Heatmaps

Investor sentiment continues to grind more bullish, but remains far from stretched. While the S&P 500 is near…

Investor sentiment has shifted more bullish alongside rising equity markets, but remains far from stretched. While the S&P…

The overall sentiment picture is one of moderate bullishness. The signs of extreme bullishness from early August have faded, but…

Investor sentiment has continued to cool as risky assets have drifted slightly lower. This is a typical pattern. A rally…

Back from Japan and back to a full Heatmap Update this week. It’s a fantastic place — great food, culture…

The latest rally has pushed investor sentiment to its most bullish levels since the start of the year. For both…

If you only looked at the S&P 500, you might think it had been a relatively quiet few…

Geopolitics is back in the headlines — and back in the driver’s seat for markets. The latest flare-up in…

At the headline level, risky assets have been moving sideways since May. Underneath the surface, however, market leadership has changed…