Sentiment Ideas: Commodities & Gold
Commodities have had a great run. At least some commodities have. It’s a bifurcated story.
Gold (and silver) and…
Sign up to Sentiment Matters!
The mood of the market, mapped and decoded
Heatmap Update
Another weekend spent poolside at the County Swimming Championships — cheering, watching tight races decided by hundredths, and being reminded how…
Sentiment Ideas: Tech Vulnerabilities
Long Tech has been the trade of the past few years. It’s almost difficult to imagine a world where…
Heatmap Update
I spent the weekend at the Hertfordshire County swimming championships, watching my daughter race — and it was the perfect contrast…
Buy Side Sentiment Tracker
Views from 44 top asset managers across 70 assets, based on 1,200+ individual views - January 2026
Top 4…
Heatmap Update
It’s been properly cold in the UK lately — the kind of weather that keeps you at home, kettle on,…
Sentiment Ideas: Kiwi Dollar
The Kiwi has had a wild 2025. Lots of volatility, and yet it still ends up as one of the…
Heatmap Update
Happy New Year and welcome to the first full Heatmap Update of the 2026.
From a markets perspective, the Christmas…
Heatmap Update
This is the final full Heatmap update of the year. From here, I’ll continue to publish updated Heatmaps, but…
Buy Side Sentiment Tracker
Views from 44 top asset managers across 70 assets, based on 1,200+ individual views
Chart Pack with all 100…
Sentiment Ideas
Christmas markets are open, Outlook Season is in full swing and investors are busy implementing their 2026 views before liquidity…
Heatmap Update
The Christmas lights are switching on, the markets smell of mulled wine, and we’ve added a few gifts of…
Explore topics
View all