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Sentiment Heatmap
26 August 2025
Sentiment Overview
* It’s getting bullish out there.
* Our Risk-On/Risk-Off Heatmap sits at the…
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Sentiment Heatmap
19 August 2025
This week’s update comes to you from the side of a pool in Crete—sun, sea,…
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Heatmap Update
12 August 2025
This week’s Heatmaps include new historical buy/sell thresholds for several equity sectors. We’ve also…
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Buy-Side Sentiment Tracker - August 2025
The latest views from 41 top asset managers, offering insights into consensus positioning across 70 assets, with over 1100 individual…
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Sentiment Ideas
7 August 2025
Bottom lines
* Buy-the-Dip lives on. With sentiment neutral, path of least resistance remains higher
* Dark…
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Heatmap Update
4 August 2025
Sentiment Overview
* Friday’s sell-off triggered a bearish shift in sentiment—but as always, high-frequency…
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Sentiment Ideas
31 July 2025
Bottom lines
* New Survey: Global institutions are bullish equities and private credit, bearish real estate
* Hedge fund…
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Sentiment Heatmap Update
What Stood Out This Week
Sentiment Overview
* The Risk-On/Risk-Off Heatmap remains neutral, hovering near the 50th percentile—…
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Sentiment Ideas
24 July 2025
Bottom lines
* Dollar sentiment remains deeply bearish, but there are some signs of bottom-fishing.
* Japan: Bullish…
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Sentiment Heatmaps
21 July 2025
Here’s your latest Sentiment Heatmap update—with a few upgrades to the Heatmaps this week, especially…
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Sentiment Heatmaps
15 July 2025
Here’s your latest Sentiment Heatmap update. We usually publish these on Mondays—unless it’s a…
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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…