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