Sentiment Ideas
24 July 2025
Bottom lines
* Dollar sentiment remains deeply bearish, but there are some signs of bottom-fishing.
* Japan: Bullish yen,…
Sign up to Sentiment Matters!
The mood of the market, mapped and decoded
Sentiment Heatmaps
21 July 2025
Here’s your latest Sentiment Heatmap update—with a few upgrades to the Heatmaps this week, especially…
Sentiment Heatmaps
15 July 2025
Here’s your latest Sentiment Heatmap update. We usually publish these on Mondays—unless it’s a…
Buy Side Sentiment Tracker - July 2025
Now even bigger and better: more asset manager views, more charts, more analysis! All charts in the attached presentation.
The…
•
1 min read
•
Launching Sentiment Matters
Investor Sentiment & Positioning Analysis – Made Actionable
After 20+ years in financial markets, I’ve launched something I wish I’…
New: FX Sentiment Chart Pack
New Tool: FX Sentiment Chart Pack
Tracking FX sentiment just got easier.
Like our Risk-On/Risk-Off and Fixed Income packs,…
New: Fixed Income Heatmap
New Tool: Fixed Income Heatmap
Your fastest way to gauge fixed income sentiment.
The Challenge:
Most sentiment tools focus on…
Fixed Income Sentiment Chart Pack
New Tool: Fixed Income Sentiment Chart Pack
Sentiment matters—but tracking it across countless indicators can be overwhelming.
The Fixed…
Buy-Side Sentiment Tracker: Reluctant Rally
June 2025
The latest views from 38 top asset managers offers insights into consensus positioning across 70 assets, with over…
It’s Never Too Late to Try Something New
That’s a great motto for food, travel, and experiences in general—but also for your career.
After more than…
Chart Pack - May 2025
New Tool: Sentiment Chart Pack
Sentiment matters—but tracking it across countless indicators can be overwhelming.
The Sentiment Chart Pack…
Everyone Loves the Yen
(and Hates the Dollar)
Super bullish yen views and bearish US dollar views are the standouts in both my Buy-Side…
Explore topics
View all