2026-08-22 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | extreme_bullish | 81.0% | 5.9% | improving |
| Korea | neutral | 15.0% | 7.7% | deteriorating |
| US | neutral | 25.0% | 34.0% | stable |
| Volatility | neutral | 25.0% | 25.0% | stable |
| Bonds | neutral | 12.5% | 12.5% | stable |
| Credit | neutral | 50.0% | 0.0% | stable |
| FX | extreme_bullish | 37.5% | 50.0% | stable |
| Liquidity | neutral | 25.0% | 0.0% | stable |
| Commodities | bullish | 90.0% | 0.0% | stable |
| Inflation | extreme_bullish | 100.0% | 0.0% | stable |
Sectors/baskets — strong: ENERGY, Energy, Healthcare, HEALTHCARE · weak: BASIC_MATERIALS, CONSUMER_CYCLICAL, Basic Materials
This week’s calendar
- 🔴 08-24 09:00 KST — Bio-Techne Corp 배당락일 (TECH)
- 🔴 08-24 09:00 KST — Masco Corporation 배당락일 (MAS)
- 🔴 08-24 09:00 KST — 3M Company 배당락일 (MMM)
- 🔴 08-24 09:00 KST — Microchip Technology Incorporat 배당락일 (MCHP)
- 🔴 08-24 09:00 KST — LyondellBasell Industries NV 배당락일 (LYB)
- 🔴 08-24 09:00 KST — Tractor Supply Company 배당락일 (TSCO)
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
- Lovble(Global): Volatility is stable, with equal weight observed across bullish and bearish readings.
- Bsho(Bonds): Credit readings show a strong leaning toward bullish sentiment, while bond trends remain balanced.
- Sham(FX): Foreign exchange sentiment is markedly bullish, despite a higher proportion of bearish readings.
- Nowel(Commodities): Commodities exhibit a pronounced bullish bias, indicating strong underlying support.
- Maine(US): US equities show a mixed picture, with a higher incidence of bearish readings than bullish ones, while energy and healthcare sectors show relative strength.
Cross-market & !QAZ’s verdict
!QAZ(Chair): Inflation and commodities are showing significant bullish conviction across the board, contrasting with the mixed signals in US equities. The divergence between the strong bullish readings in inflation and commodities, against the more neutral or mixed signals in US and Korean markets, suggests sector-specific strength is currently driving market dynamics. The overall tape appears to be navigating differing levels of conviction across asset classes. 
Related
- Latest weekly track record: 2026-08-17
- All-time track record: /track-record/all-time/
As of 2026-08-22 (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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