Market Conditions — 2026-07-30

Article Ticker Tape

Article published Jul 30, 2026. Prices below use latest available snapshots.

SPY $772.67 +4.0% 30d QQQ $729.87 +5.0% 30d IWM $304.06 +3.4% 30d

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 +0.5% · QQQ -1.2% · IWM +0.2% · RSP +1.6% 30d: SPY -0.7% · QQQ -7.2% · IWM -2.6% · RSP +1.2%
Volatility VIX 17.09 (NORMAL) · 1d -17.3% Fire-sale window closed — the trigger is a ≥30% one-day spike
Rotation In: China Tech, Cloud SAAS, Trace Iran War Second And Third Order Effects, Financials, Alt Managers · Out: WFE Test Metrology, Space, Optical Supply Chain, CPU Shortage Supply Chain, Quantum Computing 24 in / 29 out / 4 emerging of 68 tracked themes · ranked on trailing 30d strength vs SPY
Credit (7d) HYG +0.3% · LQD +0.1% · IEF +0.4% Orderly credit means the selling is positioning, not a credit event
Hard assets (7d) GLD +1.5% · USO -8.6% · 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)