2026-09-26 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | neutral | 67.0% | 2.6% | improving |
| Korea | neutral | 30.2% | 29.9% | stable |
| US | neutral | 16.2% | 56.7% | deteriorating |
| Volatility | neutral | 0.0% | 25.0% | stable |
| Bonds | bullish | 75.0% | 12.5% | stable |
| Credit | neutral | 0.0% | 50.0% | stable |
| FX | extreme_bearish | 62.5% | 37.5% | stable |
| Liquidity | neutral | 25.0% | 25.0% | stable |
| Commodities | neutral | 20.0% | 30.0% | stable |
| Inflation | bearish | 0.0% | 75.0% | stable |
Sectors/baskets — strong: — · weak: Healthcare, UTILITIES, Financial Services
This week’s calendar
- 🔴 09-28 09:00 KST — Keurig Dr Pepper Inc. 배당락일 (KDP)
- 🔴 09-28 21:30 KST — Carnival Corporation Ltd. 실적 발표 (CCL)
- 🔴 09-29 21:30 KST — Paychex, Inc. 실적 발표 (PAYX)
- 🔴 09-29 21:30 KST — Carnival Corporation Ltd. 실적 발표 (CCL)
- 🔴 09-30 05:00 KST — Nike, Inc. 실적 발표 (NKE)
- 🔴 09-30 09:00 KST — Zimmer Biomet Holdings, Inc. 배당락일 (ZBH)
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 stable, showing a slight leaning towards bearish sentiment.
- Bsho(Bonds): Bonds exhibit a clear bullish bias with stable trend confirmation.
- Sham(FX): FX is reading as extremely bearish, though the trend remains stable.
- Nowel(Commodities): Commodities show a neutral stance, with slightly more bearish leaning than bullish.
- Maine(US): US equities are showing a deteriorating trend, with weakness noted in Financial Services, Healthcare, and UTILITIES.
Cross-market & !QAZ’s verdict
!QAZ(Chair): The macro picture presents a divergence, with bonds showing strength while inflation and US equities signal caution. The cross-market view suggests that while crypto sentiment is improving, the broader equity picture remains subdued, indicating a period of careful observation across asset classes. 
Related
- Latest weekly track record: 2026-09-21
- All-time track record: /track-record/all-time/
As of 2026-09-26 (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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