Market Conditions

Conditions

Market Conditions

Market Conditions — 2026-10-13

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 -0.1% · QQQ -2.1% · IWM -1.6% · RSP +0.5% 30d: SPY +1.8% · QQQ +4.0% · IWM -4.2% · RSP -0.7%
Volatility VIX 15.27 (CALM) · 1d +0.4% Fire-sale window closed — the trigger is a ≥30% one-day spike
Rotation In: Cybersec, Thebuildout Semiconductor Ip Licensors, CPU Shortage Supply Chain, Trace Iran War Second And Third Order Effects, Biotech Capital Cycle (+16 more) · Out: Neoclouds, Nearline Storage, Quantum Computing, Nuclear Fuel Cycle, Food Security (+48 more) 21 in / 53 out / 3 emerging of 125 tracked themes · ranked on trailing 30d strength vs SPY
Credit (7d) HYG -0.2% · LQD +0.4% · IEF +0.5% Orderly credit means the selling is positioning, not a credit event
Hard assets (7d) GLD -0.2% · USO +5.6% · 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)
9 events

No direct external sources are attached to this read.