Market Conditions
Conditions
Market Conditions
Market Conditions — 2026-08-03
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 +2.5% · QQQ +2.6% · IWM +1.1% · RSP +0.9% | 30d: SPY +0.8% · QQQ -3.1% · IWM -0.9% · RSP +1.0% |
| Volatility | VIX 15.86 (CALM) · 1d -0.8% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: Canadian OG, China Tech, Alt Managers, Cloud SAAS, Web Cloud · Out: Space, Memory, CPU Shortage Supply Chain, Supply Chain Traces, WFE Test Metrology | 15 in / 33 out / 5 emerging of 68 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG +0.1% · LQD -0.4% · IEF -0.5% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD -0.8% · USO -5.5% · COPX +1.9% | 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
Aug 4 ConditionsMarket Conditions Aug 5 ConditionsMarket Conditions Jul 31 ConditionsMarket Conditions Jul 31 ScanMarket Pulse — Macro Dashboard Jul 30 ConditionsMarket Conditions Aug 7 ConditionsMarket Conditions Aug 8 ConditionsMarket Conditions Jul 29 ConditionsMarket Conditions Aug 8 ScanMarket Pulse — Macro Dashboard No direct external sources are attached to this read.