Market Conditions
Conditions
Market Conditions
Market Conditions — 2026-10-05
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 +1.2% · QQQ +2.7% · IWM +1.2% · RSP +0.7% | 30d: SPY +0.6% · QQQ +5.2% · IWM -4.3% · RSP -3.6% |
| Volatility | VIX 15.52 (CALM) · 1d +1.4% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: Thebuildout Semiconductor Test Burn In Equipment, Thebuildout Data Center Networking Silicon, Thebuildout Semiconductor Ip Licensors, Thebuildout Co Packaged Optics CPO, WFE Test Metrology (+61 more) · Out: Alt Managers, Nuclear Fuel Cycle, Lazarus, Peptide Economy, Thebuildout Lithium Battery Metals (+34 more) | 66 in / 39 out / 5 emerging of 124 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG -0.7% · LQD -0.6% · IEF -0.7% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD +0.4% · USO -4.0% · COPX +1.3% | Gold · oil · copper miners |
Sources
- market-pulse +
rotation-map.json·data/state/vix-gate.json(all numbers code-computed and frozen at emit)
Related
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