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Heatmap Update
This is the final full Heatmap update of the year. From here, I’ll continue to publish updated Heatmaps, but…
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Buy Side Sentiment Tracker
Views from 44 top asset managers across 70 assets, based on 1,200+ individual views
Chart Pack with all 100…
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Sentiment Ideas
Christmas markets are open, Outlook Season is in full swing and investors are busy implementing their 2026 views before liquidity…
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Heatmap Update
The Christmas lights are switching on, the markets smell of mulled wine, and we’ve added a few gifts of…
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Heatmap Update
I’ve added a new group of indicators to the Heatmaps this week: ETF issuance based sentiment measures. By looking…
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Sentiment Ideas
As the US gears up for Thanksgiving — and I attempt to bake a pumpkin pie — it feels like the perfect…
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Heatmap Update
Top 3 This Week
1. Sentiment has cooled to neutral — not bearish
2. Tech sentiment remains bullish despite all the…
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Sentiment Ideas
Two sentiment stories this week. First: the Market fell and the VIX jumped, but not to levels that historically mark…
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tiers
Heatmap Update
11 November 2025
We’ve added the UBS & CFA Society Switzerland monthly analyst survey, covering expectations across equities, fixed…
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Buy Side Sentiment Tracker - American Comeback
The latest views from 42 top asset managers, offering insights into consensus positioning across 70 assets, with over 1200 individual…
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Sentiment Ideas
6 November 2025
Overall sentiment has now returned to early-October levels. Our Sentiment Matters Aggregate (SMA) has risen to 62,…