Daily edition · 11 July 2026

The market at a glance

The brief for 11 July 2026. Read today’s brief

Market sentiment

History shown

56% bullish — 56% 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 5 Jul to 56% on 11 Jul; low 47% on 8 Jul, high 61% on 5 Jul.

Equities narrative sentiment, the 7 days to 11 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 (%)
2026-07-05	61
2026-07-06	61
2026-07-07	61
2026-07-08	47
2026-07-09	47
2026-07-10	55
2026-07-11	56

From 32% on 22 Jun to 56% on 11 Jul; low 11% on 24 Jun, high 63% on 1 Jul. 10 days have no reading and are left as a gap.

Equities narrative sentiment, the 30 days to 11 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
2026-07-11	56

From 32% on 22 Jun to 56% on 11 Jul; low 11% on 24 Jun, high 63% on 1 Jul. 70 days have no reading and are left as a gap.

Equities narrative sentiment, the 90 days to 11 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
2026-07-11	56

From 56% on 5 Jul to 66% on 11 Jul; low 56% on 5 Jul, high 74% on 9 Jul.

Crypto narrative sentiment, the 7 days to 11 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 (%)
2026-07-05	56
2026-07-06	61
2026-07-07	65
2026-07-08	71
2026-07-09	74
2026-07-10	71
2026-07-11	66

From 70% on 21 Jun to 66% on 11 Jul; low 27% on 30 Jun, high 74% on 9 Jul. 9 days have no reading and are left as a gap.

Crypto narrative sentiment, the 30 days to 11 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	66
2026-06-24	56
2026-06-25	47
2026-06-26	42
2026-06-27	41
2026-06-28	36
2026-06-29	34
2026-06-30	27
2026-07-01	27
2026-07-02	32
2026-07-03	40
2026-07-04	48
2026-07-05	56
2026-07-06	61
2026-07-07	65
2026-07-08	71
2026-07-09	74
2026-07-10	71
2026-07-11	66

From 70% on 21 Jun to 66% on 11 Jul; low 27% on 30 Jun, high 74% on 9 Jul. 69 days have no reading and are left as a gap.

Crypto narrative sentiment, the 90 days to 11 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	66
2026-06-24	56
2026-06-25	47
2026-06-26	42
2026-06-27	41
2026-06-28	36
2026-06-29	34
2026-06-30	27
2026-07-01	27
2026-07-02	32
2026-07-03	40
2026-07-04	48
2026-07-05	56
2026-07-06	61
2026-07-07	65
2026-07-08	71
2026-07-09	74
2026-07-10	71
2026-07-11	66

From 40% on 5 Jul to 34% on 11 Jul; low 34% on 11 Jul, high 61% on 9 Jul.

Bonds narrative sentiment, the 7 days to 11 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 (%)
2026-07-05	40
2026-07-06	41
2026-07-07	46
2026-07-08	53
2026-07-09	61
2026-07-10	51
2026-07-11	34

From 5% on 22 Jun to 34% on 11 Jul; low 3% on 23 Jun, high 61% on 9 Jul. 10 days have no reading and are left as a gap.

Bonds narrative sentiment, the 30 days to 11 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
2026-07-11	34

From 5% on 22 Jun to 34% on 11 Jul; low 3% on 23 Jun, high 61% on 9 Jul. 70 days have no reading and are left as a gap.

Bonds narrative sentiment, the 90 days to 11 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
2026-07-11	34

No observations in the 7 days shown.

Metals narrative sentiment, the 7 days to 11 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 (%)

No observations in the 30 days shown.

Metals narrative sentiment, the 30 days to 11 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 (%)

No observations in the 90 days shown.

Metals narrative sentiment, the 90 days to 11 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 (%)

How this is measured

What moved markets on 11 July?

No commentary was saved for this edition.

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

Selected asset readings · 11 July

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

Swipe to see the selected assets

Bonds · US10Y

US 10-Year Bond

Narrative sentiment

34% bullish

Of articles taking a side · 7 days to 10 July 2026

Bullish share down 17 points since 10 Jul

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

Crypto · ETH

Ethereum

Narrative sentiment

63% bullish

Of articles taking a side · 7 days to 10 July 2026

Bullish share down 5 points since 10 Jul

Crypto · BTC

Bitcoin

Narrative sentiment

65% bullish

Of articles taking a side · 7 days to 10 July 2026

Bullish share down 3 points since 10 Jul

Equities · NDX

Nasdaq 100

Narrative sentiment

57% bullish

Of articles taking a side · 7 days to 10 July 2026

Bullish share up 3 points since 10 Jul

Crypto · SOL

Solana

Narrative sentiment

86% bullish

Of articles taking a side · 7 days to 10 July 2026

Bullish share down 3 points since 10 Jul

Equities · DJI

Dow Jones

Narrative sentiment

53% bullish

Of articles taking a side · 7 days to 10 July 2026

Bullish share down 2 points since 10 Jul

Equities · SPX

S&P 500

Narrative sentiment

56% bullish

Of articles taking a side · 7 days to 10 July 2026

Bullish share up 1 point since 10 Jul

1 of 7

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% → 22.7% of Dow Jones coverage in the 3 days to 11 Jul, vs the 3 days before.

Read the narrative: US-Iran Tensions Pressure Stocks

Accelerating

Solana Institutional NFT Ecosystem Growth

Solana · Bullish

The argument: FTX's launch of a Solana NFT marketplace indicates growing institutional support for the Solana blockchain.

Attention: 0% → 15.7% of Solana coverage in the 3 days to 11 Jul, vs the 3 days before.

Read the narrative: Solana Institutional NFT Ecosystem Growth

Accelerating

Oil-Driven Inflation Treasury Yield Pressure

US 10-Year Bond · Bearish

The argument: Concerns about higher Treasury yields are causing market uncertainty regarding inflation.

Attention: 5.1% → 12.7% of US 10-Year Bond coverage in the 3 days to 11 Jul, vs the 3 days before.

Read the narrative: Oil-Driven Inflation Treasury Yield Pressure

Accelerating

Iran Geopolitical Risk Equity Impact

S&P 500 · Bearish

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

Attention: 3.5% → 10.6% of S&P 500 coverage in the 3 days to 11 Jul, vs the 3 days before.

Read the narrative: Iran Geopolitical Risk Equity Impact

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% → 6.7% of Dow Jones coverage in the 3 days to 11 Jul, vs the 3 days before.

Read the narrative: Iran Conflict Oil Inflation Pressure

1 of 5

What to watch for

Developments in the US-Iran situation could increase equity market swings and shift investor sentiment.

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