2026-08-23 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | extreme_bullish | 76.5% | 6.3% | 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 | sideways_bullish | 75.0% | 0.0% | stable |
| Commodities | extreme_bullish | 90.0% | 0.0% | stable |
| Inflation | sideways_bullish | 50.0% | 0.0% | stable |
Sectors/baskets — strong: Energy, REAL_ESTATE, Healthcare, CONSUMER_DEFENSIVE · weak: Basic Materials, FINANCIAL_SERVICES, Financial Services
This week’s calendar
- 🔴 08-24 09:00 KST — Bio-Techne Corp 배당락일 (TECH)
- 🔴 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 — 3M Company 배당락일 (MMM)
- 🔴 08-24 09:00 KST — Masco Corporation 배당락일 (MAS)
- 🔴 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
- Macro: Volatility remains stable with balanced directional leaning, while Credit shows a strong leaning toward bullish sentiment. :macro:
- Bonds: Bond trends are currently stable, exhibiting an equal split between bullish and bearish indicators. :bonds:
- FX: The foreign exchange landscape is characterized by an extreme bullish reading alongside a notable bearish component, indicating directional tension. :fx:
- Liquidity: Liquidity metrics suggest a sideways bias with a clear bullish tilt, showing no bearish pressure. :liquidity:
- Commodities: Commodities are exhibiting an extreme bullish posture, with overwhelming directional conviction noted. :commodities:
- Inflation: Inflation readings are sideways with a bullish bias, suggesting underlying upward pressure without strong commitment. :inflation:
- Crypto: Cryptocurrency markets display an extreme bullish reading, coupled with a clear improving trend. :crypto:
- Korea: The Korean market shows a neutral reading with a deteriorating trend profile. :korea:
- US: US equities are reading neutral overall, with a slightly higher proportion of bearish readings than bullish ones. :us:
- Sectors: Energy, REAL_ESTATE, Healthcare, and CONSUMER_DEFENSIVE sectors show strength, while Basic Materials and FINANCIAL_SERVICES show weakness. :sectors:
Cross-market & !QAZ’s verdict
!QAZ(Chair): The data suggests strong underlying commodity and crypto momentum, which contrasts with the mixed signals in the US and Korean equity spaces. The macro picture is supported by robust liquidity and commodity strength, though FX tension warrants attention. On balance, the tape suggests cautious momentum building across key asset classes. 
Related
- Latest weekly track record: 2026-08-17
- All-time track record: /track-record/all-time/
As of 2026-08-23 (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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