AgentCanary/The Record/2026/May/May 15/MARKET WRAP
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MARKET WRAP · May 15, 2026 · 21:15 UTC

SPY -0.4% | QQQ -0.8% | VIX +6.8% | TLT -1.3% | DXY +0.4% | OIL flat

MARKET WRAP · May 15, 2026, 21:15 UTC · Risk 36.1/100

SPY -0.4% | QQQ -0.8% | VIX +6.8% | TLT -1.3% | DXY +0.4% | OIL flat

Key indicators

Risk Gauge
36.1/100 (Low)

Closing Prices

SPY -0.4% | QQQ -0.8% | VIX +6.8% | TLT -1.3% | DXY +0.4% | OIL flat

vs Morning

SPY -1.8% | QQQ -2.6% | VIX +10.2% | TLT -1.3% | DXY -0.1% | OIL -1.3%

Evening News

▲ Malaysia: Growth risks and steady rates – UOB ▲ China Allows Exports for 425 US Beef Plants, Trade Group Says ▼ THORChain exploit raises fresh concerns over MPC wallet security ▼ Gold sinks 2% as Iran war fuels fresh inflation shock ▲ US Dollar Index climbs to five-week high as hawkish Fed bets gather pace

Scenario Shifts

↑ Late Cycle · ↓↓ Goldilocks · ↑ Stagflation · ↑ Hegemony

Regime Check

Risk Gauge: 36.1/100 (Low). Regime: OVERHEATING.

Sector Close

Top sectors: XLE +3.1%, XLF +0.2%, URA -6.3%, COPX -9.6%. Sector dispersion: 70 (EXTREME, breadth SELECTIVE_WEAKNESS), 25% positive 1w.

Upcoming — High Impact

[JPN] Real GDP (AQR) (Preliminary)(Q1) — May 17 18:50 UTC (prev: 1.3%) [CHN] Total retail sales of consumer goods (MoM)(Apr) (+1 variants) — May 18 02:00 UTC (prev: 0.14%) [UK] CBI retail sales difference(May) — May 18 10:00 UTC (prev: -68) [UK] CBI Retail Sales Expectation Index(May) — May 18 10:00 UTC (prev: -60)

Contrarian

• Fed may be behind the curve but markets are overreacting - inflation could prove transitory again if supply chains normalize • Dollar strength may be self-limiting as it eventually hurts US exports and corporate earnings, potentially forcing Fed dovishness agentcanary.ai | Not financial advice