Nasdaq 100 cleared 30,000 with VIX suppressed and rates dropping 7bps simultaneously — not a gamma squeeze, this is real positioning into end-of-month. The real test is Thursday: GDP Q1 2nd estimate at 0.5% vs prior 2.0% is a sharp deceleration. If PCE MoM surprises hot on top of weak GDP, the stagflation trade comes back fast and this rally cracks.
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