2026-08-07 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | neutral | 24.2% | 25.3% | stable |
| Korea | extreme_bullish | 69.9% | 5.0% | improving |
| US | neutral | 35.7% | 9.4% | improving |
| Volatility | extreme_bearish | 0.0% | 75.0% | stable |
| Bonds | neutral | 50.0% | 12.5% | stable |
| Credit | neutral | 25.0% | 0.0% | stable |
| FX | extreme_bearish | 37.5% | 62.5% | stable |
| Liquidity | extreme_bearish | 0.0% | 50.0% | stable |
| Commodities | extreme_bullish | 40.0% | 30.0% | stable |
| Inflation | neutral | 25.0% | 50.0% | stable |
Sectors/baskets — strong: Basic Materials, HEALTHCARE, REAL_ESTATE · weak: Utilities, UTILITIES
This week’s calendar
- 🔴 08-07 21:30 KST — US Nonfarm Payrolls
- 🔴 08-10 09:00 KST — American Electric Power Company 배당락일 (AEP)
- 🔴 08-10 09:00 KST — Apple Inc. 배당락일 (AAPL)
- 🔴 08-11 21:30 KST — US CPI Release
- 🔴 08-12 21:30 KST — Amcor plc 실적 발표 (AMCR)
- 🔴 08-13 21:30 KST — Amcor plc 실적 발표 (AMCR)
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 4 of 210 tested pairs are significant (no multiple-comparison correction); weak, observational only
Desk panel
- VIX: Volatility readings suggest a predominantly bearish environment, with the trend remaining stable. :vix:
- Bonds: Bond indicators show a neutral reading, with bullish sentiment slightly outweighing bearish sentiment, and the trend remaining stable.
- Credit: Credit conditions are assessed as neutral, exhibiting a slight bullish lean with no discernible bearish pressure, and the trend remaining stable.
- Liquidity: Liquidity metrics indicate an extreme bearish state, with the trend remaining stable.
- Commodities: Commodities are registering an extreme bullish state, with the trend remaining stable.
- Inflation: Inflation sentiment is neutral, showing a mixed reading with a slight bearish tilt, and the trend remaining stable.
- Crypto: Cryptocurrency sentiment is neutral, with bullish and bearish readings being closely balanced, and the trend remaining stable. :crypto:
- Korea: Korean markets show an extreme bullish reading, with the trend improving. :korea:
- US: US markets are reading as neutral, with a slight bullish bias, and the trend improving. :us:
- Sectors: Basic Materials, HEALTHCARE, and REAL_ESTATE are showing strength, while Utilities and UTILITIES are noted as weak areas. :sectors:
Cross-market & !QAZ’s verdict
!QAZ(Chair): The divergence between commodity strength and liquidity weakness is notable, while regional performance shows distinct divergence between Korea and the US. On balance, the market exhibits cautious directional movement across asset classes. 
Related
- Latest weekly track record: 2026-08-03
- All-time track record: /track-record/all-time/
As of 2026-08-07 (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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