Volatility Regime Read

VIX Daily

July 29, 2026
Covering the July 28, 2026 session

Volatility eased 0.46 points as the VIX closed at 18.21 while the S&P 500 advanced 0.21% to 7,428.78, a quiet session inside the High regime.

RegimeHigh
Term structureContango
Short-end stressN/A
S&P 500
7,428.78
+15.60 (+0.21%)
VIX
18.21
-0.46 (-2.5%)
Risk-on / risk-off
1.17
-0.04 on the session
83rd pctile, 1y · risk-on · 0 = neutral, higher = more risk-on

The Session

Neither the equity advance nor the volatility decline stood out in size. The S&P 500 added 15.60 points, or 0.21%, to close at 7,428.78. The VIX declined 0.46 points, or 2.46%, to 18.21, remaining in its High regime band with the term structure in contango. The risk-on/off score held at 1.17, the 83rd percentile of its one-year range. WSJ Markets reported Treasury yields edged lower as the U.S. and Iran held back strikes. Cross-asset, the Nikkei VI rose 8.73 points to 41.14 even as SKEW fell 3.6 to 143.0, OVX dropped 3.5 to 57.1 and VVIX slipped 2.4 to 98.5. At-the-money options implied a 1.01% one-day move.

Dashboard

MetricLatestSessionContext
S&P 5007,428.78+15.60+0.21% on the session
VIX18.21-0.46-2.46% on the session
Regime bandHigh252d percentile 65%
VIX / VIX3M0.914above 1 is backwardation
Risk-on / risk-off+1.17-0.0483th percentile, 1y
Expected move±1.01%+0.12to 2026-07-29, options-implied
25-delta skew, 1m6.16+0.05vol points, put over call
Same-day expiry share65.3%-5.8of session option volume
Volatility regime score36.1Settled · 0-100, higher is more stress

Levels & Expected Move

Expected move
±75 (1.01%)
to 2026-07-29, 1d · ATM IV 19.3%
Peak OI strikes
7,300 / 7,575
put / call, 2026-07-29 · call -50, put +600
Assumed dealer gamma
-22,814
indicative · no sign change within the near-dated book
Same-day expiries
65.3%
share of session volume · -5.8pp
Maturity25Δ skew (vol pts)ATM IV
1w 2026-08-04, 7d4.5615.35%
1m 2026-08-27, 30d6.1614.98%
3m 2026-10-30, 94d6.5415.76%

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 18.21, this is where realised volatility sits across horizons.

What Moved the Tape — July 28, 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 18.37 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=1,689
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=2,033
5 sessions+0.37%-4.32%n=2,029

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: 2026-07-29, 2026-08-04, 2026-08-11 · VIX futures: 2026-08-19, 2026-09-16

Regime

Regime band High (252d percentile 65%); VIX level 18.37 (z-score +0.06 (252d)); Vol-of-everything composite 0.2343 z (breadth 100% above 1y median) [delayed].

MetricLatestAs of
Regime band252d percentile 65%High2026-07-29
VIX levelz-score +0.06 (252d)18.372026-07-29
Vol-of-everything compositedelayedbreadth 100% above 1y median0.2343 z2026-07-29

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 5.41 (VVIX 98.5); SKEW 143 (Cboe SKEW index (tail-hedging demand)); VRP 8.052 (VIX minus 21d realized vol (vol points)).

MetricLatestAs of
VVIX / VIXVVIX 98.55.412026-07-28
SKEWCboe SKEW index (tail-hedging demand)1432026-07-28
VRPVIX minus 21d realized vol (vol points)8.0522026-07-28

Cross-Asset

HY OAS 2.81 pp (HYG/LQD 0.743); MOVE 70.88 (OVX 57.1, GVZ 24.6) [delayed]; Risk-on/off score 2.044 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 0.7432.81 pp2026-07-27
MOVEdelayedOVX 57.1, GVZ 24.670.882026-07-17
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-off2.044 z2026-07-29

Cross-Country

VIX − VSTOXX (US–Europe fear gap) 2.318 (Nikkei-VI/VIX 2.15; India-VIX/VIX 0.65; RVX/VIX 1.20) [proxy].

MetricLatestAs of
VIX − VSTOXX (US–Europe fear gap)proxyNikkei-VI/VIX 2.15; India-VIX/VIX 0.65; RVX/VIX 1.202.3182026-07-28

Positioning

VIX futures COT (net non-commercial z) -0.6822 z (percentile 24%; VXX 22.03; VIX put/call 0.34; Fear & Greed 40); Days since last spike 84 days (VIX 18.37 vs 50d MA 17.38 / 200d MA 18.73; 21d realized vol 10.2 vs VIX 18.4).

MetricLatestAs of
VIX futures COT (net non-commercial z)percentile 24%; VXX 22.03; VIX put/call 0.34; Fear & Greed 40-0.6822 z2026-07-21
Days since last spikeVIX 18.37 vs 50d MA 17.38 / 200d MA 18.73; 21d realized vol 10.2 vs VIX 18.484 days2026-07-29

Volatility Regime Score

Composite
36.1
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 state8.057822(inverted)
VVIX / VIXthe price of convexity — rising means hedging the hedge5.413333
Risk-on / risk-offcross-asset appetite — positive is risk-on2.041000(inverted)
Cross-asset vol breadthhow broadly volatility is elevated across asset classes0.234949
What to watch

The Fed interest rate decision and press conference are due tomorrow. Sessions opening in the VIX 15-20 band have stayed there 83.0% of the time historically, on 1,689 observations. Options imply a 75-point expected move into the expiry.

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