Market Conditions
Conditions
Market Conditions
Market Conditions — 2026-09-17
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 +1.2% · IWM -0.8% · RSP +0.1% | 30d: SPY -0.6% · QQQ -0.1% · IWM -4.9% · RSP -3.0% |
| Volatility | VIX 15.44 (CALM) · 1d -12.8% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: Crypto, Trace Iran War Second And Third Order Effects, Hard Assets, Biotech Capital Cycle, Trace Glp1 Manufacturing (+17 more) · Out: Thebuildout Etch Equipment, Thebuildout Advanced Packaging Equipment, Thebuildout Deposition Equipment, Drone Defense, WFE Test Metrology (+64 more) | 22 in / 69 out / 0 emerging of 122 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG +0.1% · LQD +0.8% · IEF +0.1% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD +0.5% · USO -1.9% · COPX -2.3% | 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 18 ConditionsMarket Conditions Sep 16 ConditionsMarket Conditions Sep 18 ScanMarket Pulse — Macro Dashboard Sep 15 ConditionsMarket Conditions Sep 14 ConditionsMarket Conditions Sep 21 ConditionsMarket Conditions Sep 22 ConditionsMarket Conditions Sep 11 ConditionsMarket Conditions No direct external sources are attached to this read.