2026-09-20 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | neutral | 55.0% | 4.1% | improving |
| Korea | neutral | 26.9% | 24.6% | stable |
| US | neutral | 9.5% | 60.2% | deteriorating |
| Volatility | extreme_bearish | 25.0% | 50.0% | stable |
| Bonds | neutral | 37.5% | 25.0% | stable |
| Credit | neutral | 0.0% | 50.0% | stable |
| FX | extreme_bearish | 37.5% | 37.5% | stable |
| Liquidity | neutral | 0.0% | 0.0% | stable |
| Commodities | neutral | 10.0% | 40.0% | stable |
| Inflation | sideways_bearish | 0.0% | 75.0% | stable |
Sectors/baskets — strong: COMMUNICATION_SERVICES · weak: Industrials, FINANCIAL_SERVICES, 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
- Lovble(Global): Volatility is registering as extreme bearish, though the underlying trend remains stable.
- Bsho(Bonds): Bonds are positioned neutrally, with the bearish reading holding more weight than the bullish.
- Sham(FX): FX is reading as extreme bearish, despite a relatively balanced distribution between bullish and bearish readings.
- Nowel(Commodities): Commodities are showing a neutral reading, with the bearish side carrying significantly more weight than the bullish.
- Maine(US): US equities are showing a neutral reading, but the underlying trend is noted as deteriorating, with Communication Services showing strength while Industrials and Financial Services show weakness.
Cross-market & !QAZ’s verdict
!QAZ(Chair): The macro picture suggests significant caution, highlighted by extreme bearish readings in volatility and FX, while underlying trends across most asset classes remain stable or are deteriorating. The divergence between the improving trend in Crypto and the deteriorating trend in US equities suggests sector rotation or divergence in risk appetite. Overall, the market appears to be consolidating within established, albeit cautious, boundaries. 
Related
- Latest weekly track record: 2026-09-14
- All-time track record: /track-record/all-time/
As of 2026-09-20 (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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