Market Conditions

Conditions

Market Conditions

Market Conditions — 2026-08-07

No new close for 2026-08-08 — carrying the 2026-08-07 readings forward (no trading session in between).

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 +3.5% · QQQ +5.1% · IWM +3.6% · RSP +2.4% 30d: SPY +3.7% · QQQ +1.6% · IWM +2.8% · RSP +3.7%
Volatility VIX 14.9 (CALM) · 1d -1.6% Fire-sale window closed — the trigger is a ≥30% one-day spike
Rotation In: Government Compute, Copper, Cloud SAAS, Lazarus, Cloud ETFS · Out: Memory, Grid Buildout, Humanoid Robotics, AI Power, CPU Shortage Supply Chain 14 in / 31 out / 5 emerging of 69 tracked themes · ranked on trailing 30d strength vs SPY
Credit (7d) HYG +0.6% · LQD +0.7% · IEF +0.6% Orderly credit means the selling is positioning, not a credit event
Hard assets (7d) GLD +7.3% · USO -8.7% · COPX +11.6% Gold · oil · copper miners

Sources

  • market-pulse + rotation-map.json · data/state/vix-gate.json (all numbers code-computed and frozen at emit)
10 events

No direct external sources are attached to this read.