Market Conditions — 2026-10-06

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Article published Oct 6, 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 +1.9% · QQQ +3.0% · IWM +0.8% · RSP +1.4% 30d: SPY +1.2% · QQQ +5.7% · IWM -5.0% · RSP -3.0%
Volatility VIX 15.01 (CALM) · 1d -3.3% Fire-sale window closed — the trigger is a ≥30% one-day spike
Rotation In: Thebuildout Data Center Networking Silicon, CPU Shortage Supply Chain, Cybersec, Thebuildout Semiconductor Ip Licensors, Thebuildout Semiconductor Test Burn In Equipment (+62 more) · Out: Alt Managers, Peptide Economy, Lazarus, Food Security, Thebuildout Lithium Battery Metals (+33 more) 67 in / 38 out / 5 emerging of 124 tracked themes · ranked on trailing 30d strength vs SPY
Credit (7d) HYG -0.1% · LQD -0.3% · IEF -0.4% Orderly credit means the selling is positioning, not a credit event
Hard assets (7d) GLD -0.2% · USO +1.1% · COPX +0.9% Gold · oil · copper miners

Sources

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