I have updated the Chart Packs and Sentiment Dashboard in the Toolbox section of the Sentiment Matters website.
The latest update includes refreshed charts across equities, fixed income, FX, crypto and the broader Risk-On/Risk-Off framework.
A few charts that stood out in this update:
Japan – net purchases by foreign investors
Japan has been one of the best-performing equity markets over the past year and currently has the most bullish sentiment across equity regions.
The Sentiment Matters Aggregate is at the 69th percentile, but one of the standout drivers of both returns and bullish sentiment has been foreign buying.
Net purchases of Japanese equities by foreign investors have surged to new all-time highs. Other investor groups have not been as bullish, leaving room for others to potentially follow.
