DXY 100.53 index OVX 58 index EMBI 35 bps BRENT $92/bbl BTC-ETF -733 $m/day
9 critical · 15 alert · 33 tracked
VEGAREADY
Data through 2026-06-02 Next refresh 3× daily · 06:00 / 14:00 / 22:00 GST Live as of checking…
Markets

Every market, one lens.

Equities, rates, credit, the dollar, commodities, volatility and crypto — read as a single regime, wired to the live signal registry, with the catalysts moving them named.

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Cross-Asset Regime— from the registry
9signals critical15alert
Dollar
BID
Credit
WIDER
Vol
ELEVATED
Equities
RISK-OFF
Crypto
OUTFLOW
Rates
PENDING
At the edge

What's screaming right now.

All signals →
The board

Where the pressure sits.

live registry · click a tile to expand · open the desk for the full read
Equities alert
Factor unwind-1 % wk
Index dispersion55 % >50-DMA
GCC asymmetry21 ppts
Factor unwindnow -1 % wk · watch -0.5 · alert -1 · crit -1.5
Index dispersionnow 55 % >50-DMA · watch 60 · alert 55 · crit 45
GCC asymmetrynow 21 ppts · watch 10 · alert 20 · crit 30
Open the Equities desk →
Rates & Liquidity feed pending
US 10yfeed pending
2s10sfeed pending
Real yieldsfeed pending
Live rates wire in with the D1 data layer.
Open the Rates desk →
Credit & Funding critical
EM sovereign · EMBI35 bps
Flight-to-quality70.7 $bn/wk
Gulf UST recycling-16.6 $bn/mo
EM sovereign · EMBInow 35 bps · watch 25 · alert 50 · crit 100
Flight-to-qualitynow 70.7 $bn/wk · watch 30 · alert 50 · crit 70
Gulf UST recyclingnow -16.6 $bn/mo · watch -10 · alert -16 · crit -25
Open the Credit desk →
Dollar & FX alert
DXY100.53 index
USD/JPY159 USD/JPY
Gold-ETF flow-12.7 $bn/mo
DXYnow 100.53 index · watch 100 · alert 101 · crit 102
USD/JPYnow 159 USD/JPY · watch 155 · alert 160 · crit 165
Gold-ETF flownow -12.7 $bn/mo · watch -5 · alert -10 · crit -15
Open the Dollar desk →
Commodities & Energy watch
Brent$92/bbl
JKM / TTF$18 / $16.5
Hormuz transit14.6 mb/d
Hormuz transitnow 14.6 mb/d · watch 18 · alert 12 · crit 6
Urea850 $/t
Open the Commodities desk →
Shipping & Insurance critical
VLCC freight423000 $/day
War-risk premium1 % hull value
P&I cover2 clubs
VLCC freightnow 423000 $/day · watch 100000 · alert 250000 · crit 400000
War-risk premiumnow 1 % hull value · watch 0.5 · alert 2 · crit 5
P&I covernow 2 clubs · watch 1 · alert 3 · crit 5
Open the Shipping desk →
Volatility alert
OVX · crude vol58 index
VXEEM · EM vol35.3 index
Stock–bond corr0.3 corr
OVX · crude volnow 58 index · watch 40 · alert 60 · crit 100
VXEEM · EM volnow 35.3 index · watch 25 · alert 35 · crit 45
Stock–bond corrnow 0.3 corr · watch 0 · alert 0.2 · crit 0.5
Open the Volatility desk →
Crypto critical
BTC-ETF flow-733 $m/day
Deribit skew-5 % 25Δ
Perp funding · OI49 $bn OI
BTC-ETF flownow -733 $m/day · watch -300 · alert -500 · crit -700
Deribit skewnow -5 % 25Δ · watch -3 · alert -5 · crit -7
Perp funding · OInow 49 $bn OI · watch 55 · alert 50 · crit 45
Open the Crypto desk →
The desks

The cross-asset market desks.

Iran–Gulf catalyst · sector impacts

Conflict sector dossiers.

How the Iran–Gulf conflict travels through specific sectors — catalyst analyses, not standalone market desks. These relocate under the Iran–Gulf dossier at the next URL cutover.

What's driving it

The catalysts behind the moves.

The tape

Repricing, ruled and reconciled.

LIVE · 3× daily
Feb 28 DXB T3 / Jebel Ali / AWS fire — Dubai Airport, Jebel Ali Port Oil+6.7% close, +12.5% intra
Brent Crude · $72.87 → $77.74 cl / $82 intra. First trading session post-strike; markets absorbed shock on Sunday open · Reuters, CNN
Mar 1 ADNOC Ruwais FM — ADNOC Ruwais 922k bbl/d Oil+14% (72h)
Brent Crude · $72.87 → $82/bbl by Mar 5. Largest UAE refinery; Force Majeure declared; ICE gasoil +20% · Reuters, NPR, Wikipedia
Mar 2 Ras Tanura shutdown — Aramco Ras Tanura 550k bbl/d Oil+13% intraday
Brent Crude · $77.74 → $82.37 (52wk high). Saudi flagship terminal; LPG exports halted immediately. Restarted Mar 18 (OilPrice.com confirmed). · Business Today India, Reuters
Mar 2-4 QatarEnergy FM (all gas) — Ras Laffan + Mesaieed GasJKM +110-150%; TTF +67%
JKM / TTF / Brent · JKM $10-12; TTF $11.1 → JKM $25.39; TTF $18.5. Single most significant gas market event in modern history; 20% of global LNG offline · Reuters, Global LNG Hub, S&P Global
Mar 9 BAPCO Sitra FM — BAPCO Sitra 405k bbl/d (Argus post-upgrade) Oil+29% intraday peak
Brent Crude · $92.69 → $119.50 pk / $98.96 cl. Highest Brent since Jul 2022; 32 civilians injured; $7.3B upgraded facility · Reuters, NYT, CNN, Argus
Mar 10 Ruwais 2nd strike — ADNOC Ruwais (repeat) Oil+5% from prior close
Brent Crude · $98.96 → ~$104. 25.7% drone penetration rate; DXB suspended · Energy News, Reuters
Mar 11 Salalah Port fire — Port of Salalah (Oman) Oil+12.5% 24h
Brent Crude · $87.80 → $98.76 (Mar 12 9am). Key non-Hormuz alternative removed; port ops fully suspended · Reuters, Bloomberg, Argus
Mar 12 Muharraq fuel depot — Muharraq Airport fuel (Bahrain) Oil+14% 48h
Brent Crude · $87.80 → >$100 (2 consecutive days). Gulf Air fleet relocated to Saudi; 3 ships struck same day; Iran threatened $200 oil · Gulf News, Al Jazeera, CNBC
Mar 14 Fujairah bunkering halt — Fujairah Oil Zone (UAE) OilVLSFO doubled; Brent +40% from onset
Brent / VLSFO · >$100 → $105.19 (Mar 15). 15% of global ship refueling affected; VLSFO $508→$1,104/mt (+112%) · CNBC, Reuters, TankTerminals
Mar 20 Iraq force majeure declaration — All foreign-operated oilfields Oil-64%
Crude oil · 25,000 bpd → 9,000 bpd. Basra Oil Company cut from 3.3M to 900k bpd · Reuters
Mar 20 Kuwait refinery attacks — Mina Al-Ahmadi, Mina Abdullah Oil-100%
Refined products · operational → shutdown. Drone strikes caused fires, precautionary shutdowns · KPC
Mar 26 Strait of Hormuz closure impacting global energy supply — Strait of Hormuz GasEstimated 20% drop in global energy supply
Oil, LNG · → . Ongoing blockade, handles 20% of global oil/LNG transit · balkanweb.com, thejakartapost.com, bnnbloomberg.ca
Mar 26 IEA authorized release of emergency oil reserves — Global strategic reserves Oil400 million barrels authorized for release
Oil · → . Largest release in history, to mitigate blockade impact · bnnbloomberg.ca, balkanweb.com
Mar 26 Iran reviewing U.S.-led ceasefire proposal Other
· → . Senior Iranian official confirmed review of 15-point proposal · Reuters (via balkanweb.com)
Mar 27 US warns Iran if ceasefire proposal not accepted Other
· → . White House Press Secretary stated Trump is prepared to 'hit Iran harder' · economictimes.com, balkanweb.com
Mar 26 Inflationary aftershock impacts Fed rate cut outlook Other
· → . Markets price out Federal Reserve rate cuts for remainder of 2026 · Bloomberg, CNBC (via balkanweb.com)
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About JCJ

VegaReady is the public regime filter of JCJ Investing — an algorithmic, event-driven trading fund. The intelligence is open; the engine is ours.

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