Market Conditions — 2026-08-05

Article Ticker Tape

Article published Aug 5, 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 +5.5% · QQQ +8.4% · IWM +3.9% · RSP +1.9% 30d: SPY +2.5% · QQQ -0.8% · IWM +0.3% · RSP +2.2%
Volatility VIX 15.81 (CALM) · 1d -4.2% Fire-sale window closed — the trigger is a ≥30% one-day spike
Rotation In: Government Compute, Cloud SAAS, Cloud ETFS, Alt Managers, Web Cloud · Out: Memory, CPU Shortage Supply Chain, Space, Humanoid Robotics, Grid Buildout 13 in / 36 out / 5 emerging of 68 tracked themes · ranked on trailing 30d strength vs SPY
Credit (7d) HYG +0.8% · LQD +0.9% · IEF +0.5% Orderly credit means the selling is positioning, not a credit event
Hard assets (7d) GLD +5.0% · USO -11.2% · COPX +13.9% Gold · oil · copper miners

Sources

  • market-pulse + rotation-map.json · data/state/vix-gate.json (all numbers code-computed and frozen at emit)