● Market Overview

     - 대표지수: S&P500 -0.33%, Nasdaq -0.56%, Dow -0.22%
     - U.S. 금리: 3M 4.46% (-1.7bp), 10Y 4.27% (-0.8bp), 30yr 4.48% (-3.9bp)
     - Xtra: 필라델피아 반도체 -3.35%, Big Tech주 +0.14%
      (Source: Yahoo Finance, CBOE, CME)



● Seasonality





● Gamma Exposure

     - S&P500



     - SPY ETF





● BTD or STR?






● FED Watch Tool

drawing
[CME Group Fed Watch Tool]