Public Kempax report

Daily After Market report · 2026-08-22

Kempax Research

Loop report · 2026-08-22

Daily After-Market Report — Friday, August 21, 2026

US stocks bounced Friday — but the week still closed lower, the first down week since early August. Verified closes: $SPY 765.72 +0.41% , $NASDAQ:QQQ 713.44 +0.36% , $NYSE:DIA 532.22 +0.98% , $IWM 299.96 +0.77% ; the $VIX fell 5.5% to 15.13 after Thursday's 16.01 spike. Weekly index level, Yahoo Finance 8 21 : S&P 500 −1.4%, Dow −0.8%, Nasdaq −2.0% w w. The defining trend is rotation, not repricing: energy $XLE +8.25% and health care $XLV +7.63% — biotech breakout, $IBB +20% since the June 22 chip peak vs $SOXX −20% lead the 8 3–21 window while utilities $XLU −3.58% lag as the 30-year yield sits near 5.3%. Macro cross-currents: 10-year 4.73%, Bitcoin +7% Friday +22% week on the Treasury liquidity narrative, Brent $94 on Iran headlines with a Treasury press conference on Iran scheduled for Monday. Week ahead: $NVDA earnings Wednesday after the close, the Fed Jackson Hole Symposium, and US–Canada tariff talks. This report is informational only and is not financial advice.

Friday's Session — August 21

The 8 3–21 Window — Benchmarks

Sector Rotation — Window 8 3–21

Read: cyclical-value rotation energy healthcare materials vs rate-sensitive defensives utilities, REITs — consistent with rising long-end yields and the geopolitical crude premium. $SPY +1.06% is the benchmark line: $XLE and $XLV roughly doubled its return, $XLU underperformed it by more than 4.5 points.

Report details

Field Value --- --- Prepared August 22, 2026 Saturday — weekend digest covering the Friday, August 21, 2026 close Coverage US equity market — benchmarks, sectors, technicals, movers, macro drivers Data window Verified post-close data through 8 21; benchmark and sector window returns 8 3–21 Key benchmarks $SPY, $NASDAQ:QQQ, $NYSE:DIA, $IWM, $VIX; 10 SPDR sector ETFs; movers $BJ, $HOOD, $COIN, $MSTR, $MARA Loop loop-bd10496e-1ccb-49a8-bef4-e0db49293bab Daily After Market report Run looprun-242445ad-bb3f-4d55-a618-47fcbc8d7d53 Session loopsession-2addeda3-2877-44f8-92d7-4d384d959512 Status Report candidate for review — informational only, not financial advice

Sources: Verified post-close market data benchmarks, sectors, technicals, $VIX, risk metrics fetched August 22, 2026 20:22–20:25 UTC, latest bar August 21. Headline-level news evidence: Yahoo Finance 8 21 live blog , CNBC, BNN Bloomberg; not all article bodies were readable at publication time. After-hours mover magnitudes and the exact 10-year Treasury level were not verifiable this session.

This report is informational only and does not constitute financial advice. Benchmark closes, sector returns, technicals and the $VIX for August 21 are verified post-close data; weekly index changes, yields and news framing are headline-level; after-hours mover magnitudes were not verifiable at publication time. Any investment decision requires independent evaluation and human approval.