Sentiment Indicator – Investor Equity Positions
Sentiment Indicator – Investor Equity Positions Investors’ equity positions are far from extreme. Image: Goldman Sachs Global Investment Research
Sentiment Indicator – Investor Equity Positions Investors’ equity positions are far from extreme. Image: Goldman Sachs Global Investment Research
Chinese Equities Sentiment Chinese equities sentiment is very negative, which is contrarian bullish. Image: Goldman Sachs Global Investment Research
U.S. Equities – Sentiment vs. Positioning Positioning remains on the bullish side. Is negative sentiment a contrarian bullish sign? Image: Topdown Charts
12-Month S&P 500 Returns Following Peaks and Troughs of Consumer Sentiment Historically, troughs in consumer sentiment tends to precede big stock market returns. Image: J.P. Morgan Asset Management
Asset Class Sentiment – Real Estate Real estate asset sentiment is bad, which is contrarian bullish. Image: Topdown Charts
Investor Sentiment – Fear & Frenzy Index Investor sentiment is back in fear territory. Image: True Insights
Sentiment – AAII Bull Readings vs. Cumulative 8wk Equity Flows Investor sentiment has fallen to the lowest level since August 2020, which is contrarian bullish. Image: BofA Global Investment Strategy
S&P 500 Average Negative Sentiment Score YoY vs. Quarterly EPS YoY (Leading Indicator) Could slowing earnings growth lead to lower equity returns? Image: BofA Global Research
Treasury Investor Sentiment Investor sentiment on Treasuries continues fall. Image: The Daily Shot
U.S. Dollar – Sentiment and Positioning Investors sentiment is bullish on the U.S. dollar. Image: Topdown Charts