2026-10-01 US Market Read — Maine
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | sideways_bullish | 56.0% | 14.8% | improving |
| Korea | neutral | 30.2% | 34.5% | stable |
| US | sideways_bearish | 22.3% | 65.4% | stable |
| Volatility | neutral | 0.0% | 0.0% | stable |
| Bonds | extreme_bullish | 75.0% | 0.0% | stable |
| Credit | bearish | 0.0% | 75.0% | stable |
| FX | extreme_bearish | 37.5% | 37.5% | stable |
| Liquidity | bullish | 50.0% | 25.0% | stable |
| Commodities | bearish | 0.0% | 70.0% | stable |
| Inflation | bearish | 0.0% | 75.0% | stable |
Sectors/baskets — strong: TECHNOLOGY, Technology, CONSUMER_CYCLICAL · weak: UTILITIES, Industrials, Utilities
This week’s calendar
- 🔴 10-01 09:00 KST — Cardinal Health, Inc. 배당락일 (CAH)
- 🔴 10-01 09:00 KST — State Street Corporation 배당락일 (STT)
- 🔴 10-01 09:00 KST — Air Products and Chemicals, Inc 배당락일 (APD)
- 🔴 10-01 09:00 KST — Quanta Services, Inc. 배당락일 (PWR)
- 🔴 10-01 09:00 KST — Federal Realty Investment Trust 배당락일 (FRT)
- 🔴 10-01 09:00 KST — Raymond James Financial, Inc. 배당락일 (RJF)
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=+0.26) — only 2 of 210 tested pairs are significant (no multiple-comparison correction); weak, observational only
Desk panel
- Lovble(Global): Volatility is stable, showing no directional bias in the immediate term.
- Bsho(Bonds): Bond indicators suggest a strong upward bias, while credit conditions read as distinctly negative.
- Sham(FX): Foreign exchange movements show a clear bearish leaning, though the underlying liquidity picture remains supportive.
- Nowel(Commodities): Commodity indicators point toward a bearish environment, contrasting with the general bullishness observed in liquidity.
- Maine(US): US equities exhibit a bearish leaning overall, with Technology and Consumer Cyclical sectors showing relative strength compared to Utilities and Industrials.
Cross-market & !QAZ’s verdict
!QAZ(Chair): The market structure presents a divergence: bonds and liquidity suggest underlying support, yet credit, commodities, and US equities point toward caution. The relative strength noted in Technology within US equities suggests sector-specific resilience amidst broader caution. 
Related
- Latest weekly track record: 2026-09-28
- All-time track record: /track-record/all-time/
As of 2026-10-01 (KST).
Disclaimer: OneQAZ figures are paper-trading research, not investment advice. Past simulated performance does not predict future real-money results.
Three ways to see OneQAZ — this post is the synthesis layer:
- Live — dashboard stream (the system’s screen, 24/7)
- Synthesis — blog.oneqaz.com (daily reads · journals · track record)
- Query — OneQAZ MCP (connect an AI to live data)