2026-07-29 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | neutral | 17.2% | 26.0% | stable |
| Korea | neutral | 15.0% | 2.1% | improving |
| US | neutral | 16.0% | 7.6% | stable |
| Volatility | bullish | 50.0% | 25.0% | stable |
| Bonds | neutral | 50.0% | 12.5% | stable |
| Credit | bearish | 0.0% | 100.0% | stable |
| FX | neutral | 37.5% | 25.0% | stable |
| Liquidity | bullish | 50.0% | 0.0% | stable |
| Commodities | neutral | 60.0% | 10.0% | stable |
| Inflation | neutral | 0.0% | 50.0% | stable |
Sectors/baskets — strong: ENERGY · weak: —
This week’s calendar
- 🔴 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
- 🔴 07-30 05:00 KST — Acadia Healthcare Company, Inc. 실적 발표 (ACHC)
- 🔴 07-30 05:00 KST — Albemarle Corporation 실적 발표 (ALB)
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
- VIX: Volatility remains elevated, showing a slight tilt toward bullish readings while maintaining a stable trend. :vix:
- Bonds: The bond market sentiment is balanced, with an equal split between bullish and bearish readings, indicating a stable trend.
- Credit: Credit conditions read distinctly bearish, with all observed readings falling into the bearish category and maintaining a stable trend.
- FX: Foreign exchange sentiment is mixed, showing a slight lean toward bullish readings, and the trend remains stable.
- Liquidity: Liquidity metrics are reading bullish across the board, with no bearish readings observed, and the trend is stable.
- Commodities: Commodity sentiment is leaning bullish, with a higher percentage of bullish readings compared to bearish ones, and the trend remains stable.
- Inflation: Inflation readings are showing a mixed picture, with a higher proportion of bearish readings than bullish ones, and the trend is stable.
- Crypto: Cryptocurrency sentiment is neutral, showing a slightly higher proportion of bearish readings than bullish ones, and the trend is stable. :crypto:
- Korea: The Korean market shows a neutral reading, with a slight improvement noted in the trend. :korea:
- US: US equities are reading neutral, with a slight majority of bullish readings, and the trend is stable. :us:
Cross-market & !QAZ’s verdict
!QAZ(Chair): The market exhibits mixed signals, characterized by elevated volatility readings and a bearish read on credit, despite liquidity remaining bullish. The sector data highlights energy as a point of strength, while the broader equity picture remains range-bound across major indices. 
Related
- Latest weekly track record: 2026-07-27
- All-time track record: /track-record/all-time/
As of 2026-07-29 (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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