Heatmap Update
I spent the weekend at the Hertfordshire County swimming championships, watching my daughter race — and it was the perfect contrast…
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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 - January 2026
Top 4…
Heatmap Update
It’s been properly cold in the UK lately — the kind of weather that keeps you at home, kettle on,…
Sentiment Ideas: Kiwi Dollar
The Kiwi has had a wild 2025. Lots of volatility, and yet it still ends up as one of the…
Heatmap Update
Happy New Year and welcome to the first full Heatmap Update of the 2026.
From a markets perspective, the Christmas…
Heatmap Update
This is the final full Heatmap update of the year. From here, I’ll continue to publish updated Heatmaps, but…
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…
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