● Market Overview

     - 대표지수: S&P500 -1.86%, Nasdaq -2.76%, Dow -0.90%
     - U.S. 금리: 3M 4.43% (-3.1bp), 10Y 4.28% (+1.8bp), 30yr 4.47% (-0.7bp)
     - Xtra: 필라델피아 반도체 -4.01%, Big Tech주 -3.65%
      (Source: Yahoo Finance, CBOE, CME)



● Seasonality





● Gamma Exposure

     - S&P500



     - SPY ETF





● BTD or STR?






● FED Watch Tool

drawing
[CME Group Fed Watch Tool]