● Market Overview

     - 대표지수: S&P500 +0.41%, Nasdaq +0.80%, Dow +0.69%
     - U.S. 금리: 3M 4.4% (-3.2bp), 10Y 4.36% (+7.7bp), 30yr 4.56% (+8.5bp)
     - Xtra: 필라델피아 반도체 +1.11%, Big Tech주 +1.31%
      (Source: Yahoo Finance, CBOE, CME)



● Seasonality





● Gamma Exposure

     - S&P500



     - SPY ETF





● BTD or STR?






● FED Watch Tool

drawing
[CME Group Fed Watch Tool]