Market Conditions
Conditions
Market Conditions
Market Conditions — 2026-08-25
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 -0.2% · QQQ -1.0% · IWM -0.3% · RSP +0.9% | 30d: SPY +3.6% · QQQ +3.9% · IWM +2.8% · RSP +3.8% |
| Volatility | VIX 15.45 (CALM) · 1d -2.5% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: Copper, Government Compute, Crypto, Hard Assets, Cloud SAAS (+29 more) · Out: Thebuildout Etch Equipment, Thebuildout Deposition Equipment, Thebuildout Advanced Packaging Equipment, Grid Buildout, Thebuildout Fuel Cells Alternative Dc Power (+45 more) | 34 in / 50 out / 1 emerging of 123 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG +0.5% · LQD +1.0% · IEF +0.6% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD +7.4% · USO -3.5% · COPX +12.6% | Gold · oil · copper miners |
Sources
- market-pulse +
rotation-map.json·data/state/vix-gate.json(all numbers code-computed and frozen at emit)
Related
6 eventsNo direct external sources are attached to this read.