Market Conditions
Conditions
Market Conditions
Market Conditions — 2026-09-15
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 -1.1% · QQQ -1.9% · IWM -3.2% · RSP -1.3% | 30d: SPY -2.4% · QQQ -3.6% · IWM -6.5% · RSP -4.0% |
| Volatility | VIX 17.2 (NORMAL) · 1d +0.6% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: Crypto, Food Security, Canadian OG, Trace Iran War Second And Third Order Effects, Hard Assets (+19 more) · Out: Optical Supply Chain, Drone Defense, Thebuildout Semiconductor Test Burn In Equipment, WFE Test Metrology, Quantum Computing (+78 more) | 24 in / 83 out / 1 emerging of 122 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG -0.9% · LQD -1.1% · IEF -1.4% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD -1.4% · USO +10.8% · COPX -10.4% | Gold · oil · copper miners |
Sources
- market-pulse +
rotation-map.json·data/state/vix-gate.json(all numbers code-computed and frozen at emit)
Related
8 events DateTypeEvent
Sep 14 ConditionsMarket Conditions Sep 16 ConditionsMarket Conditions Sep 17 ConditionsMarket Conditions Sep 18 ConditionsMarket Conditions Sep 18 ScanMarket Pulse — Macro Dashboard Sep 11 ConditionsMarket Conditions Sep 11 ScanMarket Pulse — Macro Dashboard Sep 10 ConditionsMarket Conditions No direct external sources are attached to this read.