2026-09-10 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | neutral | 40.4% | 11.2% | improving |
| Korea | neutral | 24.2% | 14.7% | stable |
| US | extreme_bearish | 16.6% | 56.8% | deteriorating |
| Volatility | neutral | 25.0% | 25.0% | stable |
| Bonds | neutral | 37.5% | 12.5% | stable |
| Credit | neutral | 0.0% | 50.0% | stable |
| FX | neutral | 0.0% | 50.0% | stable |
| Liquidity | bearish | 0.0% | 75.0% | stable |
| Commodities | bullish | 50.0% | 20.0% | stable |
| Inflation | neutral | 0.0% | 0.0% | stable |
Sectors/baskets — strong: REAL_ESTATE, COMMUNICATION_SERVICES, UTILITIES, ENERGY · weak: Communication Services, HEALTHCARE, Technology
This week’s calendar
- 🔴 09-10 09:00 KST — Nordson Corporation 배당락일 (NDSN)
- 🔴 09-10 09:00 KST — Occidental Petroleum Corporatio 배당락일 (OXY)
- 🔴 09-10 09:00 KST — Mosaic Company (The) 배당락일 (MOS)
- 🔴 09-10 09:00 KST — The Travelers Companies, Inc. 배당락일 (TRV)
- 🔴 09-10 09:00 KST — NVIDIA Corporation 배당락일 (NVDA)
- 🔴 09-10 09:00 KST — Elevance Health, Inc. 배당락일 (ELV)
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=+0.27) — only 2 of 210 tested pairs are significant (no multiple-comparison correction); weak, observational only
Desk panel
- Lovble(Global): Volatility remains stable, showing balanced readings across bullish and bearish indicators.
- Bsho(Bonds): Bond sentiment is mixed, leaning slightly toward bullish conviction despite overall stability.
- Sham(FX): Foreign exchange sentiment is notably weighted bearishly, indicating caution in currency flows.
- Nowel(Commodities): Commodity sentiment registers a clear bullish leaning, suggesting underlying strength in physical assets.
- Maine(US): US equities show a pronounced bearish bias, with notable weakness observed in the Technology sector, while Real Estate, Utilities, and Energy exhibit relative strength.
Cross-market & !QAZ’s verdict
!QAZ(Chair): The market exhibits divergence; while commodities and crypto show signs of underlying strength or improvement, the broader US equity picture is deteriorating, and liquidity signals bearish pressure. The underlying macro picture suggests caution, particularly given the contrasting signals between asset classes and the general liquidity environment. 
Related
- Latest weekly track record: 2026-09-07
- All-time track record: /track-record/all-time/
As of 2026-09-10 (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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