Market Conditions

Conditions

Market Conditions

Market Conditions — 2026-09-21

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 +1.7% · QQQ +4.5% · IWM -0.8% · RSP -1.1% 30d: SPY +1.0% · QQQ +3.9% · IWM -4.8% · RSP -4.1%
Volatility VIX 14.87 (CALM) · 1d +0.4% Fire-sale window closed — the trigger is a ≥30% one-day spike
Rotation In: Cybersec, Crypto, Thebuildout High Speed Pcbs Server Networking, Trace Iran War Second And Third Order Effects, Thebuildout Data Center Switch Nic Vendors (+30 more) · Out: Travel Leisure, Cultural Thesis, Consumer, Alt Managers, Livestock Disease (+53 more) 35 in / 58 out / 5 emerging of 122 tracked themes · ranked on trailing 30d strength vs SPY
Credit (7d) HYG +0.2% · LQD +0.8% · IEF +0.2% Orderly credit means the selling is positioning, not a credit event
Hard assets (7d) GLD +1.4% · USO -5.4% · COPX +2.2% Gold · oil · copper miners

Sources

  • market-pulse + rotation-map.json · data/state/vix-gate.json (all numbers code-computed and frozen at emit)
6 events
DateTypeEvent
Sep 22 ConditionsMarket Conditions Sep 23 ConditionsMarket Conditions Sep 23 ScanMarket Pulse — Macro Dashboard Sep 18 ConditionsMarket Conditions Sep 24 ConditionsMarket Conditions Sep 18 ScanMarket Pulse — Macro Dashboard

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