AgentCanary/The Record/2026/July/July 1, 2026
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THE RECORD · DAILY ARCHIVE

July 1, 2026 — The Record

Risk Gauge: 100/100 · Phase: EXPANSION · 1 brief · 4 top movers

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100
/ 100
CRITICAL
HIGHEXPANSION
Risk 100/100 · 6 movers
1 BRIEF · CHRONOLOGICAL · ALL TIMES UTC WED 01 JUL 2026
03:15
RADAR
MACRO RADAR 03:15 UTC #

MACRO RADAR — Jul 1

Risk 100/100 · 6 movers

EXPAND BRIEF CONTENT
Pre-market brief — tradfi data reflects Tue 2026-06-30 close. Crypto data is live. MACRO RADAR — Jul 1, 2026 Built for autonomous systems. Useful for humans.

MACRO OVERVIEW

Risk Gauge: 100.0/100 (Critical). Phase: EXPANSION. Composite Risk: 49.8/100 (ELEVATED).

CRYPTO

BTC: $58,994 · ETH: $1,584 · SOL: $74.71 Crypto sentiment: 11 (Extreme Fear, 7d avg 14) (falling).

LIQUIDITY & CREDIT

Global CB Liquidity: $17.82T (YoY -2.69%) — fed $6.74T · ecb $6.98T · boj $4.11T US M2: $23.05T (YoY +5.58%) HY Credit Spreads: 280bps NORMAL BDRY: $11.82 (-8.0% 30d, UP — SOFTENING). Oil: SUPPLY_GLUT, crude 412.1M bbl, refinery 96.1%, SPR 331M.

KEY PRICES

SPY +2.4% | QQQ +4.2% | VIX -6.8% | TLT -1.1% | DXY +0.2% | OIL -1.4%

OVERNIGHT vs US CLOSE

▲ SOXX: +8.6% ▲ SMH: +7.2% ▼ VIX: -6.8% ▲ BOTZ: +5.4% ▲ XLK: +5.2% ▼ WPP: -4.6%

HEGEMONY SNAPBACK

1.5/6 — WATCH USD Index 120.89 (R), Gold $4015 (Y)

NOTABLE Z-SCORES

[-] 10Y Treasury: -1.98σ [+] HY Credit Spread: +1.91σ [-] WTI Crude Oil: -1.84σ [-] 30Y Treasury: -1.69σ [-] Silver: -1.51σ

US OPEN SETUP

Overnight risk-on momentum out of Asia and Europe sets up a constructive US open for growth and semiconductor exposure. The defensives selloff confirms genuine rotation rather than a defensive hedge — lean into the growth trade but stay alert to whether crypto sustains or fades the move, as a divergence there would be an early warning of fading risk appetite heading into the session. api.agentcanary.ai/api/docs npm i agentcanary-mcp Not financial advice

72H TRACK RECORD

1 brief · 72h evaluation pending

HIT
0
PARTIAL
0
MISS
0
MACRO RADAR
Regime EXPANSION called — awaiting next radar
PENDING
SIGNAL SCAN
No brief published
MARKET PULSE
No brief published
MARKET WRAP
No brief published