Market Conditions

Conditions

Market Conditions

Market Conditions — 2026-10-23

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 -0.8% · IWM +2.0% · RSP +1.1% 30d: SPY -1.0% · QQQ -5.0% · IWM -2.2% · RSP +2.5%
Volatility VIX 19.45 (NORMAL) · 1d +2.2% Fire-sale window closed — the trigger is a ≥30% one-day spike
Rotation In: Canadian OG, Travel Leisure, Volume Setups, Cloud SAAS, Lazarus (+23 more) · Out: Neoclouds, Thebuildout High Speed Pcbs Server Networking, Nearline Storage, Memory, Quantum Computing (+82 more) 28 in / 87 out / 2 emerging of 125 tracked themes · ranked on trailing 30d strength vs SPY
Credit (7d) HYG +0.3% · LQD +0.4% · IEF +0.7% Orderly credit means the selling is positioning, not a credit event
Hard assets (7d) GLD -4.0% · USO +4.8% · COPX -8.6% 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.