Market Conditions

Conditions

Market Conditions

Market Conditions — 2026-07-23

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 -1.7% · QQQ -2.0% · IWM -1.2% · RSP -1.5% 30d: SPY +0.7% · QQQ -2.6% · IWM -1.6% · RSP +0.7%
Volatility VIX 18.7 (NORMAL) · 1d +12.4% Fire-sale window closed — the trigger is a ≥30% one-day spike
Rotation In: Food Security, Cybersec, Cloud SAAS · Out: Memory, Optical Supply Chain, Quantum Computing 24 in / 29 out / 1 emerging · ranked on trailing 30d strength
Credit (7d) HYG -0.7% · LQD -1.1% · IEF -0.9% Orderly credit means the selling is positioning, not a credit event
Hard assets (7d) GLD +1.8% · USO +16.9% · COPX +4.9% Gold · oil · copper miners

Sources

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

No direct external sources are attached to this read.