Market Conditions — 2026-08-13

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Article published Aug 13, 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 +1.2% · QQQ +2.4% · IWM +1.8% · RSP +1.9% 30d: SPY +3.5% · QQQ +1.7% · IWM +3.0% · RSP +4.3%
Volatility VIX 14.63 (CALM) · 1d +0.6% Fire-sale window closed — the trigger is a ≥30% one-day spike
Rotation In: Government Compute, Cloud SAAS, Web Cloud, Cloud ETFS, Alt Managers · Out: AI Power, Memory, Supply Chain Traces, Humanoid Robotics, Semis 21 in / 24 out / 5 emerging of 70 tracked themes · ranked on trailing 30d strength vs SPY
Credit (7d) HYG +0.4% · LQD +0.2% · IEF +0.4% Orderly credit means the selling is positioning, not a credit event
Hard assets (7d) GLD +2.4% · USO +5.2% · COPX -0.7% Gold · oil · copper miners

Sources

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