Blog financiero

Macro Theme: Key dates ahead: 6/30: Quarterly OPEX 7/1: Powell Speaking 9:30AM, ISM 10AM 7/3: NFP 7/4: July 4th (market closed) June OPEX Playbook: Update 6/30 (Looking past todays roll): Due to the large negative SPX gamma above, we will be looking to play long...