Market Conditions
Conditions
Market Conditions
Market Conditions — 2026-08-05
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 +5.5% · QQQ +8.4% · IWM +3.9% · RSP +1.9% | 30d: SPY +2.5% · QQQ -0.8% · IWM +0.3% · RSP +2.2% |
| Volatility | VIX 15.81 (CALM) · 1d -4.2% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: Government Compute, Cloud SAAS, Cloud ETFS, Alt Managers, Web Cloud · Out: Memory, CPU Shortage Supply Chain, Space, Humanoid Robotics, Grid Buildout | 13 in / 36 out / 5 emerging of 68 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG +0.8% · LQD +0.9% · IEF +0.5% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD +5.0% · USO -11.2% · COPX +13.9% | 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 7 ConditionsMarket Conditions Aug 3 ConditionsMarket Conditions Aug 8 ConditionsMarket Conditions Aug 8 ScanMarket Pulse — Macro Dashboard Aug 10 ConditionsMarket Conditions Jul 31 ConditionsMarket Conditions Jul 31 ScanMarket Pulse — Macro Dashboard Jul 30 ConditionsMarket Conditions No direct external sources are attached to this read.