2026-08-03 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | neutral | 8.5% | 43.9% | deteriorating |
| Korea | neutral | 4.7% | 9.1% | deteriorating |
| US | neutral | 29.1% | 6.8% | stable |
| Volatility | extreme_bearish | 25.0% | 50.0% | stable |
| Bonds | bullish | 62.5% | 37.5% | stable |
| Credit | neutral | 0.0% | 50.0% | stable |
| FX | extreme_bearish | 37.5% | 62.5% | stable |
| Liquidity | extreme_bullish | 75.0% | 25.0% | stable |
| Commodities | neutral | 40.0% | 10.0% | stable |
| Inflation | neutral | 50.0% | 0.0% | stable |
Sectors/baskets — strong: COMMUNICATION_SERVICES, CONSUMER_CYCLICAL · weak: ENERGY
This week’s calendar
- 🔴 08-03 09:00 KST — Ameriprise Financial, Inc. 배당락일 (AMP)
- 🔴 08-03 09:00 KST — Aon plc 배당락일 (AON)
- 🔴 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 (55 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: Volatility remains elevated on the downside, while bonds show a clear bullish leaning. :macro:
- Credit: Credit conditions read as neutral, with bearish sentiment slightly outweighing bullish readings. :credit:
- FX: Foreign exchange dynamics are leaning strongly bearish, despite liquidity readings suggesting bullish conditions. :fx:
- Liquidity: Liquidity conditions are reading extremely bullish across the board. :liquidity:
- Commodities: Commodity trends are registering as neutral, with a slight tilt toward bullishness. :commodities:
- Inflation: Inflation sentiment is balanced, showing equal weight between bullish and bearish indicators. :inflation:
- Crypto: Cryptocurrency trends are deteriorating, with bearish indicators showing a significant lead. :crypto:
- Korea: Korean markets are showing signs of deterioration, with bearish readings outpacing bullish ones. :korea:
- US: US market trends are registering as neutral, with indicators showing stability. :us:
- Sectors: Communication Services and Consumer Cyclical sectors appear strong, while Energy shows weakness. :sectors:
Cross-market & !QAZ’s verdict
!QAZ(Chair): The divergence between extreme bullish liquidity and bearish FX/Crypto suggests underlying structural tension. Macro indicators point toward cautious stability, while sector strength is concentrated in specific consumer and communication areas. 
Related
- Latest weekly track record: 2026-07-27
- All-time track record: /track-record/all-time/
As of 2026-08-03 (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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