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The mood of the market, mapped and decoded
Consumers surprisingly un-bearish
Two retail sentiment indicators just refreshed for the first time since the war began. The surprise: retail didn’t get…
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…
Heatmap Update
As we enter week five of the war with Iran, geopolitics is still driving the headlines — and markets. Our approach…
New Feature: Live Charts
A quick note before the weekend to flag a new feature on the Sentiment Matters website: Live Charts.
With markets…
Prepare, Don't Predict
I don’t know about you, but I can’t forecast geopolitics. That’s exactly why I fall back on…
Heatmap Update
As we enter week four of the war with Iran, geopolitics is still driving the headlines — and markets. The more…
Sentiment Ideas: US Dollar
The biggest sentiment reversal over the past year has been in FX — and specifically in the US Dollar.
The dollar…
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…
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
March 2026 - Views from 47 top asset managers across 73 assets, based on 1,300+ individual views
Main takeaway…
Surveys look more bearish than they are
The risk-off mood is reflected in the latest round of investor surveys. But there’s no buy signal from any…
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