Market Conditions
Conditions
Market Conditions
Market Conditions — 2026-10-21
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 +0.5% · QQQ -0.5% · IWM +1.9% · RSP +2.1% | 30d: SPY -0.1% · QQQ -2.2% · IWM -3.2% · RSP +1.9% |
| Volatility | VIX 16.68 (NORMAL) · 1d -3.6% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: Canadian OG, Travel Leisure, Cloud SAAS, Thebuildout Specialty Electronic Gases, Trace Glp1 Manufacturing (+16 more) · Out: Neoclouds, Quantum Computing, Nearline Storage, Space, Memory (+78 more) | 21 in / 83 out / 1 emerging of 125 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG +0.2% · LQD +0.5% · IEF +0.6% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD +0.8% · USO +4.1% · COPX -3.5% | 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
Oct 22 ConditionsMarket Conditions Oct 19 ConditionsMarket Conditions Oct 23 ConditionsMarket Conditions Oct 16 ConditionsMarket Conditions Oct 16 ScanMarket Pulse — Macro Dashboard Oct 16 Market SignalBreadth Flips to Deteriorating: Only Three of 15 Core Funds Hold Their 50 Day Oct 15 ConditionsMarket Conditions Oct 14 ConditionsMarket Conditions Oct 13 ConditionsMarket Conditions No direct external sources are attached to this read.