Snippets • 2 min read Ceasefire: Now what from a Sentiment perspective In light of the ceasefire news overnight, here are a few quick thoughts from a sentiment perspective. I still do…
Snippets • 1 min read Consumers surprisingly un-bearish Two retail sentiment indicators just refreshed for the first time since the war began. The surprise: retail didn’t get…
Snippets • 1 min read Energy Sector - Too hot to handle? Everyone “loves” Energy — obviously — but here’s some context from our sentiment data. The average Energy sentiment indicator is at…
Heatmaps • 9 min read Heatmap Update As we enter week five of the war with Iran, geopolitics is still driving the headlines — and markets. Our approach…
Snippets • 1 min read • New Feature: Live Charts A quick note before the weekend to flag a new feature on the Sentiment Matters website: Live Charts. With markets…
Sentiment Ideas • 6 min read Prepare, Don't Predict I don’t know about you, but I can’t forecast geopolitics. That’s exactly why I fall back on…
Heatmaps • 9 min read Heatmap Update As we enter week four of the war with Iran, geopolitics is still driving the headlines — and markets. The more…
Sentiment Ideas • 7 min read Sentiment Ideas: US Dollar The biggest sentiment reversal over the past year has been in FX — and specifically in the US Dollar. The dollar…
Indicator Intelligence • 2 min read New Indicator for Oil says 'sell' I love finding a genuinely new sentiment series to add to the Sentiment Matters toolbox. So I was very happy…
Heatmaps • 9 min read Heatmap Update As we enter week three of the war with Iran, geopolitics is still driving headlines — and markets. From a “geopolitical…
Buy-Side Sentiment Tracker • 7 min read Buy Side Sentiment Tracker March 2026 - Views from 47 top asset managers across 73 assets, based on 1,300+ individual views Main takeaway…