2026-07-24 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 | extreme_bearish | 37.5% | 50.0% | stable |
| Credit | extreme_bearish | 0.0% | 100.0% | stable |
| FX | neutral | 37.5% | 12.5% | stable |
| Liquidity | sideways_bullish | 50.0% | 25.0% | stable |
| Commodities | extreme_bullish | 90.0% | 0.0% | stable |
| Inflation | extreme_bullish | 50.0% | 25.0% | stable |
Sectors/baskets — strong: BASIC_MATERIALS · weak: —
This week’s calendar
- 🔴 07-24 21:30 KST — US PCE Price Index
- 🔴 07-24 21:30 KST — Aon plc 실적 발표 (AON)
- 🔴 07-28 21:30 KST — American Tower Corporation (REI 실적 발표 (AMT)
- 🔴 07-29 05:00 KST — Arch Capital Group Ltd. 실적 발표 (ACGL)
- 🔴 07-29 21:30 KST — Amphenol Corporation 실적 발표 (APH)
- 🔴 07-29 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
- Macro: Bonds and Credit show pronounced bearish leaning, while Commodities and Inflation exhibit strong bullish momentum. :macro:
- Crypto: Crypto sentiment is balanced, showing a slight upward trajectory in its trend. :crypto:
- Korea: Korean equities show a mild bullish bias, with the trend indicating improvement. :korea:
- US: US equities maintain a neutral reading, with the trend remaining stable. :us:
- Commodities: Commodities are strongly bullish across the board, suggesting robust underlying strength. :commodities:
Cross-market & !QAZ’s verdict
!QAZ(Chair): The market structure presents a divergence: commodities and inflation signal significant strength, while fixed income and credit indicators point toward bearish pressure. US equities are stable, but the overall picture suggests caution amidst diverging sector strength. 
Related
- Latest weekly track record: 2026-07-20
- All-time track record: /track-record/all-time/
As of 2026-07-24 (KST).
Disclaimer: OneQAZ figures are paper-trading research, not investment advice. Past simulated performance does not predict future real-money results.
Three ways to see OneQAZ — this post is the synthesis layer:
- Live — dashboard stream (the system’s screen, 24/7)
- Synthesis — blog.oneqaz.com (daily reads · journals · track record)
- Query — OneQAZ MCP (connect an AI to live data)