29/Aug/2023
◆ A bad news Is a good for market now? … A goldilocks narrative is back, but consumer / retail to be further checked U.S. Index: S&P500 +1.45%, Nasdaq +2.15%, Dow +0.85% U.S. Rate: 2Y 4.884% (-16.4bp), 5Y 4.272% (-13.4bp), 10yr 4.118% (-9.0bp), 30yr 4.230% (-5.0bp) U.S. Equity: 필라델피아 반도체 2.64%, 필라델피아 은행 1.94%, Big Tech주 2.06% Gamma Index: SPY -0.047, QQQ -0.037, IWM -0.044 ◆ Economic indicators ..
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