Volatility Regime Read

VIX Daily

August 21, 2026
Covering the August 20, 2026 session

A 0.87% slide in the S&P 500 to 7,641.16 drove the VIX up 1.12 points to 16.01, the largest daily rise in 16 sessions.

RegimeVery Low
Term structureContango
Short-end stressNone
S&P 500
7,641.16
-66.82 (-0.87%)
VIX
16.01
+1.12 (+7.5%)
Risk-on / risk-off
1.09
-0.03 on the session
72nd pctile, 1y · risk-on · 0 = neutral, higher = more risk-on

The Session

The S&P 500 fell 0.87%, or 66.82 points, to 7,641.16, taking its five-day loss to 2.02% and leaving the index 2.02% below its 12-month high. The VIX rose 1.12 points to 16.01, its largest one-day advance in 16 sessions, but stayed in the Very Low regime with the term structure in contango and no short-end stress. VVIX climbed 3.3 to 89.9 and one-month skew widened 0.90 vol points to 4.52. Bitcoin gained 5.44% to 73,033 and the risk-on/off score held at 1.09, still risk-on at the 72nd percentile of its one-year range. Front-expiry options implied a 0.68% move, or 52 points.

Dashboard

MetricLatestSessionContext
S&P 5007,641.16-66.82-0.87% on the session
VIX16.01+1.12+7.52% on the session
Regime bandVery Low252d percentile 18%
VIX / VIX3M0.840above 1 is backwardation
Risk-on / risk-off+1.09-0.0372th percentile, 1y
Expected move±0.68%+0.14to 2026-08-21, options-implied
25-delta skew, 1m4.52+0.90vol points, put over call
Same-day expiry share58.5%-7.7of session option volume
Volatility regime score45.8Neutral · 0-100, higher is more stress

Levels & Expected Move

Expected move
±52 (0.68%)
to 2026-08-21, 1d · ATM IV 13.1%
Peak OI strikes
7,000 / 8,000
put / call, 2026-08-21 · call -100, put -500
Assumed dealer gamma
-132,677
indicative · no sign change within the near-dated book
Same-day expiries
58.5%
share of session volume · -7.7pp
Maturity25Δ skew (vol pts)ATM IV
1w 2026-08-27, 7d2.9411.98%
1m 2026-09-18, 29d4.5213.07%
3m 2026-11-20, 92d5.3314.89%

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

The volatility regime shifted from Low to Very Low.

This session produced the largest one-day VIX rise in 16 sessions.

What Moved the Tape — August 20, 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 15.67 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 15-2082.9%n=1,696
moves to 20-309.0%n=185
moves to <158.0%n=164
S&P 500 from hereMedianWorst 5%Sample
next session+0.06%-2.01%n=2,045
5 sessions+0.37%-4.30%n=2,043

Risk Window

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

August 24, 2026
  • RBA Meeting Minutes21:30 · Australia
August 25, 2026
  • Speech by RBA's Jacobs01:00 · Australia
August 26, 2026
  • Core PCE Price Index Month-over-Month08:30 · United Statescons. 0.2
  • Durable Goods Orders Month-over-Month08:30 · United Statescons. 0.7
  • GDP Growth Quarter-over-Quarter Second Estimate08:30 · United Statescons. 1.5
  • Personal Income Month-over-Month08:30 · United Statescons. 0.3
  • +3 more
August 28, 2026
  • Non Farm Payrolls Annual Revision Prel10:00 · United States

S&P 500 options: 2026-08-21, 2026-08-27, 2026-09-02 · VIX futures: 2026-09-16, 2026-10-21

Regime

Regime band Very Low (252d percentile 18%); VIX level 15.67 (z-score -0.74 (252d)); Vol-of-everything composite -0.3816 z (breadth 0% above 1y median) [delayed].

MetricLatestAs of
Regime band252d percentile 18%Very Low2026-08-21
VIX levelz-score -0.74 (252d)15.672026-08-21
Vol-of-everything compositedelayedbreadth 0% above 1y median-0.3816 z2026-08-21

Term Structure

VIX / VIX3M 0.84 (contango, streak 1d); Short-end stress 12.31 (VIX1D vs VIX 16.01; no short-end stress); Short-vol carry 0.1905 (positive short-vol carry).

MetricLatestAs of
VIX / VIX3Mcontango, streak 1d0.842026-08-20
Short-end stressVIX1D vs VIX 16.01; no short-end stress12.312026-08-20
Short-vol carrypositive short-vol carry0.19052026-08-20

Vol-of-Vol & Tail

VVIX / VIX 5.613 (VVIX 89.9); SKEW 143.2 (Cboe SKEW index (tail-hedging demand)); VRP 2.348 (VIX minus 21d realized vol (vol points)).

MetricLatestAs of
VVIX / VIXVVIX 89.95.6132026-08-20
SKEWCboe SKEW index (tail-hedging demand)143.22026-08-20
VRPVIX minus 21d realized vol (vol points)2.3482026-08-20

Cross-Asset

HY OAS 2.73 pp (HYG/LQD 0.750) [delayed]; MOVE 73.18 (OVX 49.6, GVZ 27.3); Risk-on/off score 0.8498 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 OASdelayedHYG/LQD 0.7502.73 pp2026-08-19
MOVEOVX 49.6, GVZ 27.373.182026-08-20
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-off0.8498 z2026-08-21

Cross-Country

VIX − VSTOXX (US–Europe fear gap) 1.58 (Nikkei-VI/VIX 1.81; India-VIX/VIX 0.71; RVX/VIX 1.22) [proxy].

MetricLatestAs of
VIX − VSTOXX (US–Europe fear gap)proxyNikkei-VI/VIX 1.81; India-VIX/VIX 0.71; RVX/VIX 1.221.582026-08-20

Positioning

VIX futures COT (net non-commercial z) -0.6409 z (percentile 25%; VXX 19.19; VIX put/call 0.36; Fear & Greed 52); Days since last spike 101 days (VIX 15.67 vs 50d MA 16.77 / 200d MA 18.48; 21d realized vol 13.7 vs VIX 15.7).

MetricLatestAs of
VIX futures COT (net non-commercial z)percentile 25%; VXX 19.19; VIX put/call 0.36; Fear & Greed 52-0.6409 z2026-08-11
Days since last spikeVIX 15.67 vs 50d MA 16.77 / 200d MA 18.48; 21d realized vol 13.7 vs VIX 15.7101 days2026-08-21

Volatility Regime Score

Composite
45.8
Neutral · 4 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
Variance risk premiumimplied minus realized — a wide premium is the calm state2.352179(inverted)
VVIX / VIXthe price of convexity — rising means hedging the hedge5.615252
Risk-on / risk-offcross-asset appetite — positive is risk-on0.856139(inverted)
Cross-asset vol breadthhow broadly volatility is elevated across asset classes-0.381212
What to watch

Historically, sessions that opened in the 15-20 VIX band have remained there on 82.9% of 1,696 observations. Core PCE, durable goods and the second GDP estimate are due 26 August; a shift out of the Very Low band would reframe the tape.

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