2026-09-19 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | neutral | 38.7% | 6.9% | improving |
| Korea | neutral | 26.9% | 24.6% | stable |
| US | neutral | 9.5% | 60.2% | deteriorating |
| Volatility | neutral | 25.0% | 25.0% | stable |
| Bonds | neutral | 37.5% | 12.5% | stable |
| Credit | bearish | 0.0% | 100.0% | stable |
| FX | extreme_bearish | 50.0% | 37.5% | stable |
| Liquidity | neutral | 0.0% | 50.0% | stable |
| Commodities | sideways_bearish | 0.0% | 70.0% | stable |
| Inflation | extreme_bearish | 0.0% | 100.0% | stable |
Sectors/baskets — strong: COMMUNICATION_SERVICES · weak: Industrials, REAL_ESTATE, Energy
This week’s calendar
- 🔴 09-21 09:00 KST — Vistra Corp. 배당락일 (VST)
- 🔴 09-21 09:00 KST — W.R. Berkley Corporation 배당락일 (WRB)
- 🔴 09-21 09:00 KST — DTE Energy Company 배당락일 (DTE)
- 🔴 09-21 09:00 KST — Broadcom Inc. 배당락일 (AVGO)
- 🔴 09-21 09:00 KST — Eversource Energy (D/B/A) 배당락일 (ES)
- 🔴 09-21 09:00 KST — Kenvue Inc. 배당락일 (KVUE)
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
- Macro: Volatility remains balanced between bullish and bearish readings, while Credit and Inflation show a complete bearish leaning. :macro:
- Bonds: The bond market exhibits a neutral stance, with bullish readings representing a significantly larger portion than bearish ones. :bonds:
- FX: Foreign exchange movements are characterized by an extreme bearish leaning, despite a notable portion of bullish sentiment recorded. :fx:
- Liquidity: Liquidity conditions are neutral, though the bearish readings account for half of the observed sentiment. :liquidity:
- Commodities: Commodities are in a sideways bearish regime, with bearish indicators outweighing bullish ones substantially. :commodities:
- Korea: The Korean market is reading neutral, with bullish and bearish indicators showing a relatively balanced distribution. :korea:
- US: The US market is showing a neutral reading, but the bearish indicators are significantly dominating the bullish ones. :us:
- Sectors: Communication Services is noted as a strong sector, while Industrials, Real Estate, and Energy are flagged as weak. :sectors:
Cross-market & !QAZ’s verdict
!QAZ(Chair): The macro picture presents significant divergence, particularly in the extreme bearish readings for Credit and Inflation, contrasting with the neutral readings observed in Volatility and Bonds. The US market’s deteriorating trend, coupled with the sector weakness in Industrials and Real Estate, suggests caution, while the relative strength in Communication Services provides a notable counterpoint.
Related
- Latest weekly track record: 2026-09-14
- All-time track record: /track-record/all-time/
As of 2026-09-19 (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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