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

Odaily News QCP Capital published an analysis saying that one of the fastest recent declines in the U.S. stock market may be over, and JPMorgan Chase and a growing number of strategists are telling their clients, pointing to the combined effect of improved market sentiment and historically favorable seasonal factors.
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 is still 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.