2026-08-17 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | neutral | 30.5% | 19.5% | improving |
| Korea | neutral | 54.6% | 0.3% | stable |
| US | neutral | 34.0% | 7.0% | improving |
| Volatility | extreme_bearish | 0.0% | 75.0% | stable |
| Bonds | neutral | 25.0% | 12.5% | stable |
| Credit | bullish | 75.0% | 0.0% | stable |
| FX | neutral | 37.5% | 25.0% | stable |
| Liquidity | neutral | 25.0% | 25.0% | stable |
| Commodities | sideways_bullish | 90.0% | 0.0% | stable |
| Inflation | neutral | 25.0% | 0.0% | stable |
Sectors/baskets — strong: TECHNOLOGY, Communication Services, Healthcare, ENERGY · weak: —
This week’s calendar
- 🔴 08-19 09:00 KST — Apollo Global Management, Inc. 배당락일 (APO)
- 🔴 08-19 09:00 KST — Archer-Daniels-Midland Company 배당락일 (ADM)
- 🔴 08-19 09:00 KST — AFLAC Incorporated 배당락일 (AFL)
- 🔴 08-19 21:30 KST — Analog Devices, Inc. 실적 발표 (ADI)
- 🔴 08-20 09:00 KST — Applied Materials, Inc. 배당락일 (AMAT)
- 🔴 08-21 09:00 KST — Amgen Inc. 배당락일 (AMGN)
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 remains in an extreme bearish state, showing a stable bearish trend. :vix:
- Bonds: The bond market reads as neutral, with a stable trend showing slightly more bullish leaning.
- Credit: Credit conditions read distinctly bullish, maintaining a stable trend.
- FX: Foreign exchange remains neutral, with a stable trend showing moderate bullish leaning.
- Liquidity: Liquidity sentiment is neutral, with a stable trend showing balanced bullish and bearish readings.
- Commodities: Commodities exhibit a sideways bullish reading, maintaining a stable trend.
- Inflation: Inflation readings are neutral, with a stable trend showing a slight bullish lean.
- Crypto: The cryptocurrency space is neutral, showing an improving trend with a slight bullish lean. :crypto:
- Korea: The Korean market reads as neutral, maintaining a stable trend with a clear bullish bias. :korea:
- US: US equities read as neutral, showing an improving trend with a moderate bullish bias. :us:
Cross-market & !QAZ’s verdict
!QAZ(Chair): Macro indicators present a mixed picture: while credit and commodities lean positive, the extreme bearish reading in volatility suggests underlying caution. The divergence between the improving US and Crypto trends, juxtaposed against stable but mixed readings across other asset classes, points toward a period of selective strength rather than broad consensus. 
Related
- Latest weekly track record: 2026-08-10
- All-time track record: /track-record/all-time/
As of 2026-08-17 (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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