Market Conditions
Conditions
Market Conditions
Market Conditions — 2026-07-30
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 +0.5% · QQQ -1.2% · IWM +0.2% · RSP +1.6% | 30d: SPY -0.7% · QQQ -7.2% · IWM -2.6% · RSP +1.2% |
| Volatility | VIX 17.09 (NORMAL) · 1d -17.3% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: China Tech, Cloud SAAS, Trace Iran War Second And Third Order Effects, Financials, Alt Managers · Out: WFE Test Metrology, Space, Optical Supply Chain, CPU Shortage Supply Chain, Quantum Computing | 24 in / 29 out / 4 emerging of 68 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG +0.3% · LQD +0.1% · IEF +0.4% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD +1.5% · USO -8.6% · COPX -2.2% | Gold · oil · copper miners |
Sources
- market-pulse +
rotation-map.json·data/state/vix-gate.json(all numbers code-computed and frozen at emit)
Related
9 events DateTypeEvent
Jul 29 ConditionsMarket Conditions Jul 31 ConditionsMarket Conditions Jul 31 ScanMarket Pulse — Macro Dashboard Jul 28 ScanMarket Pulse — Macro Dashboard Aug 3 ConditionsMarket Conditions Aug 4 ConditionsMarket Conditions Jul 25 ScanMarket Pulse — Macro Dashboard Aug 5 ConditionsMarket Conditions Jul 23 ConditionsMarket Conditions No direct external sources are attached to this read.