2026-07-22 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | neutral | 23.6% | 23.4% | stable |
| Korea | neutral | 3.2% | 14.0% | stable |
| US | neutral | 21.2% | 7.6% | stable |
| Volatility | bearish | 50.0% | 25.0% | stable |
| Bonds | neutral | 37.5% | 25.0% | stable |
| Credit | bearish | 0.0% | 50.0% | stable |
| FX | bearish | 37.5% | 50.0% | stable |
| Liquidity | neutral | 25.0% | 25.0% | stable |
| Commodities | extreme_bullish | 70.0% | 10.0% | stable |
| Inflation | neutral | 50.0% | 0.0% | stable |
Sectors/baskets — strong: BASIC_MATERIALS · weak: —
This week’s calendar
- 🔴 07-22 09:00 KST — APA Corporation 배당락일 (APA)
- 🔴 07-23 21:30 KST — Ameriprise Financial, Inc. 실적 발표 (AMP)
- 🔴 07-23 21:30 KST — Allegion plc 실적 발표 (ALLE)
- 🔴 07-23 21:30 KST — American Airlines Group, Inc. 실적 발표 (AAL)
- 🔴 07-23 21:30 KST — US GDP (Advance)
- 🔴 07-24 21:30 KST — Aon plc 실적 발표 (AON)
Public calendar sources (BLS, Fed, exchanges via yfinance) — schedule, not a signal.
Observation notes: most frequent regime shift in this market so far: neutral → sideways_bullish (6 times observed) · macro cross-correlation watch: forex leads vix by 1d (ρ=+0.26) — only 4 of 210 tested pairs are significant (no multiple-comparison correction); weak, observational only
Desk panel
- Lovble(Global): Volatility remains stable, showing a slight leaning toward bearish conditions.
- Bsho(Bonds): Bonds are showing a neutral stance, with the bullish and bearish readings balanced.
- Sham(FX): Foreign exchange dynamics are leaning bearish, with the bearish reading being more pronounced than the bullish.
- Nowel(Commodities): Commodities exhibit an extreme bullish reading, suggesting strong upward momentum across the basket.
- Maine(US): US equities are registering a neutral reading, while the strong sector observed was BASIC_MATERIALS.
Cross-market & !QAZ’s verdict
!QAZ(Chair): The market structure presents a divergence: commodities show significant bullish strength, contrasting with bearish readings in credit and FX, while US equities remain range-bound. The stability across most macro indicators suggests a period of consolidation rather than a clear directional shift. 
As of 2026-07-22 (KST).
Disclaimer: OneQAZ figures are paper-trading research, not investment advice. Past simulated performance does not predict future real-money results.
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