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Metalcreek
@metalcreek4u
US 2Y/10Y treasury spread, an indicator of recession, has been inverted since July 2022 but has recently steepened to +8bps, reflecting market optimism and a shift towards risk-on assets. The S&P 500 attempted to reach new highs but closed in the red post-FOMC. Given the drop in IV, we see an opportunity to buy topside exposure ahead of the elections.
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