Volatility Regime Read

VIX Daily

July 28, 2026
Covering the July 27, 2026 session

The S&P 500 finished essentially flat at 7,413.18 as the VIX rose 0.09 points to 18.67, holding its High regime reading ahead of this week's central bank decisions.

RegimeHigh
Term structureContango
Short-end stressN/A
S&P 500
7,413.18
+1.20 (+0.02%)
VIX
18.67
+0.09 (+0.5%)
Risk-on / risk-off
1.21
-0.04 on the session
86th pctile, 1y · risk-on · 0 = neutral, higher = more risk-on

The Session

Equities barely moved. The S&P 500 closed essentially flat at 7,413.18, up 0.02%, still 2.58% below its 12-month high. The VIX rose 0.09 points to 18.67, staying in the High regime with the term structure in contango. Reuters noted tech stocks dropping amid a Mideast focus, while MarketWatch reported oil prices sinking as the U.S. and Iran paused attacks. The OVX fell 7.4 points to 60.6 and Bitcoin dropped 2.47% to 63,725. Risk appetite held at 1.21 standard deviations above neutral, the 86th percentile over one year. Options imply a 0.89% expected move, or 66 points, into the 28 July expiry. Historically, the VIX has stayed in the 15-20 band on 83.0% of 1,688 sessions.

Dashboard

MetricLatestSessionContext
S&P 5007,413.18+1.20+0.02% on the session
VIX18.67+0.09+0.48% on the session
Regime bandHigh252d percentile 73%
VIX / VIX3M0.914above 1 is backwardation
Risk-on / risk-off+1.21-0.0486th percentile, 1y
Expected move±0.89%-0.01to 2026-07-28, options-implied
25-delta skew, 1m6.11-0.29vol points, put over call
Same-day expiry share71.1%+1.6of session option volume
Volatility regime score36.3Settled · 0-100, higher is more stress

Levels & Expected Move

Expected move
±66 (0.89%)
to 2026-07-28, 1d · ATM IV 17.1%
Peak OI strikes
6,700 / 7,625
put / call, 2026-07-28 · call -5
Assumed dealer gamma
-80,454
indicative · no sign change within the near-dated book
Same-day expiries
71.1%
share of session volume · +1.6pp
Maturity25Δ skew (vol pts)ATM IV
1w 2026-08-03, 7d4.8415.93%
1m 2026-08-26, 30d6.1115.10%
3m 2026-10-30, 95d6.7615.98%

Derived from the S&P 500 option chain at the prior close. The expected move is implied-volatility derived, not read from a straddle price. The gamma figure assumes the dealer side of every contract and is indicative only — that side is not observable in public data.

Today's Focus

A session without a standout move. With the VIX at 18.67, this is where realised volatility sits across horizons.

What Moved the Tape — July 27, 2026 session

Headlines are linked to their publishers; inclusion is not endorsement and reflects coverage during the session window only.

Scenarios

The VIX closed at 18.91 in the 15-20 band. Every figure below is the historical frequency for sessions that opened in that band — a record of what happened, not a forecast of what will.

Next session, the VIX…FrequencySample
stays in 15-2083.0%n=1,688
moves to 20-309.0%n=184
moves to <157.9%n=161
S&P 500 from hereMedianWorst 5%Sample
next session+0.06%-2.01%n=2,032
5 sessions+0.37%-4.32%n=2,028

Risk Window

US high-impact releases and major central-bank events, for the sessions ahead.

July 29, 2026
  • Fed Interest Rate Decision14:00 · United Statescons. 3.75
  • Fed Press Conference14:30 · United States
  • RBA Hunter Speech18:40 · Australia
July 30, 2026
  • BoE Interest Rate Decision07:00 · United Kingdomcons. 3.75
  • Core PCE Price Index Month-over-Month08:30 · United Statescons. 0.2
  • GDP Growth Quarter-over-Quarter Advance Estimate08:30 · United Statescons. 2.1
  • Personal Income Month-over-Month08:30 · United Statescons. 0.3
  • +3 more
July 31, 2026
  • BoJ Gov Ueda Speech19:59 · Japan
August 3, 2026
  • ISM Manufacturing PMI10:00 · United States
August 4, 2026
  • JOLTs Job Openings10:00 · United States
  • BoJ Monetary Policy Meeting Minutes19:50 · Japan

S&P 500 options: 2026-07-28, 2026-08-03, 2026-08-10 · VIX futures: 2026-08-19, 2026-09-16

Regime

Regime band High (252d percentile 73%); VIX level 18.91 (z-score +0.23 (252d)); Vol-of-everything composite 0.3583 z (breadth 100% above 1y median) [delayed].

MetricLatestAs of
Regime band252d percentile 73%High2026-07-28
VIX levelz-score +0.23 (252d)18.912026-07-28
Vol-of-everything compositedelayedbreadth 100% above 1y median0.3583 z2026-07-28

Term Structure

VIX / VIX3M 0.9138 (contango, streak 70d) [delayed]; Short-end stress 16.69 (VIX1D vs VIX 18.77; short-end reading delayed (as of 2026-07-17)) [delayed]; Short-vol carry 0.0943 (positive short-vol carry) [delayed].

MetricLatestAs of
VIX / VIX3Mdelayedcontango, streak 70d0.91382026-07-17
Short-end stressdelayedVIX1D vs VIX 18.77; short-end reading delayed (as of 2026-07-17)16.692026-07-17
Short-vol carrydelayedpositive short-vol carry0.09432026-07-17

Vol-of-Vol & Tail

VVIX / VIX 5.405 (VVIX 100.9); SKEW 146.6 (Cboe SKEW index (tail-hedging demand)); VRP 8.525 (VIX minus 21d realized vol (vol points)).

MetricLatestAs of
VVIX / VIXVVIX 100.95.4052026-07-27
SKEWCboe SKEW index (tail-hedging demand)146.62026-07-27
VRPVIX minus 21d realized vol (vol points)8.5252026-07-27

Cross-Asset

HY OAS 2.79 pp (HYG/LQD 0.744); MOVE 70.88 (OVX 60.6, GVZ 24.1) [delayed]; Risk-on/off score 2.209 z (risk-on — equal-weight blend of five cross-asset ratios — small vs large caps, cyclicals vs defensives, high-yield vs investment-grade credit, copper vs gold, and stocks vs bonds — each standardised over a rolling year. Scale is standard deviations from neutral: 0 is neutral, positive is risk-on, negative is risk-off).

MetricLatestAs of
HY OASHYG/LQD 0.7442.79 pp2026-07-24
MOVEdelayedOVX 60.6, GVZ 24.170.882026-07-17
Risk-on/off scorerisk-on — equal-weight blend of five cross-asset ratios — small vs large caps, cyclicals vs defensives, high-yield vs investment-grade credit, copper vs gold, and stocks vs bonds — each standardised over a rolling year. Scale is standard deviations from neutral: 0 is neutral, positive is risk-on, negative is risk-off2.209 z2026-07-28

Cross-Country

VIX − VSTOXX (US–Europe fear gap) 2.545 (Nikkei-VI/VIX 2.18; India-VIX/VIX 0.66; RVX/VIX 1.20) [proxy].

MetricLatestAs of
VIX − VSTOXX (US–Europe fear gap)proxyNikkei-VI/VIX 2.18; India-VIX/VIX 0.66; RVX/VIX 1.202.5452026-07-27

Positioning

VIX futures COT (net non-commercial z) -0.6822 z (percentile 24%; VXX 22.21; VIX put/call 0.34; Fear & Greed 41); Days since last spike 83 days (VIX 18.91 vs 50d MA 17.38 / 200d MA 18.75; 21d realized vol 10.1 vs VIX 18.9).

MetricLatestAs of
VIX futures COT (net non-commercial z)percentile 24%; VXX 22.21; VIX put/call 0.34; Fear & Greed 41-0.6822 z2026-07-21
Days since last spikeVIX 18.91 vs 50d MA 17.38 / 200d MA 18.75; 21d realized vol 10.1 vs VIX 18.983 days2026-07-28

Volatility Regime Score

Composite
36.3
Settled · 5 components

0-100, the mean of each component's own one-year percentile, oriented so higher is more volatility stress. Each component is ranked against its own past year, so a reading can be calm in absolute terms and still sit high against its own recent range.

ComponentValueOwn 1y %ileStress %ile
VIX / VIX3Mabove 1 is backwardation — near-term fear bid over longer-dated0.917676
Variance risk premiumimplied minus realized — a wide premium is the calm state8.528119(inverted)
VVIX / VIXthe price of convexity — rising means hedging the hedge5.403232
Risk-on / risk-offcross-asset appetite — positive is risk-on2.211000(inverted)
Cross-asset vol breadthhow broadly volatility is elevated across asset classes0.365454
What to watch

A break in the VIX out of the 15-20 band, or an S&P 500 move beyond the 66-point one-day implied range, would alter the quiet tone. The Fed decision and press conference on 29 July are the next scheduled catalysts.

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