Gathering the overview…
Pre-openThe market has not opened yet. Showing Thu 24 Sept's close, 16:00 ET. These numbers start moving again when it opens today at 09:30 ET.
Gathering the overview…
Today's market backdrop in one screen — regime, breadth, and what's moving.
SPY 767.59 · as of Sep 25, 2026, 02:48 ET
week of SEP 23 · change is week over week, never daily. Moves under 0.25% are shown as Flat.
| week of | net | change | balance sheet | TGA | reverse repo |
|---|---|---|---|---|---|
| 2026-09-23 | $5.77T | -$94.0B | $6.75T | $977B | $461M |
| 2026-09-16 | $5.86T | +$7.29B | $6.75T | $877B | $5.38B |
| 2026-09-09 | $5.86T | +$88.1B | $6.74T | $883B | $432M |
| 2026-09-02 | $5.77T | -$10.7B | $6.74T | $968B | $525M |
| 2026-08-26 | $5.78T | -$12.3B | $6.73T | $951B | $702M |
| 2026-08-19 | $5.79T | -$3.51B | $6.75T | $954B | $317M |
| 2026-08-12 | $5.80T | -$44.3B | $6.76T | $964B | $725M |
| 2026-08-05 | $5.84T | +$14.8B | $6.75T | $907B |
Every row is measured, not projected — nothing here is extrapolated from the announced runoff schedule or the published TGA targets. The balance sheet and TGA print weekly on a Wednesday and are revised afterwards; reverse repo is daily and is read as of the same Wednesday, so a fresh repo number never moves a stale weekly pair. Read Sep 25, 2026, 02:56 ET.
as of Sep 25, 2026, 02:48 ET
as of Sep 25, 2026, 02:48 ET
as of Sep 25, 2026, 02:48 ET
This page adds nothing. Every figure here is taken from data the other pages already computed — nothing is fetched for this view, and the group and flow numbers are read from storage rather than recalculated. A card showing a dash means that job has not run yet, not that something broke, and outside market hours a figure that has stopped moving is last session’s close rather than a stuck feed. Every card carries the date of the reading it shows.
The caveats travel with the numbers. The forecast odds are a modelling lean rather than a probability of the world, the downturn figure understates the tail because volatility is held constant, and the gamma regime rests on an assumption about who is on the other side of each option trade. Each card links to the page that explains its own limits.
The market has not opened yet. Showing Thu 24 Sept's close, 16:00 ET.
| $1.65B |
| 2026-07-29 | $5.82T | -$92.5B | $6.74T | $911B | $2.58B |
|---|
| 2026-07-22 | $5.92T | -$69.3B | $6.75T | $830B | $376M |
|---|
| 2026-07-15 | $5.99T | +$28.5B | $6.74T | $756B | $151M |
|---|
| 2026-07-08 | $5.96T | +$115B | $6.74T | $774B | $3.35B |
|---|
| 2026-07-01 | $5.84T | +$30.9B | $6.72T | $880B | $1.00B |
|---|
as of 2026-09-24 close · computed Sep 24, 2026, 18:00 ET
as of 2026-09-24 close · computed Sep 24, 2026, 18:00 ET
as of 2026-09-24 close · computed Sep 24, 2026, 18:00 ET