Volatility Regime Read

VIX Daily

August 26, 2026
Covering the August 25, 2026 session

The S&P 500 advanced 0.32% to 7,677.28 while the VIX slipped 0.40 points to 15.45, holding the Very Low regime in contango.

RegimeVery Low
Term structureContango
Short-end stressNone
S&P 500
7,677.28
+24.42 (+0.32%)
VIX
15.45
-0.40 (-2.5%)
Risk-on / risk-off
1.00
-0.02 on the session
68th pctile, 1y · risk-on · 0 = neutral, higher = more risk-on

The Session

Equities ground higher without a standout move, the S&P 500 adding 24.42 points to 7,677.28 as the VIX fell 0.40 points to 15.45 and the risk-on score held at 1.00. VVIX declined 3.0 to 85.7, SKEW dropped 2.4 to 143.3 and the MOVE index eased 2.1 to 71.9. Contango and an absence of short-end stress kept the Very Low regime intact. The options market implied a 0.48 percent, or 37-point, expected move into the 26 August expiry, where open interest peaks at the 8,000 call and 7,600 put. One-month skew stood at 3.93 vol points after a 0.35 decline. Headlines pointed to markets awaiting Core PCE data and Nvidia earnings. The S&P 500 remains 1.56 percent below its 12-month high.

Dashboard

MetricLatestSessionContext
S&P 5007,677.28+24.42+0.32% on the session
VIX15.45-0.40-2.52% on the session
Regime bandVery Low252d percentile 18%
VIX / VIX3M0.848above 1 is backwardation
Risk-on / risk-off+1.00-0.0268th percentile, 1y
Expected move±0.48%-0.02to 2026-08-26, options-implied
25-delta skew, 1m3.93-0.35vol points, put over call
Same-day expiry share67.7%-0.3of session option volume
Volatility regime score39.8Settled · 0-100, higher is more stress

Levels & Expected Move

Expected move
±37 (0.48%)
to 2026-08-26, 1d · ATM IV 9.2%
Peak OI strikes
7,600 / 8,000
put / call, 2026-08-26 · put +225
Assumed dealer gamma
+12,140
indicative · sign change near 6,920
Same-day expiries
67.7%
share of session volume · -0.3pp
Maturity25Δ skew (vol pts)ATM IV
1w 2026-09-01, 7d2.2711.30%
1m 2026-09-24, 30d3.9312.64%
3m 2026-11-20, 87d4.7814.52%

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 15.45, this is where realised volatility sits across horizons.

What Moved the Tape — August 25, 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 15.65 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=1,699
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=2,047
5 sessions+0.37%-4.30%n=2,044

Risk Window

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

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
  • +2 more
August 28, 2026
  • Non Farm Payrolls Annual Revision Prel10:00 · United States
  • Speech by Fed's Chair Warsh10:00 · United States
September 1, 2026
  • ISM Manufacturing PMI Index10:00 · United States
  • JOLTs Job Openings Level10:00 · United States
  • Speech by BoJ's Takada21:30 · Japan
September 2, 2026
  • BoC Interest Rate Decision09:45 · Canada
  • Press Conference by BoC10:30 · Canada
September 3, 2026
  • Services Sector PMI10:00 · United States

S&P 500 options: 2026-08-26, 2026-09-01, 2026-09-08 · VIX futures: 2026-09-16, 2026-10-21

Regime

Regime band Very Low (252d percentile 18%); VIX level 15.65 (z-score -0.76 (252d)); Vol-of-everything composite -0.3845 z (breadth 0% above 1y median) [delayed].

MetricLatestAs of
Regime band252d percentile 18%Very Low2026-08-26
VIX levelz-score -0.76 (252d)15.652026-08-26
Vol-of-everything compositedelayedbreadth 0% above 1y median-0.3845 z2026-08-26

Term Structure

VIX / VIX3M 0.8484 (contango, streak 1d); Short-end stress 8.41 (VIX1D vs VIX 15.45; no short-end stress); Short-vol carry 0.1786 (positive short-vol carry).

MetricLatestAs of
VIX / VIX3Mcontango, streak 1d0.84842026-08-25
Short-end stressVIX1D vs VIX 15.45; no short-end stress8.412026-08-25
Short-vol carrypositive short-vol carry0.17862026-08-25

Vol-of-Vol & Tail

VVIX / VIX 5.545 (VVIX 85.7); SKEW 143.3 (Cboe SKEW index (tail-hedging demand)); VRP 2.513 (VIX minus 21d realized vol (vol points)).

MetricLatestAs of
VVIX / VIXVVIX 85.75.5452026-08-25
SKEWCboe SKEW index (tail-hedging demand)143.32026-08-25
VRPVIX minus 21d realized vol (vol points)2.5132026-08-25

Cross-Asset

HY OAS 2.63 pp (HYG/LQD 0.748) [delayed]; MOVE 71.92 (OVX 46.2, GVZ 27.7); Risk-on/off score 1.137 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 0.7482.63 pp2026-06-17
MOVEOVX 46.2, GVZ 27.771.922026-08-25
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-off1.137 z2026-08-26

Cross-Country

VIX − VSTOXX (US–Europe fear gap) 3.04 (Nikkei-VI/VIX 1.94; India-VIX/VIX 0.68; RVX/VIX 1.24) [proxy].

MetricLatestAs of
VIX − VSTOXX (US–Europe fear gap)proxyNikkei-VI/VIX 1.94; India-VIX/VIX 0.68; RVX/VIX 1.243.042026-08-25

Positioning

VIX futures COT (net non-commercial z) -0.9467 z (percentile 18%; VXX 18.67; VIX put/call 0.37; Fear & Greed 59); Days since last spike 104 days (VIX 15.65 vs 50d MA 16.63 / 200d MA 18.43; 21d realized vol 12.9 vs VIX 15.7).

MetricLatestAs of
VIX futures COT (net non-commercial z)percentile 18%; VXX 18.67; VIX put/call 0.37; Fear & Greed 59-0.9467 z2026-08-18
Days since last spikeVIX 15.65 vs 50d MA 16.63 / 200d MA 18.43; 21d realized vol 12.9 vs VIX 15.7104 days2026-08-26

Volatility Regime Score

Composite
39.8
Settled · 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 state2.512377(inverted)
VVIX / VIXthe price of convexity — rising means hedging the hedge5.544545
Risk-on / risk-offcross-asset appetite — positive is risk-on1.147426(inverted)
Cross-asset vol breadthhow broadly volatility is elevated across asset classes-0.381111
What to watch

Core PCE, durable goods orders and the GDP second estimate print at 08:30. A VIX exit from the 15-20 band or an S&P 500 move outside the 37-point implied range would alter the Very Low picture.

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