Market Conditions

Conditions

Market Conditions

Market Conditions — 2026-09-02

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 -0.3% · IWM -1.6% · RSP -1.6% 30d: SPY +1.0% · QQQ +1.3% · IWM -0.8% · RSP +0.7%
Volatility VIX 15.2 (CALM) · 1d -7.0% Fire-sale window closed — the trigger is a ≥30% one-day spike
Rotation In: Hard Assets, Crypto, Food Security, Thebuildout Lithium Battery Metals, Thebuildout Nand Flash Memory (+29 more) · Out: Airlines, Neoclouds, Grid Buildout, China Tech, Robotics (+65 more) 34 in / 70 out / 0 emerging of 124 tracked themes · ranked on trailing 30d strength vs SPY
Credit (7d) HYG -1.0% · LQD -1.3% · IEF -1.2% Orderly credit means the selling is positioning, not a credit event
Hard assets (7d) GLD -4.4% · USO +10.8% · COPX -5.8% 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
DateTypeEvent
Sep 3 ConditionsMarket Conditions Sep 1 ConditionsMarket Conditions Sep 4 ConditionsMarket Conditions Aug 31 ConditionsMarket Conditions Sep 4 ScanMarket Pulse — Macro Dashboard Sep 5 ConditionsMarket Conditions Sep 6 ConditionsMarket Conditions Sep 7 ConditionsMarket Conditions

No direct external sources are attached to this read.