Daily edition · 14 July 2026

The market at a glance

The brief for 14 July 2026. Read today’s brief

Market sentiment

History shown

39% bullish — 39% 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 47% on 8 Jul to 39% on 14 Jul; low 39% on 14 Jul, high 58% on 13 Jul.

Equities narrative sentiment, the 7 days to 14 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 (%)
2026-07-08	47
2026-07-09	47
2026-07-10	55
2026-07-11	56
2026-07-12	56
2026-07-13	58
2026-07-14	39

From 32% on 22 Jun to 39% on 14 Jul; low 11% on 24 Jun, high 63% on 1 Jul. 7 days have no reading and are left as a gap.

Equities narrative sentiment, the 30 days to 14 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
2026-07-12	56
2026-07-13	58
2026-07-14	39

From 32% on 22 Jun to 39% on 14 Jul; low 11% on 24 Jun, high 63% on 1 Jul. 67 days have no reading and are left as a gap.

Equities narrative sentiment, the 90 days to 14 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
2026-07-12	56
2026-07-13	58
2026-07-14	39

From 71% on 8 Jul to 60% on 14 Jul; low 60% on 14 Jul, high 74% on 9 Jul.

Crypto narrative sentiment, the 7 days to 14 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 (%)
2026-07-08	71
2026-07-09	74
2026-07-10	71
2026-07-11	66
2026-07-12	66
2026-07-13	63
2026-07-14	60

From 70% on 21 Jun to 60% on 14 Jul; low 27% on 30 Jun, high 74% on 9 Jul. 6 days have no reading and are left as a gap.

Crypto narrative sentiment, the 30 days to 14 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
2026-07-12	66
2026-07-13	63
2026-07-14	60

From 70% on 21 Jun to 60% on 14 Jul; low 27% on 30 Jun, high 74% on 9 Jul. 66 days have no reading and are left as a gap.

Crypto narrative sentiment, the 90 days to 14 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
2026-07-12	66
2026-07-13	63
2026-07-14	60

From 53% on 8 Jul to 17% on 14 Jul; low 17% on 14 Jul, high 61% on 9 Jul.

Bonds narrative sentiment, the 7 days to 14 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 (%)
2026-07-08	53
2026-07-09	61
2026-07-10	51
2026-07-11	34
2026-07-12	29
2026-07-13	29
2026-07-14	17

From 5% on 22 Jun to 17% on 14 Jul; low 3% on 23 Jun, high 61% on 9 Jul. 7 days have no reading and are left as a gap.

Bonds narrative sentiment, the 30 days to 14 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
2026-07-12	29
2026-07-13	29
2026-07-14	17

From 5% on 22 Jun to 17% on 14 Jul; low 3% on 23 Jun, high 61% on 9 Jul. 67 days have no reading and are left as a gap.

Bonds narrative sentiment, the 90 days to 14 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
2026-07-12	29
2026-07-13	29
2026-07-14	17

From 51% on 8 Jul to 33% on 14 Jul; low 33% on 14 Jul, high 55% on 9 Jul.

Metals narrative sentiment, the 7 days to 14 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 (%)
2026-07-08	51
2026-07-09	55
2026-07-10	49
2026-07-11	41
2026-07-12	42
2026-07-13	38
2026-07-14	33

From 5% on 22 Jun to 33% on 14 Jul; low 5% on 22 Jun, high 55% on 9 Jul. 7 days have no reading and are left as a gap.

Metals narrative sentiment, the 30 days to 14 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
2026-07-11	41
2026-07-12	42
2026-07-13	38
2026-07-14	33

From 5% on 22 Jun to 33% on 14 Jul; low 5% on 22 Jun, high 55% on 9 Jul. 67 days have no reading and are left as a gap.

Metals narrative sentiment, the 90 days to 14 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
2026-07-11	41
2026-07-12	42
2026-07-13	38
2026-07-14	33

How this is measured

What moved markets on 14 July?

No commentary was saved for this edition.

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

Selected asset readings · 14 July

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

Swipe to see the selected assets

Equities · SPX

S&P 500

Narrative sentiment

37% bullish

Of articles taking a side · 7 days to 13 July 2026

Bullish share down 19 points since 13 Jul

Equities · NDX

Nasdaq 100

Narrative sentiment

42% bullish

Of articles taking a side · 7 days to 13 July 2026

Bullish share down 17 points since 13 Jul

Bonds · US10Y

US 10-Year Bond

Narrative sentiment

17% bullish

Of articles taking a side · 7 days to 13 July 2026

Bullish share down 12 points since 13 Jul

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

Equities · DJI

Dow Jones

Narrative sentiment

42% bullish

Of articles taking a side · 7 days to 13 July 2026

Bullish share down 9 points since 13 Jul

Crypto · BTC

Bitcoin

Narrative sentiment

53% bullish

Of articles taking a side · 7 days to 13 July 2026

Bullish share down 6 points since 13 Jul

Commodities · SILVER

Silver

Narrative sentiment

26% bullish

Of articles taking a side · 7 days to 13 July 2026

Bullish share down 6 points since 13 Jul

Equities · NVDA

NVIDIA

Narrative sentiment

75% bullish

Of articles taking a side · 7 days to 13 July 2026

Bullish share up 5 points since 13 Jul

Commodities · GOLD

Gold

Narrative sentiment

37% bullish

Of articles taking a side · 7 days to 13 July 2026

Bullish share down 4 points since 13 Jul

Crypto · ETH

Ethereum

Narrative sentiment

68% bullish

Of articles taking a side · 7 days to 13 July 2026

Bullish share up 2 points since 13 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: 22.7% → 42.3% of Dow Jones coverage in the 3 days to 14 Jul, vs the 3 days before.

Read the narrative: US-Iran Tensions Pressure Stocks

Accelerating

Silver Industrial Demand Price Support

Silver · Bullish

The argument: Silver prices may remain elevated due to industrial demand even as the global economy recovers.

Attention: 12.6% → 32.7% of Silver coverage in the 3 days to 14 Jul, vs the 3 days before.

Read the narrative: Silver Industrial Demand Price Support

Accelerating

Solana RWA Tokenization Expansion

Solana · Bullish

The argument: Solana's demand is driven by the tokenization narrative and real-world asset integrations.

Attention: 0% → 19.6% of Solana coverage in the 3 days to 14 Jul, vs the 3 days before.

Read the narrative: Solana RWA Tokenization Expansion

Accelerating

Hawkish Fed Drives Yield Surge

US 10-Year Bond · Bearish

The argument: A more hawkish Fed has resulted in a significant increase in 10-year Treasury note yields, which is likewise favorable to the US currency.

Attention: 1.3% → 17.7% of US 10-Year Bond coverage in the 3 days to 14 Jul, vs the 3 days before.

Read the narrative: Hawkish Fed Drives Yield Surge

Accelerating

Silver Price Decline Macro Headwinds

Silver · Bearish

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

Attention: 16% → 26.9% of Silver coverage in the 3 days to 14 Jul, vs the 3 days before.

Read the narrative: Silver Price Decline Macro Headwinds

1 of 5

What to watch for

New crypto derivative rules and institutional investment policies could shift sentiment across the crypto market.
Iran and Middle East tensions could further pressure U.S. equities and Treasury yields, affecting global asset allocation.
Semiconductor and AI-infrastructure stock performance will be key for the Nasdaq 100 and overall market mood.
Industrial demand and green energy growth could keep silver prices elevated and drive precious metals markets.

Want a personalized brief, based on the assets you own?

Choose the assets you follow. Get a brief focused on their narrative shifts and sentiment.

Make this mine

Just want the daily brief? Get it by email

Previous editions

Read an earlier daily brief.

View all editions