Market Conditions

Conditions

Market Conditions

Market Conditions — 2026-08-19

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 -0.5% · QQQ -1.0% · IWM -0.3% · RSP +0.5% 30d: SPY +3.6% · QQQ +2.9% · IWM +3.2% · RSP +4.5%
Volatility VIX 14.89 (CALM) · 1d -6.0% Fire-sale window closed — the trigger is a ≥30% one-day spike
Rotation In: Government Compute, Copper, Cloud SAAS, Biotech, Web Cloud (+36 more) · Out: Grid Buildout, Thebuildout Semiconductor Ip Licensors, AI Power, Airlines, Thebuildout Humanoid Robots Embodied AI (+48 more) 41 in / 53 out / 2 emerging of 122 tracked themes · ranked on trailing 30d strength vs SPY
Credit (7d) HYG +0.1% · LQD +0.4% · IEF +0.5% Orderly credit means the selling is positioning, not a credit event
Hard assets (7d) GLD +2.2% · USO +2.9% · COPX -0.1% Gold · oil · copper miners

Sources

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

No direct external sources are attached to this read.