Coverage

What the desk watches

U.S. markets from an India desk. Themes stay tight so the notes stay short.

Markets

U.S. equities, index options, sector rotation, and implied volatility.

Calendar

FOMC, CPI, earnings, OPEX, and rebalance days when they actually move the tape.

U.S. equities Index options Sector rotation Volatility Macro prints AI infrastructure Cybersecurity Data centers Robotics Energy

Sample note shape

How a brief reads

  • Tape — what the indices and vol did
  • Flow — what options activity is saying
  • Catalyst — the next print or event
  • Watch — two or three names or levels, not a list of twenty

This is the skeleton, not a live call. Figures on the old homepage tape were illustrative only.