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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…
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Launching Sentiment Matters
Investor Sentiment & Positioning Analysis – Made Actionable
After 20+ years in financial markets, I’ve launched something I wish I’…
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New: FX Sentiment Chart Pack
New Tool: FX Sentiment Chart Pack
Tracking FX sentiment just got easier.
Like our Risk-On/Risk-Off and Fixed Income packs,…
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New: Fixed Income Heatmap
New Tool: Fixed Income Heatmap
Your fastest way to gauge fixed income sentiment.
The Challenge:
Most sentiment tools focus on…
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Fixed Income Sentiment Chart Pack
New Tool: Fixed Income Sentiment Chart Pack
Sentiment matters—but tracking it across countless indicators can be overwhelming.
The Fixed…
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Buy-Side Sentiment Tracker: Reluctant Rally
June 2025
The latest views from 38 top asset managers offers insights into consensus positioning across 70 assets, with over…
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It’s Never Too Late to Try Something New
That’s a great motto for food, travel, and experiences in general—but also for your career.
After more than…
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Chart Pack - May 2025
New Tool: Sentiment Chart Pack
Sentiment matters—but tracking it across countless indicators can be overwhelming.
The Sentiment Chart Pack…
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Everyone Loves the Yen
(and Hates the Dollar)
Super bullish yen views and bearish US dollar views are the standouts in both my Buy-Side…
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Buy-Side Sentiment Tracker: Coming Full Circle
May 2025
The latest views from 38 top asset managers offers insights into consensus positioning across 70 assets, with 1000…