Market Conditions

Conditions

Market Conditions

Market Conditions — 2026-08-24

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 -1.2% · QQQ -3.2% · IWM -2.0% · RSP +0.5% 30d: SPY +3.3% · QQQ +3.2% · IWM +2.3% · RSP +3.9%
Volatility VIX 15.85 (CALM) · 1d +4.8% Fire-sale window closed — the trigger is a ≥30% one-day spike
Rotation In: Government Compute, Cloud SAAS, Crypto, Copper, Cloud ETFS (+31 more) · Out: Thebuildout High Speed Pcbs Server Networking, Thebuildout Ems Contract Electronics Manufacturing, Thebuildout Power Supplies Psu Power Shelves, Thebuildout Etch Equipment, Thebuildout Semiconductor Ip Licensors (+52 more) 36 in / 57 out / 1 emerging of 122 tracked themes · ranked on trailing 30d strength vs SPY
Credit (7d) HYG +0.1% · LQD +0.5% · IEF +0.2% Orderly credit means the selling is positioning, not a credit event
Hard assets (7d) GLD +5.2% · USO +1.4% · COPX +8.3% Gold · oil · copper miners

Sources

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

No direct external sources are attached to this read.