Market Conditions
Conditions
Market Conditions
Market Conditions — 2026-08-04
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 +4.1% · QQQ +7.2% · IWM +2.8% · RSP +1.2% | 30d: SPY +2.7% · QQQ +0.1% · IWM +0.9% · RSP +2.4% |
| Volatility | VIX 16.5 (NORMAL) · 1d +4.0% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: Government Compute, Cloud SAAS, Web Cloud, Alt Managers, Cloud ETFS · Out: Memory, Space, Grid Buildout, Humanoid Robotics, CPU Shortage Supply Chain | 13 in / 39 out / 5 emerging of 68 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG +0.7% · LQD +0.4% · IEF +0.0% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD +1.3% · USO -3.9% · COPX +9.8% | 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 5 ConditionsMarket Conditions Aug 3 ConditionsMarket Conditions Aug 7 ConditionsMarket Conditions Aug 8 ConditionsMarket Conditions Jul 31 ConditionsMarket Conditions Jul 31 ScanMarket Pulse — Macro Dashboard Aug 8 ScanMarket Pulse — Macro Dashboard Jul 30 ConditionsMarket Conditions Aug 10 ConditionsMarket Conditions No direct external sources are attached to this read.