ConvexaDaily

Performance Snapshot

Convexa versus SPY on identical measurement windows.
Last Session
Day 12 · 17 Sep 2026
−1.92%
SPY+1.13%
7 Days
+4.07%
SPY+0.63%
30 Days
+32.16%
SPY−0.63%
Since Strategy Inception
+73.87%
SPY−0.93%
Since 5 Aug 2026

Manager's Note

Yesterday the market came back to life and moved decisively higher. At the same time, the volatility curve shifted: implied volatility in the far upside wing, particularly long-dated calls, rose significantly. This was unfavorable for our structure and resulted in a modest loss in the official post-clearing broker report.

Intraday portfolio NLV in the terminal, however, remained positive. As noted previously, terminal NLV and the official post-clearing NLV regularly diverge; in recent weeks, the official figure has often been 1–2% below the terminal value observed near the close.

Today’s large quarterly expiration may materially reshape positioning. This could create scope for a stronger market move next week. More meaningful conclusions should be possible on Monday or Tuesday once updated positioning and volatility data become available.

Market Snapshot · 17 September 2026

Expanded public summary of the latest completed US session.

Technical Picture

US equities rebounded broadly, led by technology. The S&P 500 gained 1.14%, the Nasdaq Composite rose 1.69%, the Nasdaq-100 advanced 1.73%, and the Russell 2000 gained about 0.6%. Market breadth improved materially, with advancing stocks outnumbering decliners by more than two to one on both the NYSE and Nasdaq. The 10-year Treasury yield eased to roughly 4.93%, reducing pressure on longer-duration growth assets. The next technical transition is the 18 September quarterly options expiration, which can reset dealer positioning and short-dated gamma conditions.

S&P 500+1.14%
Nasdaq-100+1.73%
Russell 2000≈ +0.6%
US 10-year yield≈ 4.93%

Fundamental Picture

The dominant macro driver remains the repricing of the monetary-policy path after the Federal Reserve raised its target range by 25 basis points to 3.75%–4.00% on 16 September and signaled that further tightening may follow. Lower Treasury yields and softer oil prices helped stabilize equity valuations, particularly in technology. Labor data remained firm, while housing data were softer. The central fundamental tension is therefore unchanged: resilient activity supports earnings expectations, but persistent strength can also keep policy restrictive for longer.

Primary transmission channelRates → yields → valuations
Policy regimePost-hike repricing
Near-term focusFed communication

Volatility & Options

Near-term event premium compressed sharply after the Federal Reserve meeting. VIX closed at 15.44, VXN at 19.96 and VIX9D at 13.39, while the medium-dated VIX structure remained materially higher. That configuration is consistent with a calmer immediate regime but persistent medium-term risk pricing. The front end therefore relaxed much faster than the broader volatility curve.

VIX15.44
VXN19.96
VIX9D13.39
VIX3M / VIX6M18.55 / 20.30

Weekly Risk Map · 21–25 September 2026

Public version. Market events and transmission channels only; no internal position management or strategy instructions.
Overall riskHigh
Key dayThursday, 24 September
Main catalystUS–China summit
Market regimePost-quarterly expiration
upcoming
Monday
High

First full session after quarterly expiration. Focus on dealer hedging reset and whether prior strike-related price behavior persists.

upcoming
Tuesday
High

Federal Reserve communication may refine the market’s view of the new policy path and move Treasury yields.

upcoming
Wednesday
Medium

Primarily technical risk: additional Fed commentary and VIX expiration may affect short-term volatility flows.

upcoming
Thursday
Critical

The scheduled US–China summit in Washington concentrates headline risk around trade, technology restrictions, semiconductors, artificial intelligence and critical materials.

upcoming
Friday
High

Durable-goods data, consumer inflation expectations and weekly expiration may amplify moves in rates, volatility and the major equity indexes.

Weekly framing. Risk is not evenly distributed. The first half of the week is dominated by post-Fed and post-expiration repricing; Thursday concentrates the largest scheduled event risk, while Friday combines macroeconomic data and short-dated options mechanics.

Archive

Monthly public interpretation and official broker documentation.
Convexa Monthly ReportInstitutional monthly interpretation: performance, benchmark comparison, drawdown and market context.
Official Broker StatementMonthly broker-issued source document used as the official public performance record.