2026-09-09 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | neutral | 45.3% | 11.4% | improving |
| Korea | neutral | 25.8% | 11.2% | improving |
| US | neutral | 19.0% | 44.6% | deteriorating |
| Volatility | neutral | 0.0% | 25.0% | stable |
| Bonds | neutral | 37.5% | 12.5% | stable |
| Credit | neutral | 0.0% | 50.0% | stable |
| FX | neutral | 12.5% | 50.0% | stable |
| Liquidity | extreme_bearish | 0.0% | 75.0% | stable |
| Commodities | sideways_bullish | 60.0% | 20.0% | stable |
| Inflation | neutral | 25.0% | 0.0% | stable |
Sectors/baskets — strong: REAL_ESTATE, COMMUNICATION_SERVICES, Utilities, UTILITIES · weak: CONSUMER_DEFENSIVE, Communication Services, Consumer Defensive
This week’s calendar
- 🔴 09-09 09:00 KST — CME Group Inc. 배당락일 (CME)
- 🔴 09-09 09:00 KST — Everest Group, Ltd. 배당락일 (EG)
- 🔴 09-09 09:00 KST — HP Inc. 배당락일 (HPQ)
- 🔴 09-09 09:00 KST — Public Service Enterprise Group 배당락일 (PEG)
- 🔴 09-09 09:00 KST — Becton, Dickinson and Company 배당락일 (BDX)
- 🔴 09-09 09:00 KST — Simon Property Group, Inc. 배당락일 (SPG)
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=+0.28) — only 2 of 210 tested pairs are significant (no multiple-comparison correction); weak, observational only
Desk panel
- Lovble(Global): Volatility is stable, with bearish readings dominating the current structure.
- Bsho(Bonds): Bond sentiment remains balanced, though credit indicators show a significant leaning toward bearishness.
- Sham(FX): Foreign exchange dynamics are weighted toward bearish readings, suggesting caution in currency movements.
- Nowel(Commodities): Commodities exhibit a slight upward bias, maintaining a sideways but positive directional posture.
- Maine(US): US equities are showing signs of weakening momentum, while specific sectors like Real Estate and Utilities show relative strength.
Cross-market & !QAZ’s verdict
!QAZ(Chair): The market structure presents a complex picture: commodities show underlying support, but liquidity conditions are notably strained. US equities reflect a deteriorating trend, contrasting with improving momentum seen in Crypto and Korea. The overall tape suggests caution, balancing sector strength against broader macro headwinds. 
Related
- Latest weekly track record: 2026-09-07
- All-time track record: /track-record/all-time/
As of 2026-09-09 (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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