Article Ticker Tape
Article published Jul 29, 2026. Prices below use latest available snapshots.
A frozen snapshot: each card records its own moment and is meant to read stale later. The strip of cards, in order, is the climate history.
| Gauge | Read | Note |
|---|---|---|
| Indexes (7d) | SPY -2.4% · QQQ -6.2% · IWM -1.8% · RSP +1.4% | 30d: SPY -2.3% · QQQ -10.1% · IWM -4.0% · RSP +1.4% |
| Volatility | VIX 20.66 (ELEVATED) · 1d +13.5% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: China Tech, Trace Iran War Second And Third Order Effects, Cloud SAAS, Government Compute, Volume Setups · Out: WFE Test Metrology, Space, Memory, Optical Supply Chain, CPU Shortage Supply Chain | 29 in / 28 out / 2 emerging of 68 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG -0.3% · LQD -0.4% · IEF +0.1% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD -2.1% · USO -1.8% · COPX -2.2% | Gold · oil · copper miners |
Sources
- market-pulse +
rotation-map.json·data/state/vix-gate.json(all numbers code-computed and frozen at emit)