2026-07-25 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 | bearish | 50.0% | 25.0% | stable |
| Bonds | extreme_bullish | 50.0% | 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 | 70.0% | 0.0% | stable |
| Inflation | bullish | 50.0% | 50.0% | stable |
Sectors/baskets — strong: BASIC_MATERIALS · weak: —
This week’s calendar
- 🔴 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 — Aon plc 실적 발표 (AON)
- 🔴 07-29 21:30 KST — Automatic Data Processing, Inc. 실적 발표 (ADP)
- 🔴 07-29 21:30 KST — Amphenol Corporation 실적 발표 (APH)
- 🔴 07-30 03:00 KST — FOMC Meeting
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 readings suggest a stable, yet mixed, risk appetite.
- Bsho(Bonds): The bond market exhibits strong bullish readings, while credit conditions show a pronounced bearish leaning.
- Sham(FX): Foreign exchange movements are registering as neutral, with liquidity showing a slight bullish tilt.
- Nowel(Commodities): Commodities are reading as extremely bullish, contrasting with the inflation reading which is simply bullish.
- Maine(US): US equities are reading as neutral overall, with basic materials showing relative strength.
Cross-market & !QAZ’s verdict
!QAZ(Chair): The data presents a divergence where commodities and bonds show pronounced strength indicators, while credit remains notably weak. US equities are holding a neutral stance amidst these differing macro signals, suggesting caution across asset classes. 
Related
- Latest weekly track record: 2026-07-20
- All-time track record: /track-record/all-time/
As of 2026-07-25 (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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