18/Sep/23
◆ Quiet day … Waiting for FOMC U.S. Index: S&P500 +0.07%, Nasdaq +0.15%, Dow +0.02% U.S. Rate: 2Y 5.064% (+2.7bp), 5Y 4.46% (-0.7bp), 10yr 4.315% (-1.9bp), 30yr 4.389% (-2.9bp) U.S. Equity: 필라델피아 반도체 0.35%, 필라델피아 은행 -0.57%, Big Tech주 0.47% Gamma Index: SPY -0.019, QQQ -0.043, IWM -0.031 ◆ Someone is shorting … (Source: GS) No ~ Soft landing narratives ↑ … However, consumer discretionary & consum..
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