Market Conditions

Conditions

Market Conditions

Market Conditions — 2026-08-14

No new close for 2026-08-15 — carrying the 2026-08-14 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 +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)
10 events

No direct external sources are attached to this read.