Market Conditions — 2026-09-02

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Article published Sep 2, 2026. Prices below use latest available snapshots.

SPY $763.25 +1.2% 30d QQQ $709.80 +0.7% 30d IWM $270.44 -4.8% 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 -0.1% · QQQ -0.3% · IWM -1.6% · RSP -1.6% 30d: SPY +1.0% · QQQ +1.3% · IWM -0.8% · RSP +0.7%
Volatility VIX 15.2 (CALM) · 1d -7.0% Fire-sale window closed — the trigger is a ≥30% one-day spike
Rotation In: Hard Assets, Crypto, Food Security, Thebuildout Lithium Battery Metals, Thebuildout Nand Flash Memory (+29 more) · Out: Airlines, Neoclouds, Grid Buildout, China Tech, Robotics (+65 more) 34 in / 70 out / 0 emerging of 124 tracked themes · ranked on trailing 30d strength vs SPY
Credit (7d) HYG -1.0% · LQD -1.3% · IEF -1.2% Orderly credit means the selling is positioning, not a credit event
Hard assets (7d) GLD -4.4% · USO +10.8% · COPX -5.8% Gold · oil · copper miners

Sources

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