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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The mood of the market, mapped and decoded
Heatmap Update
4 August 2025
Sentiment Overview
* Friday’s sell-off triggered a bearish shift in sentiment—but as always, high-frequency…
Sentiment Ideas
31 July 2025
Bottom lines
* New Survey: Global institutions are bullish equities and private credit, bearish real estate
* Hedge fund…
Sentiment Heatmap Update
What Stood Out This Week
Sentiment Overview
* The Risk-On/Risk-Off Heatmap remains neutral, hovering near the 50th percentile—…
Sentiment Ideas
24 July 2025
Bottom lines
* Dollar sentiment remains deeply bearish, but there are some signs of bottom-fishing.
* Japan: Bullish…
Sentiment Heatmaps
21 July 2025
Here’s your latest Sentiment Heatmap update—with a few upgrades to the Heatmaps this week, especially…
Sentiment Heatmaps
15 July 2025
Here’s your latest Sentiment Heatmap update. We usually publish these on Mondays—unless it’s a…
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’…
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…
New: Fixed Income Heatmap
New Tool: Fixed Income Heatmap
Your fastest way to gauge fixed income sentiment.
The Challenge:
Most sentiment tools focus on…
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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