPY ETF





● BTD or STR?






● FED Watch Tool

drawing
[CME Group Fed Watch Tool]