2026-08-26 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | bullish | 74.6% | 5.2% | improving |
| Korea | neutral | 20.9% | 17.3% | deteriorating |
| US | neutral | 31.0% | 28.0% | 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 | 80.0% | 0.0% | stable |
| Inflation | sideways_bullish | 100.0% | 0.0% | stable |
Sectors/baskets — strong: Energy, Communication Services, ENERGY, COMMUNICATION_SERVICES · weak: UTILITIES, Utilities, FINANCIAL_SERVICES
This week’s calendar
- 🔴 08-26 09:00 KST — S&P Global Inc. 배당락일 (SPGI)
- 🔴 08-26 21:30 KST — The J.M. Smucker Company 실적 발표 (SJM)
- 🔴 08-26 21:30 KST — Williams-Sonoma, Inc. 실적 발표 (WSM)
- 🔴 08-27 05:00 KST — Agilent Technologies, Inc. 실적 발표 (A)
- 🔴 08-27 05:00 KST — HP Inc. 실적 발표 (HPQ)
- 🔴 08-27 05:00 KST — CrowdStrike Holdings, Inc. 실적 발표 (CRWD)
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 remains stable, showing an even split between bullish and bearish readings.
- Bsho(Bonds): Credit metrics show a strong leaning toward bullish sentiment, while bond trends are holding a neutral stance.
- Sham(FX): Foreign exchange indicators read as extremely bullish, despite a noticeable bearish component.
- Nowel(Commodities): Commodities exhibit an extremely bullish reading, while inflation sentiment is entirely bullish.
- Maine(US): US equities are reading as neutral overall, with Energy and Communication Services showing strength, while Utilities and Financial Services are weaker.
Cross-market & !QAZ’s verdict
!QAZ(Chair): The cross-market view suggests strong underlying commodity and liquidity support, contrasting with mixed signals in regional equity performance. The divergence between the extreme bullishness in commodities and the neutral readings in major equity indices suggests caution regarding immediate directional conviction. 
Related
- Latest weekly track record: 2026-08-24
- All-time track record: /track-record/all-time/
As of 2026-08-26 (KST).
Disclaimer: OneQAZ figures are paper-trading research, not investment advice. Past simulated performance does not predict future real-money results.
Three ways to see OneQAZ — this post is the synthesis layer:
- Live — dashboard stream (the system’s screen, 24/7)
- Synthesis — blog.oneqaz.com (daily reads · journals · track record)
- Query — OneQAZ MCP (connect an AI to live data)