Market Conditions

Conditions

Market Conditions

Market Conditions — 2026-09-08

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 +0.6% · QQQ +1.5% · IWM +1.4% · RSP -0.4% 30d: SPY -0.9% · QQQ -0.7% · IWM -2.3% · RSP -1.5%
Volatility VIX 15.72 (CALM) · 1d +8.2% Fire-sale window closed — the trigger is a ≥30% one-day spike
Rotation In: Crypto, Memory, Thebuildout Nand Flash Memory, Food Security, Canadian OG (+24 more) · Out: Airlines, Travel Leisure, Thebuildout Trailing Edge Logic Specialty Foundries, Thebuildout Data Center Power Semiconductors, China Tech (+51 more) 29 in / 56 out / 5 emerging of 124 tracked themes · ranked on trailing 30d strength vs SPY
Credit (7d) HYG +0.0% · LQD +0.3% · IEF +0.1% Orderly credit means the selling is positioning, not a credit event
Hard assets (7d) GLD +0.8% · USO +3.6% · 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 7 ConditionsMarket Conditions Sep 9 ConditionsMarket Conditions Sep 10 ConditionsMarket Conditions Sep 6 ConditionsMarket Conditions Sep 11 ConditionsMarket Conditions Sep 5 ConditionsMarket Conditions Sep 11 ScanMarket Pulse — Macro Dashboard Sep 4 ConditionsMarket Conditions

No direct external sources are attached to this read.