Market Conditions
Conditions
Market Conditions
Market Conditions — 2026-10-01
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 -0.4% · QQQ +0.1% · IWM -0.9% · RSP -0.6% | 30d: SPY +0.3% · QQQ +4.9% · IWM -4.0% · RSP -4.0% |
| Volatility | VIX 16.39 (NORMAL) · 1d +0.3% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: Thebuildout Semiconductor Test Burn In Equipment, WFE Test Metrology, Thebuildout Dram Memory, Thebuildout Glass Core Panel Level Packaging, Thebuildout HBM Memory (+66 more) · Out: Alt Managers, Lazarus, Livestock Disease, Trace Lng Liquefaction Shipping And Regasification, Nuclear Fuel Cycle (+33 more) | 71 in / 38 out / 0 emerging of 123 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG -1.3% · LQD -1.1% · IEF -0.4% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD -2.3% · USO -2.0% · COPX -3.3% | Gold · oil · copper miners |
Sources
- market-pulse +
rotation-map.json·data/state/vix-gate.json(all numbers code-computed and frozen at emit)
Related
9 events DateTypeEvent
Sep 30 ConditionsMarket Conditions Oct 2 ConditionsMarket Conditions Oct 2 ScanMarket Pulse — Macro Dashboard Sep 29 ConditionsMarket Conditions Sep 28 ConditionsMarket Conditions Oct 5 ConditionsMarket Conditions Oct 6 ConditionsMarket Conditions Sep 25 ConditionsMarket Conditions Oct 7 ConditionsMarket Conditions No direct external sources are attached to this read.