Finance Analyst Report: 2026-09-04 04:01:24 ET
Signal Alignment
SPY Direction: SPY +1.0% (3d) | Alignment: 80% (4 aligned, 1 divergent) Status: MIXED β Mixed β no clear signal consensus
| Category | Signal Says | vs SPY | Key Driver |
|---|---|---|---|
| Dark Pool | βͺ NEUTRAL | β | DIX 0.454 moderate, 0DTE PCR 0.96 balanced |
| Gamma | π’ BULLISH | β ALIGNED | GEX +8.6B strong suppression |
| Breadth | βͺ NEUTRAL | β | Breadth 52% β mixed participation |
| Energy | π΄ BEARISH | β DIVERGENT | Energy RISING β oil climbing, margin pressure building |
| growth_expectations | βͺ NEUTRAL | β | Copper/Gold -1.4% neutral Β· real yield 2.44% restrictive |
| Correlations | π’ BULLISH | β ALIGNED | SPY/VIX -0.78 normal, SPY/DXY -0.34 normal, SPY/TNX -0.42 elevated, SPY/Oil -0.50 stretched |
| Volatility | βͺ NEUTRAL | β | VIX 14.3 sub-20 in contango Β· SKEW 151 high Β· VVIX/VIX 5.85 dealer stress |
| Inflation | π’ BULLISH | β ALIGNED | Stagflation score 23 β low inflation risk |
| carry_risk | βͺ NEUTRAL | β | USD/JPY 5d -2.2% yen strengthening, MOVE 75 calm |
| Liquidity | βͺ NEUTRAL | β | Liquidity Adequate |
| Credit | π’ BULLISH | β ALIGNED | HY OAS 2.66% moderate, NFCI -0.558 loose |
Divergence read: Risk-on regime with gamma, correlations, and inflation leaning bullish, but energy haven't signed on yet β rally is concentrated, watch for broadening.
Market Status
Regime: RISK-ON | Score: 75/100 (Favorable) |
Leading indicators show energy RISING (WTI at $92, watch for margin compression); DIX stable at 0.454; GEX positive at 8.6B (vol-suppressing). Lagging confirmation: VIX at 14.3 (low-fear environment); seasonal pattern historically neutral.
Screener Action Board
- Screener Action Board not available this cycle.
Track Record
- AI brief hit rate not available this cycle.
- Screener board record not available this cycle.
What Changed
- No signal changes detected.
Key Levels
- SPY: $772.47 | 50 SMA $755.34 | 200 SMA $711.13 | +0.0% from 50d | ZGL $762.8
- QQQ: $716.67 | 50 SMA $710.89 | 200 SMA $656.59 | +0.0% from 50d | ZGL $709.78
- IWM: $294.89 | 50 SMA $297.10 | 200 SMA $272.08 | -0.0% from 50d | ZGL $296.34
- VIX: 14.32 β sub-20 (low vol)
- 10Y Yield: 4.762%
Equity & Derivatives Board
| Ticker | Price | RSI(14) | IVR | ZGL | Ξ³-Sent | PCR |
|---|---|---|---|---|---|---|
| SPY | $772.47 | 35.61 | 11.3 | $762.80 | Neutral | 0.63 |
| QQQ | $716.67 | 31.38 | 21.4 | $709.78 | Neutral | 0.53 |
| IWM | $294.89 | 34.88 | 10.9 | $296.34 | Bearish | 2.04 |
Macro Board
| Ticker | Price | RSI(14) | IVR | ZGL | Ξ³-Sent | PCR |
|---|---|---|---|---|---|---|
| VIX | 14.32 | 52.82 | 20.0 | $11.05 | Neutral | 1.35 |
| TNX | 47.62 | 65.66 | 23.2 | - | - | - |
| GLD | $410.31 | 52.30 | 42.3 | $399.34 | Bearish | 0.49 |
| DXY | 99.00 | 39.87 | 39.4 | - | - | - |
| SLV | $60.57 | 52.59 | 14.0 | $57.29 | Bearish | 0.38 |
Dark Pool Activity
- DIX (Dark Index): 0.454
- DIX Signal: Moderate buying
- GEX (Gamma Exposure): 8.62B
Credit Conditions
- HY OAS Spread: 2.66% (Normal)
- BBB Spread: 0.99%
- 2s10s Spread: 0.43% (Flat-ish)
Market Breadth
- Stocks Above 50-Day SMA: 51.7%
- Stocks Above 200-Day SMA: 68.3%
- Breadth Signal: Strong Bullish
- Total Stocks Analyzed: 495
- Mag 7 Concentration: 32.5%
- Top 10 Concentration: 41.9%
Sector Breadth
| Sector | % > 50d SMA | Stocks |
|---|---|---|
| Energy | 94.7% | 0/0 |
| Health Care | 79.6% | 0/0 |
| Communication Services | 78.9% | 0/0 |
| Financials | 69.1% | 0/0 |
| Materials | 62.5% | 0/0 |
| Technology | 56.9% | 0/0 |
| Consumer Discretionary | 45.8% | 0/0 |
| Consumer Staples | 42.4% | 0/0 |
| Real Estate | 23.1% | 0/0 |
| Industrials | 19.4% | 0/0 |
| Utilities | 10.0% | 0/0 |
Energy & Commodities
- Energy Regime: RISING
- WTI Crude: $91.67 (5d: +9.9%)
- Brent Crude: $95.82 | Spread: $4.15
- RBOB Gasoline: $3.1600/gal
- Heating Oil: $4.6000/gal
- 3-2-1 Crack Spread: $61.21/bbl (Very wide)
- XLE (Energy Sector): $64.62
- UNG (Nat Gas): $10.49
Correlations
| Pair | 20d Corr | Signal |
|---|---|---|
| SPY / VIX | -0.776 | normal |
| SPY / DXY | -0.34 | normal |
| SPY / TNX | -0.42 | elevated |
| SPY / Oil | -0.503 | stretched |
Volatility & Options
- Volatility Regime: Contango (Normal)
- MOVE Index (Bond Vol): 74.68
- VIX/MOVE Ratio: 0.19 (Normal Relationship)
- 0DTE Call Volume: 4,226,930.0
- 0DTE Put Volume: 4,048,764.0
- 0DTE Put/Call Ratio: 0.96 (Balanced 0DTE Flow)
- 0DTE Notional Dollar Volume: $639.9B
- Gamma Call Wall: $775 | Put Wall: $765 (Spot: $772.47)
CTA Trend Stack
- SMA Stack Score: 3/4 above
- Position: Above 50,100,200d SMA(s) Β· below 20d
Positioning & Sentiment
- CFTC E-mini Specs Net: -67,994 contracts (Z +0.86, as of 2026-08-25)
- AAII Bull-Bear Spread: +2.1% (as of 2026-09-02)
- Squeeze Setup: none (0/4 triggers Β· no triggers active)
- Fragility Flags: Air Pocket elevated Β· Re-entry none
Macro Fundamentals
- 10Y Yield: 4.76%
- Yield Curve (10Y-3M): 1.02 (Normal)
- DXY: 99.00
- Growth vs Value: 0.93
- Fed Funds Rate: 3.50-3.75% | Next FOMC: 2026-09-16
- Rate Probabilities: Hold N/A | Cut N/A
Inflation Expectations
- 5Y Breakeven: 2.35% (Near Target)
- 10Y Breakeven: 2.34%
- 5Y5Y Forward: 2.33%
- Stagflation Risk Score: 23/100
Fed & Global Liquidity
- Fed Balance Sheet (WALCL): $6737.2B
- Treasury General Account (TGA): $967.9B
- Reverse Repo (RRP): $0.7B
- US Net Liquidity (WALCL - TGA - RRP): $5,779B
- Liquidity Regime: Adequate
- ECB Balance Sheet: ~$6,885B
- BOJ Balance Sheet: ~$4,150B
- Global Net Liquidity: $16,814B
- BTC-USD (Liquidity Proxy): $80,692 (Risk-on)
Active Alerts
- [WARNING] Oil-equity transmission active: SPY-Oil correlation at -0.503 with energy in RISING β crude shock propagating into equities.
- [WARNING] Key correlation regime break detected β normal market relationships are shifting, increased unpredictability.
- [WARNING] SPY near gamma wall β expect increased resistance/support and potential pinning at key strike.
- [WARNING] Oil spike alert: USO at $142.09 (vs 20d avg 130.74, +1.9Ο), floor $75.00 β potential geopolitical disruption or supply shock.
- [INFO] Full bullish alignment: DIX 0.454, GEX +8.6B, HY OAS 2.66%, breadth 52%.
- [WARNING] SKEW at 151 β elevated tail-risk hedging activity.
- [WARNING] Data integrity: zero_dte_pcr is STALE (~0h old vs an expected max of ~0h) and it feeds the drawdown-risk lens and/or the health score β those surfaces are running on stale input.
- [WARNING] Data integrity: hy_oas is STALE (~54h old vs an expected max of ~49h) and it feeds the drawdown-risk lens and/or the health score β those surfaces are running on stale input.
- [WARNING] Data integrity: gex is STALE (~30h old vs an expected max of ~28h) and it feeds the drawdown-risk lens and/or the health score β those surfaces are running on stale input.
- [WARNING] Data integrity: dix is STALE (~30h old vs an expected max of ~28h) and it feeds the drawdown-risk lens and/or the health score β those surfaces are running on stale input.
Seasonality
- Current Month: September
- Average Return: -0.48%
- Median Return: +0.69%
- Hit Rate: 60%
- Signal: Historically Neutral
Today's Events
Economic Releases:
- Gross Domestic Product (GDP): 32486.066 | Prev: 31865.721
Upcoming Calendar (30 Days)
Economic Releases:
- Employment Situation (Payrolls): 2026-09-04
- Producer Price Index (PPI): 2026-09-10
- Consumer Price Index (CPI): 2026-09-11
- Retail Sales: 2026-09-16
- Industrial Production: 2026-09-18
- Philadelphia Fed Mfg Index: 2026-09-22
- Gross Domestic Product (GDP): 2026-09-30
- Employment Situation (Payrolls): 2026-10-02
Earnings & EPS Estimates:
- JPM (2026-10-13): EPS Est. $5.91 (β2.7% vs 30d)
- GS (2026-10-13): EPS Est. $16.43 (β16.6% vs 30d)
- TSLA (2026-10-21): EPS Est. $0.45 (β0.9% vs 30d)
- MSFT (2026-10-28): EPS Est. $4.72 (β2.3% vs 30d)
- GOOGL (2026-10-28): EPS Est. $3.01 (β0.2% vs 30d)
- META (2026-10-28): EPS Est. $6.53 (β7.3% vs 30d)
- AAPL (2026-10-29): EPS Est. $1.98 (β0.1% vs 30d)
- AMZN (2026-10-29): EPS Est. $1.95 (β0.1% vs 30d)
- NVDA (2026-11-17): EPS Est. $2.47 (β5.3% vs 30d)
- WMT (2026-11-19): EPS Est. $0.64 (β7.0% vs 30d)
FX News Wire
Unread articles (28):
[1] Pound star G10 performer but Burnham Budget spending risks weigh URL: https://www.fxstreet.com/analysis/pound-star-g10-performer-but-burnham-budget-spending-risks-weigh-202609040759 Published: Fri, 04 Sep 2026 07:59:42 GMT
[2] Dow Jones futures steady as traders await US Nonfarm Payrolls URL: https://www.fxstreet.com/news/dow-jones-futures-steady-as-traders-await-us-nonfarm-payrolls-202609040756 Published: Fri, 04 Sep 2026 07:56:59 GMT
[3] British Pound rebounds swiftly from one-month low against broadly weaker Yen URL: https://www.fxstreet.com/news/british-pound-rebounds-swiftly-from-one-month-low-against-broadly-weaker-yen-202609040743 Published: Fri, 04 Sep 2026 07:43:44 GMT
[4] USD/JPY Price Forecast: US Dollar recovery is likely to be tested at 156.70 area URL: https://www.fxstreet.com/news/usd-jpy-price-forecast-us-dollar-recovery-is-likely-to-be-tested-at-15670-area-202609040743 Published: Fri, 04 Sep 2026 07:43:29 GMT
[5] Gold: Rebound on softer Fed expectations - OCBC URL: https://www.fxstreet.com/news/gold-rebound-on-softer-fed-expectations-ocbc-202609040742 Published: Fri, 04 Sep 2026 07:42:00 GMT
[6] Crypto's $638 million buyback boom may not be as bullish as it looks URL: https://www.fxstreet.com/cryptocurrencies/news/cryptos-638-million-buyback-boom-may-not-be-as-bullish-as-it-looks-202609040732 Published: Fri, 04 Sep 2026 07:32:42 GMT
[7] Silver Price Forecast: XAG/USD corrects $66.30 amid caution ahead of US NFP data URL: https://www.fxstreet.com/news/silver-price-forecast-xag-usd-corrects-6630-amid-caution-ahead-of-us-nfp-data-202609040732 Published: Fri, 04 Sep 2026 07:32:15 GMT
[8] Euro steadies against Canadian Dollar following Germany's Factory Orders data URL: https://www.fxstreet.com/news/euro-steadies-against-canadian-dollar-following-germanys-factory-orders-data-202609040732 Published: Fri, 04 Sep 2026 07:32:05 GMT
[9] August's US employment report front and center URL: https://www.fxstreet.com/analysis/augusts-us-employment-report-front-and-center-202609040726 Published: Fri, 04 Sep 2026 07:26:09 GMT
[10] Indian Rupee: RBI inflows and reduced tail risks - MUFG URL: https://www.fxstreet.com/news/indian-rupee-rbi-inflows-and-reduced-tail-risks-mufg-202609040720 Published: Fri, 04 Sep 2026 07:20:34 GMT
[11] A smart solution for Indonesian traders: Maximize your profits with TradingPRO's IDR Account URL: https://www.fxstreet.com/press-releases/a-smart-solution-for-indonesian-traders-maximize-your-profits-with-tradingpros-idr-account-202609040720 Published: Fri, 04 Sep 2026 07:20:24 GMT
[12] US Dollar Index Price Forecast: Holds steady near 99.00 below key averages before US jobs data URL: https://www.fxstreet.com/news/us-dollar-index-price-forecast-holds-steady-near-9900-below-key-averages-before-us-jobs-data-202609040705 Published: Fri, 04 Sep 2026 07:05:51 GMT
[13] US Dollar: Fed outlook stays data-dependent after Waller - Danske Bank URL: https://www.fxstreet.com/news/us-dollar-fed-outlook-stays-data-dependent-after-waller-danske-bank-202609040705 Published: Fri, 04 Sep 2026 07:05:29 GMT
[14] Euro pulls back against a firmer British Pound following hawkish BoE rhetoric URL: https://www.fxstreet.com/news/euro-pulls-back-against-a-firmer-british-pound-following-hawkish-boe-rhetoric-202609040704 Published: Fri, 04 Sep 2026 07:04:42 GMT
[15] TradingPRO celebrates 10 years with a USD 10,000 global trading contest URL: https://www.fxstreet.com/press-releases/tradingpro-celebrates-10-years-with-a-usd-10-000-global-trading-contest-202609040704 Published: Fri, 04 Sep 2026 07:04:17 GMT
[16] PU Prime launches Australian operations under ASIC licence URL: https://www.fxstreet.com/press-releases/pu-prime-launches-australian-operations-under-asic-licence-202609040659 Published: Fri, 04 Sep 2026 06:59:30 GMT
[17] The Dollar shows no clear trend URL: https://www.fxstreet.com/analysis/the-dollar-shows-no-clear-trend-202609040657 Published: Fri, 04 Sep 2026 06:57:05 GMT
[18] Jobs day URL: https://www.fxstreet.com/analysis/jobs-day-202609040652 Published: Fri, 04 Sep 2026 06:52:41 GMT
[19] Oil: Elevated prices face fragile support - ING URL: https://www.fxstreet.com/news/oil-elevated-prices-face-fragile-support-ing-202609040648 Published: Fri, 04 Sep 2026 06:48:48 GMT
[20] PepsiCo vs Coca-Cola: Which stock has the edge? URL: https://www.fxstreet.com/news/pepsico-vs-coca-cola-which-stock-has-the-edge-202609040647 Published: Fri, 04 Sep 2026 06:47:29 GMT
[21] New Zealand Dollar advances as US Dollar struggles on softening hawkish expectations URL: https://www.fxstreet.com/news/new-zealand-dollar-advances-as-us-dollar-struggles-on-softening-hawkish-expectations-202609040647 Published: Fri, 04 Sep 2026 06:47:14 GMT
[22] Forex Today: US Dollar retreats on easing Fed rate hike bets, focus shifts to NFP URL: https://www.fxstreet.com/news/forex-today-us-dollar-retreats-on-easing-fed-rate-hike-bets-focus-shifts-to-nfp-202609040640 Published: Fri, 04 Sep 2026 06:40:42 GMT
[23] The commodities feed: Oil maintains gains amid Persian gulf escalation URL: https://www.fxstreet.com/analysis/the-commodities-feed-oil-maintains-gains-amid-persian-gulf-escalation-202609040639 Published: Fri, 04 Sep 2026 06:39:10 GMT
[24] Japanese Yen: Policy signals support JPY against US Dollar - Commerzbank URL: https://www.fxstreet.com/news/japanese-yen-policy-signals-support-jpy-against-us-dollar-commerzbank-202609040636 Published: Fri, 04 Sep 2026 06:36:39 GMT
[25] USD/CAD Price Forecast: 100-day EMA remains key hurdle URL: https://www.fxstreet.com/news/usd-cad-price-forecast-100-day-ema-remains-key-hurdle-202609040627 Published: Fri, 04 Sep 2026 06:27:25 GMT
[26] Cryptocurrencies Price Prediction: Uniswap, Cardano & Bitcoin - Asian Wrap 04 September URL: https://www.fxstreet.com/cryptocurrencies/news/cryptocurrencies-price-prediction-uniswap-cardano-bitcoin-asian-wrap-04-september-202609040626 Published: Fri, 04 Sep 2026 06:26:17 GMT
[27] Australian Dollar edges higher above 0.7200 on rising RBA hike bets, eyes on US NFP data URL: https://www.fxstreet.com/news/australian-dollar-edges-higher-above-07200-on-rising-rba-hike-bets-eyes-on-us-nfp-data-202609040625 Published: Fri, 04 Sep 2026 06:25:52 GMT
[28] Euro stalls above 1.1600 with Eurozone Retail Sales, US Nonfarm Payrolls on tap URL: https://www.fxstreet.com/news/euro-stalls-above-11600-with-eurozone-retail-sales-us-nonfarm-payrolls-on-tap-202609040621 Published: Fri, 04 Sep 2026 06:21:21 GMT
Iran War News
Updates (8):
[1] Araghchi pushes back on Jordan over Iran response remarks Time: 2026-09-04T07:56:41.683Z
[2] Novak says China to take over 60% of Russia's gas exports by 2030 Time: 2026-09-04T07:28:59.239Z
[3] Clashes in Yemen kill at least 81 fighters - AFP Time: 2026-09-04T06:46:11.009Z
[4] Air defense commander says Iran will 'surprise the enemy' Time: 2026-09-04T06:35:29.467Z
[5] Sechin says China has overcome Hormuz crisis with reserves, Russia ties Time: 2026-09-04T06:20:14.129Z
[6] Tehran mayor says essential goods stocked for coming months Time: 2026-09-04T06:12:00.348Z
[7] Deputy speaker says Iran should target US economic interests in region Time: 2026-09-04T06:03:33.274Z
[8] Lawmaker urges Iran to reduce reliance on dollar to withstand sanctions Time: 2026-09-04T06:00:32.066Z
Hormuz Strait Status
Strait of Hormuz Dashboard:
- Strait Status: RESTRICTED (since 2026-02-28, 188 days ago)
- Ships Transiting: 8 of 60 normal daily β 13.3% of normal
- Throughput: 13.0% of normal (1.3M / 10.3M DWT)
- Stranded Vessels: 408
- Oil Prices: Brent $96.02 (+6.99%)
- War Risk Insurance: EXTREME β 50.0x normal
- Tanker Rates: WS450 (+800% vs pre-crisis)
- Global Impact: 21% of world oil supply at risk; est. $3.5 billion/day economic cost