Market Conditions
Conditions
Market Conditions
Market Conditions — 2026-08-17
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 -0.1% · QQQ +1.3% · IWM +1.4% · RSP +0.3% | 30d: SPY +4.0% · QQQ +5.0% · IWM +3.4% · RSP +3.5% |
| Volatility | VIX 15.19 (CALM) · 1d +6.6% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: Government Compute, Optical Supply Chain, Web Cloud, Space, Copper · Out: Cultural Thesis, Food Security, Peptide Economy, Consumer, Livestock Disease | 35 in / 15 out / 0 emerging of 70 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG +0.2% · LQD -0.2% · IEF +0.1% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD +0.7% · USO +3.5% · COPX -2.4% | 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 15 ConditionsMarket Conditions Aug 14 ConditionsMarket Conditions Aug 14 ScanMarket Pulse — Macro Dashboard Aug 13 ConditionsMarket Conditions Aug 12 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.