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Thursday, 14 March, 2024

US Upside

We’ve seen ppi miss before after a cpi beat

SFRH5 30bps off post-payroll highs on fri and close to the 95.715 yearly lows
We starting to build longs in SFRH5 ahead of US data
Some UST upside for tomorrow exp
111 c is 9/11
111.25 call for 4 (looks good)
111/111.5 cs for 8
{EU} RX upside for tomorrows expiry
133 call for 10 with a nice delta is the one you would be after

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