2026-08-01 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 | neutral | 25.0% | 25.0% | stable |
| Bonds | neutral | 25.0% | 37.5% | stable |
| Credit | neutral | 0.0% | 0.0% | stable |
| FX | extreme_bearish | 25.0% | 62.5% | deteriorating |
| Liquidity | bullish | 75.0% | 25.0% | stable |
| Commodities | neutral | 40.0% | 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
- 🔴 08-03 09:00 KST — Aon plc 배당락일 (AON)
- 🔴 08-03 09:00 KST — Ameriprise Financial, Inc. 배당락일 (AMP)
- 🔴 08-04 05:00 KST — The AES Corporation 실적 발표 (AES)
- 🔴 08-04 21:30 KST — Apollo Global Management, Inc. 실적 발표 (APO)
- 🔴 08-04 21:30 KST — AMETEK, Inc. 실적 발표 (AME)
- 🔴 08-04 21:30 KST — Archer-Daniels-Midland Company 실적 발표 (ADM)
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 (42 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 stable with equal bullish and bearish readings across the board.
- Bsho(Bonds): Bonds show a notable tilt towards bearish readings, though the trend remains stable.
- Sham(FX): Foreign exchange readings indicate a significant bearish leaning, with the trend showing signs of deterioration.
- Nowel(Commodities): Commodities present a balanced picture, leaning slightly towards bullish readings.
- Maine(US): US equities show an improving trend, with Healthcare, Real Estate, Consumer Defensive, and Consumer Cyclical sectors showing relative strength, while Utilities and Energy appear weaker.
Cross-market & !QAZ’s verdict
!QAZ(Chair): The cross-market data suggests a divergence in sentiment, particularly noted in the FX and Crypto domains, while liquidity remains supportive. The US market structure appears to be improving, contrasting with the deteriorating trends observed in foreign exchange and digital assets. On balance, the overall picture suggests caution amidst sectoral divergence. 
Related
- Latest weekly track record: 2026-07-27
- All-time track record: /track-record/all-time/
As of 2026-08-01 (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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