Market Conditions
Conditions
Market Conditions
Market Conditions — 2026-08-14
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 +0.4% · QQQ +1.1% · IWM +1.2% · RSP +1.2% | 30d: SPY +2.9% · QQQ +1.9% · IWM +3.1% · RSP +4.6% |
| Volatility | VIX 14.25 (CALM) · 1d -2.6% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: Government Compute, Web Cloud, Cloud SAAS, Cloud ETFS, Alt Managers · Out: Faang, Watchlist, AI Power, Peptide Economy, EV Clean Energy | 24 in / 23 out / 3 emerging of 70 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG +0.1% · LQD -0.4% · IEF -0.1% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD +0.8% · USO +7.3% · COPX -2.6% | Gold · oil · copper miners |
Sources
- market-pulse +
rotation-map.json·data/state/vix-gate.json(all numbers code-computed and frozen at emit)
Related
10 events DateTypeEvent
Aug 14 ScanMarket Pulse — Macro Dashboard Aug 13 ConditionsMarket Conditions Aug 15 ConditionsMarket Conditions Aug 12 ConditionsMarket Conditions Aug 17 ConditionsMarket Conditions Aug 11 ConditionsMarket Conditions Aug 10 ConditionsMarket Conditions Aug 8 ConditionsMarket Conditions Aug 8 ScanMarket Pulse — Macro Dashboard Aug 7 ConditionsMarket Conditions No direct external sources are attached to this read.