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Heatmap Update
As we enter week three of the war with Iran, geopolitics is still driving headlines — and markets. From a “geopolitical…
Heatmaps
39 posts
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Heatmap Update
After a week of geopolitics dominating the tape — and everyone suddenly becoming an expert on the Strait of Hormuz — it’…
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Heatmap Update
Geopolitics is back — if it ever really went away. It’s difficult (borderline impossible) to have an edge in predicting…
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Heatmap Update
News flow has been anything but quiet — but US equities have mostly been going sideways. And sideways markets have a…
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Heatmap Update
It’s always striking how quickly a few weaker sessions in risk can take the froth off the market’s…
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Heatmap Update
Another rollercoaster week in markets — but by the end of it, equities were back at (or close to) all-time highs.…
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Heatmap Update
It’s been a turbulent few days in a few pockets of markets. But just as the precious-metals rally stayed…
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Heatmap Update
Another weekend spent poolside at the County Swimming Championships — cheering, watching tight races decided by hundredths, and being reminded how…
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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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Heatmap Update
It’s been properly cold in the UK lately — the kind of weather that keeps you at home, kettle on,…
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Heatmap Update
Happy New Year and welcome to the first full Heatmap Update of the 2026.
From a markets perspective, the Christmas…
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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…