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The rollercoaster continues. Whatever slight bearishness appeared in the sentiment data last week has largely evaporated following the rally in…

What an end to the week. Stronger jobs report. Rates up. Equities down. Tech down a lot. And, to finish…

Bullishness is broadening out, but overall investor sentiment remains well below pre-war levels — and even below mid-April levels.…

News around the Strait of Hormuz is still driving some of the day-to-day market volatility. But beneath the…

Equities ended the week on a weaker note, but investor sentiment had already been fading throughout the week. If you…

Last week’s pattern continued: equities made new all-time highs, but sentiment moved sideways. Across our range of indicators,…

The S&P 500 may be back at all-time highs, but broad investor sentiment remains only slightly bullish.…

After a rollercoaster March and April, it feels a bit calmer in markets. Some welcome respite. There is still a…

Geopolitics is still driving most of the day-to-day gyrations — but investors look like they’re on the verge…

Coming back home from the snowy mountains of Åre shows how much can change in just a week: spring has…

As we enter week five of the war with Iran, geopolitics is still driving the headlines — and markets. Our approach…