Positioning reflects a market bracketed by heavy gamma at 8000 resistance and 7200 support, with dealers likely short gamma between these bounds. The Fed's hawkish pivot and elevated Treasury yields suggest realized volatility may continue climbing, yet the skew remains defensive with put concentration at 6600-7000 implying demand for downside protection outweighs upside conviction.
Positioning reflects a market bracketed by heavy gamma at 8000 resistance and 7200 support, with dealers likely short gamma between these bounds. The Fed's hawkish pivot and elevated Treasury yields suggest realized volatility may continue climbing, yet the skew remains defensive with put concentration at 6600-7000 implying demand for downside protection outweighs upside conviction.