Market Conditions

Conditions

Market Conditions

Market Conditions — 2026-08-31

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 +1.5% · IWM -1.4% · RSP -1.2% 30d: SPY +2.7% · QQQ +4.2% · IWM +0.9% · RSP +2.0%
Volatility VIX 14.43 (CALM) · 1d -0.5% Fire-sale window closed — the trigger is a ≥30% one-day spike
Rotation In: Hard Assets, Crypto, Cloud SAAS, Government Compute, Copper (+37 more) · Out: Airlines, Travel Leisure, Grid Buildout, China Tech, Neoclouds (+47 more) 42 in / 52 out / 0 emerging of 124 tracked themes · ranked on trailing 30d strength vs SPY
Credit (7d) HYG +0.1% · LQD +0.0% · IEF -0.3% Orderly credit means the selling is positioning, not a credit event
Hard assets (7d) GLD -4.3% · USO +1.2% · COPX -1.8% 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
DateTypeEvent
Sep 1 ConditionsMarket Conditions Sep 2 ConditionsMarket Conditions Sep 3 ConditionsMarket Conditions Aug 28 ConditionsMarket Conditions Aug 28 ScanMarket Pulse — Macro Dashboard Aug 27 ConditionsMarket Conditions Sep 4 ConditionsMarket Conditions

No direct external sources are attached to this read.