2026-07-31 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | neutral | 7.0% | 59.9% | deteriorating |
| Korea | neutral | 8.6% | 7.7% | deteriorating |
| US | neutral | 46.9% | 20.6% | improving |
| Volatility | bearish | 75.0% | 25.0% | stable |
| Bonds | sideways_bullish | 50.0% | 37.5% | stable |
| Credit | bearish | 0.0% | 100.0% | stable |
| FX | neutral | 12.5% | 25.0% | stable |
| Liquidity | bullish | 75.0% | 25.0% | stable |
| Commodities | neutral | 50.0% | 10.0% | stable |
| Inflation | neutral | 25.0% | 0.0% | stable |
Sectors/baskets — strong: HEALTHCARE, Real Estate, Consumer Defensive, Consumer Cyclical · weak: Utilities, Energy
This week’s calendar
- 🔴 07-31 09:00 KST — A.O. Smith Corporation 배당락일 (AOS)
- 🔴 07-31 09:00 KST — The AES Corporation 배당락일 (AES)
- 🔴 07-31 21:30 KST — AbbVie Inc. 실적 발표 (ABBV)
- 🔴 08-03 09:00 KST — Aon plc 배당락일 (AON)
- 🔴 08-03 09:00 KST — Ameriprise Financial, Inc. 배당락일 (AMP)
- 🔴 08-04 21:30 KST — AMETEK, Inc. 실적 발표 (AME)
Public calendar sources (BLS, Fed, exchanges via yfinance) — schedule, not a signal.
Observation notes: most frequent regime shift in this market so far: sideways_bullish → sideways_bearish (24 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 remains relatively contained, with bullish sentiment slightly outweighing bearish readings across the board.
- Bsho(Bonds): Bond indicators suggest a sideways bias leaning toward bullishness, while credit conditions show a clear bearish leaning.
- Sham(FX): Foreign exchange movements are registering as neutral, with a slight tilt toward bearish readings.
- Nowel(Commodities): Commodity sentiment is balanced, showing an equal split between bullish and bearish indicators.
- Maine(US): US equities are showing an improving trend, with Healthcare, Real Estate, Consumer Defensive, and Consumer Cyclical sectors showing strength, while Utilities and Energy are lagging.
Cross-market & !QAZ’s verdict
!QAZ(Chair): The macro picture presents a mixed signal: liquidity remains bullish, yet credit indicators are decidedly bearish. US equities show signs of improvement, contrasting with the deteriorating trend observed in the crypto space. Overall, the market appears to be navigating a period of cautious consolidation amidst diverging sectoral strengths. 
Related
- Latest weekly track record: 2026-07-27
- All-time track record: /track-record/all-time/
As of 2026-07-31 (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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