● Market Overview

     - 대표지수: S&P500 +0.27%, Nasdaq +0.26%, Dow +0.65%
     - U.S. 금리: 3M 4.48% (-2.8bp), 10Y 4.28% (+4.6bp), 30yr 4.53% (+3.1bp)
     - Xtra: 필라델피아 반도체 -0.02%, Big Tech주 +0.30%
      (Source: Yahoo Finance, CBOE, CME)



● Seasonality





● Gamma Exposure

     - S&P500



     - SPY ETF





● BTD or STR?






● FED Watch Tool

drawing
[CME Group Fed Watch Tool]