Sentiment at 5 year high
Sentiment is now the most bullish in five years — which means the bar for “good news” to keep pushing markets…
Sign up to Sentiment Matters!
The mood of the market, mapped and decoded
Heatmap Update
It’s been a turbulent few days in a few pockets of markets. But just as the precious-metals rally stayed…
Sentiment Ideas: Commodities & Gold
Commodities have had a great run. At least some commodities have. It’s a bifurcated story.
Gold (and silver) and…
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…
Explore topics
View all