QCP: Q2 is often the best quarter for risk assets, but the options market remains cautious

Odaily Planet Daily News QCP Capital published an analysis saying that one of the fastest recent declines in the US stock market may be over, and JPMorgan Chase and a growing number of strategists are telling their clients that improved market sentiment and historically favorable seasonal factors are working together. Boosted by Trump's tariff exemption remarks, BTC briefly broke through $88,000 and the market ushered in a short-term rebound. Although the second quarter is usually one of the strongest periods for risk assets, the options market remains cautious, and the bullish tilt is not expected to be obvious until June. Investors are paying attention to the expiration of quarterly options this week and the upcoming PCE inflation data, which may become the next key catalyst.