2026-07-23 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | neutral | 24.1% | 23.2% | improving |
| Korea | neutral | 36.2% | 18.7% | improving |
| US | neutral | 21.2% | 7.6% | stable |
| Volatility | extreme_bearish | 25.0% | 50.0% | stable |
| Bonds | bullish | 37.5% | 50.0% | stable |
| Credit | bearish | 0.0% | 75.0% | stable |
| FX | neutral | 37.5% | 25.0% | stable |
| Liquidity | neutral | 25.0% | 25.0% | stable |
| Commodities | extreme_bullish | 90.0% | 10.0% | stable |
| Inflation | extreme_bullish | 50.0% | 0.0% | stable |
Sectors/baskets — strong: BASIC_MATERIALS · weak: —
This week’s calendar
- 🔴 07-23 21:30 KST — Ameriprise Financial, Inc. 실적 발표 (AMP)
- 🔴 07-23 21:30 KST — American Airlines Group, Inc. 실적 발표 (AAL)
- 🔴 07-23 21:30 KST — US GDP (Advance)
- 🔴 07-23 21:30 KST — Allegion plc 실적 발표 (ALLE)
- 🔴 07-24 21:30 KST — US PCE Price Index
- 🔴 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 5 of 210 tested pairs are significant (no multiple-comparison correction); weak, observational only
Desk panel
- Lovble(Global): Volatility is reading extreme bearishness, while the overall trend remains stable.
- Bsho(Bonds): Bonds exhibit a bullish reading, though the underlying trend shows a slight leaning towards bearishness.
- Sham(FX): FX is registering as neutral, with no discernible directional bias in the current readings.
- Nowel(Commodities): Commodities are showing an extreme bullish reading, suggesting strong upward momentum across the board.
- Maine(US): US equities are currently reading as neutral, with the sector breakdown highlighting strength in Basic Materials.
Cross-market & !QAZ’s verdict
!QAZ(Chair): The data presents a divergence: commodities and inflation are showing extreme bullish readings, contrasting with the bearish signals in credit and the neutral readings across major asset classes like US equities and crypto. The macro picture suggests significant geopolitical overhangs influencing cost structures, while the underlying market breadth remains mixed. On balance, the tape appears to be digesting strong commodity-driven inflationary pressures against softer risk appetite indicators. 
Related
- Latest weekly track record: 2026-07-20
- All-time track record: /track-record/all-time/
As of 2026-07-23 (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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