Sentiment Ideas
As the US gears up for Thanksgiving — and I attempt to bake a pumpkin pie — it feels like the perfect…
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The mood of the market, mapped and decoded
Heatmap Update
Top 3 This Week
1. Sentiment has cooled to neutral — not bearish
2. Tech sentiment remains bullish despite all the…
Sentiment Ideas
Two sentiment stories this week. First: the Market fell and the VIX jumped, but not to levels that historically mark…
Heatmap Update
11 November 2025
We’ve added the UBS & CFA Society Switzerland monthly analyst survey, covering expectations across equities, fixed…
Buy Side Sentiment Tracker - American Comeback
The latest views from 42 top asset managers, offering insights into consensus positioning across 70 assets, with over 1200 individual…
Sentiment Ideas
6 November 2025
Overall sentiment has now returned to early-October levels. Our Sentiment Matters Aggregate (SMA) has risen to 62,…
Heatmap Update
3 November 2025
Top 3 This Week
1. Sentiment has returned to the bullish levels of early October. We keep…
New Tool: Sentiment Dashboard
Today we’re introducing the latest addition to our sentiment analysis toolkit — the Sentiment Dashboard.
The Dashboard offers the fastest…
Heatmap Update
28 October 2025
This week’s update comes to you from a Center Parcs in the Netherlands, the land of…
Tech Sentiment at an Eight-Year High
Sentiment Ideas - 23 October 2025
Bottom lines
* Equities are back to the highs, but Sentiment isn’t.
* Tech is…
Heatmap Update
20 October 2025
A few updates this week: we’ve added quality scores and historical buy/sell thresholds for the…
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