Global Risk Regime

A percentile-based risk regime view across US equities, volatility, credit, rates, and dollar pressure.

Regime score

74

Risk-offNeutralRisk-on

Risk-on: add risk selectively

Trend and risk pricing are constructive. Add exposure while monitoring breadth and leadership quality.

Data confidence93

2026.09.08 22:55 KST

Dashboard use standard

Dashboards are checklists, not conclusions.

TapeFlow dashboards split market regime, macro pressure, and sector flow into separate questions. Readers are not asked to follow one score; they can compare component indicators, latest dates, data confidence, and related radar views before sizing risk.

Component indicators and latest dates
Confidence and data gaps
Related radar and detail pages

Equity trend

-0.5%

S&P 500 1M, Nasdaq -0.7%

Percentile 26p2026-09-04

Volatility

14.5

VIX percentile. Lower is more risk-on.

Percentile 23p2026-09-04

Credit stress

3.27x

HY OAS / IG OAS. Lower means calmer credit.

Percentile 4p2026-09-03

Yield curve

0.41 pp

10Y-2Y. Higher is less cyclical stress.

Percentile 69p2026-09-04

Real rate

0.09%

Fed Funds minus CPI YoY. Lower helps growth valuations.

Percentile 35p2026-08-01

Options sentiment

0.76

Put/call percentile. Lower means lighter hedging demand.

Percentile 11p2026-09-04

Leverage

+8.7%

FINRA margin debt 3-month change

Percentile --2026-07-31

Dollar pressure

-5.5%

USD/KRW 1M change. Higher is a risk-asset headwind.

Percentile 3p2026-09-08

Cross-asset tape

Equity trend vs risk pricing

Factor tape

Risk budget factor scores

Equity trend
26
Volatility
77
Credit stress
96
Yield curve
69
Real rate
65
Options sentiment
89
Leverage
--
Dollar pressure
97

US breadth

US Market Breadth

2026-09-08

NYSE breadth

NYSE

48.2 %

NASDAQ breadth

NASDAQ

48.4 %

AMEX breadth

AMEX

30.8 %

US new-high leadership

US 52-Week Highs + Turnover

2026-09-08

Arcelor Mittal NY Registry Shares NEW

NYSE

$127M

Marex Group Limited

NASDAQ

$121M

Atkore Inc.

NYSE

$38M

CoreCivic, Inc.

NYSE

$36M

Dorian LPG Ltd.

NYSE

$34M

US mega-cap concentration

US Mega-Cap Concentration

2026-09-08

Top 10 US Mega-Caps

US

29.5 %

NVIDIA Corporation

NASDAQ

5.5 %

Apple Inc.

NASDAQ

4.7 %

Alphabet Inc.

NASDAQ

4.1 %

Microsoft Corporation

NASDAQ

3.7 %

Portfolio checklist

Above 68 with confidence above 80, favor trend and leadership exposure.

Below 38, stay defensive until at least two stress signals improve.

When confidence is low, verify freshness and missing inputs before sizing positions.