Market Conditions
Conditions
Market Conditions
Market Conditions — 2026-07-31
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 +1.1% · QQQ +0.6% · IWM +0.0% · RSP +0.7% | 30d: SPY +0.2% · QQQ -5.1% · IWM -2.7% · RSP +0.8% |
| Volatility | VIX 15.99 (CALM) · 1d -6.4% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: Canadian OG, Trace Iran War Second And Third Order Effects, Government Compute, China Tech, Cloud SAAS · Out: Space, WFE Test Metrology, Quantum Computing, Optical Supply Chain, Humanoid Robotics | 20 in / 30 out / 5 emerging of 68 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG +0.3% · LQD +0.0% · IEF -0.1% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD -0.1% · USO -5.5% · COPX +1.5% | 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 31 ScanMarket Pulse — Macro Dashboard Jul 30 ConditionsMarket Conditions Jul 29 ConditionsMarket Conditions Aug 3 ConditionsMarket Conditions Jul 28 ScanMarket Pulse — Macro Dashboard Aug 4 ConditionsMarket Conditions Aug 5 ConditionsMarket Conditions Jul 25 ScanMarket Pulse — Macro Dashboard Aug 7 ConditionsMarket Conditions No direct external sources are attached to this read.