Daily edition · 10 July 2026

The market at a glance

The brief for 10 July 2026. Read today’s brief

Market sentiment

History shown

55% bullish — 55% of the articles that took a side on S&P 500 and Nasdaq 100 argued equities higher this week.

Of articles taking a side · Past 7 days

S&P 500 · Nasdaq 100

From 61% on 4 Jul to 55% on 10 Jul; low 47% on 8 Jul, high 61% on 4 Jul.

Equities narrative sentiment, the 7 days to 10 Jul 2026: the share of articles taking a side that were bullish, each day a 7-day reading. Days without a reading are not listed.
Date	Bullish share (%)
2026-07-04	61
2026-07-05	61
2026-07-06	61
2026-07-07	61
2026-07-08	47
2026-07-09	47
2026-07-10	55

From 32% on 22 Jun to 55% on 10 Jul; low 11% on 24 Jun, high 63% on 1 Jul. 11 days have no reading and are left as a gap.

Equities narrative sentiment, the 30 days to 10 Jul 2026: the share of articles taking a side that were bullish, each day a 7-day reading. Days without a reading are not listed.
Date	Bullish share (%)
2026-06-22	32
2026-06-23	20
2026-06-24	11
2026-06-25	27
2026-06-26	36
2026-06-27	32
2026-06-28	35
2026-06-29	34
2026-06-30	46
2026-07-01	63
2026-07-02	57
2026-07-03	53
2026-07-04	61
2026-07-05	61
2026-07-06	61
2026-07-07	61
2026-07-08	47
2026-07-09	47
2026-07-10	55

From 32% on 22 Jun to 55% on 10 Jul; low 11% on 24 Jun, high 63% on 1 Jul. 71 days have no reading and are left as a gap.

Equities narrative sentiment, the 90 days to 10 Jul 2026: the share of articles taking a side that were bullish, each day a 7-day reading. Days without a reading are not listed.
Date	Bullish share (%)
2026-06-22	32
2026-06-23	20
2026-06-24	11
2026-06-25	27
2026-06-26	36
2026-06-27	32
2026-06-28	35
2026-06-29	34
2026-06-30	46
2026-07-01	63
2026-07-02	57
2026-07-03	53
2026-07-04	61
2026-07-05	61
2026-07-06	61
2026-07-07	61
2026-07-08	47
2026-07-09	47
2026-07-10	55

From 44% on 4 Jul to 68% on 10 Jul; low 44% on 4 Jul, high 72% on 9 Jul.

Crypto narrative sentiment, the 7 days to 10 Jul 2026: the share of articles taking a side that were bullish, each day a 7-day reading. Days without a reading are not listed.
Date	Bullish share (%)
2026-07-04	44
2026-07-05	52
2026-07-06	57
2026-07-07	62
2026-07-08	68
2026-07-09	72
2026-07-10	68

From 70% on 21 Jun to 68% on 10 Jul; low 22% on 1 Jul, high 72% on 9 Jul. 10 days have no reading and are left as a gap.

Crypto narrative sentiment, the 30 days to 10 Jul 2026: the share of articles taking a side that were bullish, each day a 7-day reading. Days without a reading are not listed.
Date	Bullish share (%)
2026-06-21	70
2026-06-22	59
2026-06-23	64
2026-06-24	53
2026-06-25	44
2026-06-26	38
2026-06-27	36
2026-06-28	31
2026-06-29	29
2026-06-30	24
2026-07-01	22
2026-07-02	27
2026-07-03	36
2026-07-04	44
2026-07-05	52
2026-07-06	57
2026-07-07	62
2026-07-08	68
2026-07-09	72
2026-07-10	68

From 70% on 21 Jun to 68% on 10 Jul; low 22% on 1 Jul, high 72% on 9 Jul. 70 days have no reading and are left as a gap.

Crypto narrative sentiment, the 90 days to 10 Jul 2026: the share of articles taking a side that were bullish, each day a 7-day reading. Days without a reading are not listed.
Date	Bullish share (%)
2026-06-21	70
2026-06-22	59
2026-06-23	64
2026-06-24	53
2026-06-25	44
2026-06-26	38
2026-06-27	36
2026-06-28	31
2026-06-29	29
2026-06-30	24
2026-07-01	22
2026-07-02	27
2026-07-03	36
2026-07-04	44
2026-07-05	52
2026-07-06	57
2026-07-07	62
2026-07-08	68
2026-07-09	72
2026-07-10	68

From 39% on 4 Jul to 51% on 10 Jul; low 39% on 4 Jul, high 61% on 9 Jul.

Bonds narrative sentiment, the 7 days to 10 Jul 2026: the share of articles taking a side that were bullish, each day a 7-day reading. Days without a reading are not listed.
Date	Bullish share (%)
2026-07-04	39
2026-07-05	40
2026-07-06	41
2026-07-07	46
2026-07-08	53
2026-07-09	61
2026-07-10	51

From 5% on 22 Jun to 51% on 10 Jul; low 3% on 23 Jun, high 61% on 9 Jul. 11 days have no reading and are left as a gap.

Bonds narrative sentiment, the 30 days to 10 Jul 2026: the share of articles taking a side that were bullish, each day a 7-day reading. Days without a reading are not listed.
Date	Bullish share (%)
2026-06-22	5
2026-06-23	3
2026-06-24	7
2026-06-25	9
2026-06-26	10
2026-06-27	9
2026-06-28	14
2026-06-29	12
2026-06-30	17
2026-07-01	14
2026-07-02	10
2026-07-03	23
2026-07-04	39
2026-07-05	40
2026-07-06	41
2026-07-07	46
2026-07-08	53
2026-07-09	61
2026-07-10	51

From 5% on 22 Jun to 51% on 10 Jul; low 3% on 23 Jun, high 61% on 9 Jul. 71 days have no reading and are left as a gap.

Bonds narrative sentiment, the 90 days to 10 Jul 2026: the share of articles taking a side that were bullish, each day a 7-day reading. Days without a reading are not listed.
Date	Bullish share (%)
2026-06-22	5
2026-06-23	3
2026-06-24	7
2026-06-25	9
2026-06-26	10
2026-06-27	9
2026-06-28	14
2026-06-29	12
2026-06-30	17
2026-07-01	14
2026-07-02	10
2026-07-03	23
2026-07-04	39
2026-07-05	40
2026-07-06	41
2026-07-07	46
2026-07-08	53
2026-07-09	61
2026-07-10	51

From 43% on 4 Jul to 49% on 10 Jul; low 41% on 5 Jul, high 55% on 9 Jul.

Metals narrative sentiment, the 7 days to 10 Jul 2026: the share of articles taking a side that were bullish, each day a 7-day reading. Days without a reading are not listed.
Date	Bullish share (%)
2026-07-04	43
2026-07-05	41
2026-07-06	44
2026-07-07	47
2026-07-08	51
2026-07-09	55
2026-07-10	49

From 5% on 22 Jun to 49% on 10 Jul; low 5% on 22 Jun, high 55% on 9 Jul. 11 days have no reading and are left as a gap.

Metals narrative sentiment, the 30 days to 10 Jul 2026: the share of articles taking a side that were bullish, each day a 7-day reading. Days without a reading are not listed.
Date	Bullish share (%)
2026-06-22	5
2026-06-23	48
2026-06-24	32
2026-06-25	27
2026-06-26	26
2026-06-27	27
2026-06-28	29
2026-06-29	29
2026-06-30	21
2026-07-01	21
2026-07-02	22
2026-07-03	32
2026-07-04	43
2026-07-05	41
2026-07-06	44
2026-07-07	47
2026-07-08	51
2026-07-09	55
2026-07-10	49

From 5% on 22 Jun to 49% on 10 Jul; low 5% on 22 Jun, high 55% on 9 Jul. 71 days have no reading and are left as a gap.

Metals narrative sentiment, the 90 days to 10 Jul 2026: the share of articles taking a side that were bullish, each day a 7-day reading. Days without a reading are not listed.
Date	Bullish share (%)
2026-06-22	5
2026-06-23	48
2026-06-24	32
2026-06-25	27
2026-06-26	26
2026-06-27	27
2026-06-28	29
2026-06-29	29
2026-06-30	21
2026-07-01	21
2026-07-02	22
2026-07-03	32
2026-07-04	43
2026-07-05	41
2026-07-06	44
2026-07-07	47
2026-07-08	51
2026-07-09	55
2026-07-10	49

How this is measured

What moved markets on 10 July?

No commentary was saved for this edition.

10 July 2026 · Narrative sentiment measures published coverage, not investor opinions or price returns.

Selected asset readings · 10 July

The assets whose readings moved most in this edition. Explore the coverage around each.

Swipe to see the selected assets

Equities · NDX

Nasdaq 100

Narrative sentiment

54% bullish

Of articles taking a side · 7 days to 9 July 2026

Bullish share up 13 points since 9 Jul

Bonds · US10Y

US 10-Year Bond

Narrative sentiment

51% bullish

Of articles taking a side · 7 days to 9 July 2026

Bullish share down 10 points since 9 Jul

Bullish means the bond’s price higher (yields lower).

Commodities · SILVER

Silver

Narrative sentiment

45% bullish

Of articles taking a side · 7 days to 9 July 2026

Bullish share down 9 points since 9 Jul

Equities · DJI

Dow Jones

Narrative sentiment

55% bullish

Of articles taking a side · 7 days to 9 July 2026

Bullish share down 9 points since 9 Jul

Crypto · ETH

Ethereum

Narrative sentiment

68% bullish

Of articles taking a side · 7 days to 9 July 2026

Bullish share down 6 points since 9 Jul

Commodities · GOLD

Gold

Narrative sentiment

52% bullish

Of articles taking a side · 7 days to 9 July 2026

Bullish share down 4 points since 9 Jul

Equities · SPX

S&P 500

Narrative sentiment

55% bullish

Of articles taking a side · 7 days to 9 July 2026

Bullish share up 3 points since 9 Jul

Crypto · BTC

Bitcoin

Narrative sentiment

68% bullish

Of articles taking a side · 7 days to 9 July 2026

Bullish share down 4 points since 9 Jul

Equities · NVDA

NVIDIA

Narrative sentiment

56% bullish

Of articles taking a side · 7 days to 9 July 2026

Bullish share up 1 point since 9 Jul

1 of 9

Narratives gaining or losing attention

The narratives whose share of coverage changed most in this edition.

Scroll sideways or use the arrows

Accelerating

US-Iran Tensions Pressure Stocks

Dow Jones · Bearish

The argument: Geopolitical tensions with Iran are causing U.S. stocks to dip.

Attention: 0% → 18.1% of Dow Jones coverage in the 3 days to 10 Jul, vs the 3 days before.

Read the narrative: US-Iran Tensions Pressure Stocks

Accelerating

Iran Geopolitical Risk Equity Impact

S&P 500 · Bearish

The argument: Geopolitical risks, particularly regarding Iran, are bearish for stock prices.

Attention: 0% → 14.7% of S&P 500 coverage in the 3 days to 10 Jul, vs the 3 days before.

Read the narrative: Iran Geopolitical Risk Equity Impact

Accelerating

The argument: Google Gemini's expansion into entertainment and educational content partnerships demonstrates growing commercial adoption of the AI platform across consumer-facing applications in emerging markets

Attention: 0% → 11.1% of Google coverage in the 3 days to 10 Jul, vs the 3 days before.

Read the narrative: Google Gemini AI Partnerships

Emerging

Iran Conflict Oil Inflation Pressure

Dow Jones · Bearish

The argument: Rising oil prices from Middle East conflict will create inflation pressures that constrain central bank policy flexibility

Attention: 0% → 10.6% of Dow Jones coverage in the 3 days to 10 Jul, vs the 3 days before.

Read the narrative: Iran Conflict Oil Inflation Pressure

Fading

Silver Price Decline Macro Headwinds

Silver · Bearish

The argument: Silver prices are also experiencing a decline, reflecting broader market trends.

Attention: 23.8% → 15.3% of Silver coverage in the 3 days to 10 Jul, vs the 3 days before.

Read the narrative: Silver Price Decline Macro Headwinds

1 of 5

What to watch for

Iran-related geopolitical tensions could push oil prices higher and increase stock market swings.

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