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Macro

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communication · sector mood
2017
year mood +0.28 · +0.05 to +0.30 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan +0.30 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec +0.05
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.30+0.30+0.30+0.30+0.30+0.30+0.30+0.30+0.30+0.30+0.30+0.05

Disney's $52.4B Fox deal escalated the streaming-war arms race, the digital-ad duopoly ran strong and tax cuts lifted equities. Steadily positive.

How this mood is scored ▾
Each day the model reads that day's news for the sector and asks, as someone who owns assets or makes their living in it: how am I feeling this month, and why? The month's mood is that running answer, tied to the specific events driving it (the story shown above). It leans on trusted, higher-impact reporting, and on the prior month when a month is quiet, so one loud headline can't swing it. The read updates daily through the month; once a month ends, its mood is locked. This year is read live from the news the pipeline actually collected (hover a bar for its story count). · last computed Jul 06, 2026
Top communication stories of 2017
Dec
Disney to Acquire 21st Century Fox Assets for $52.4 Billion thewaltdisneycompany.com →

The Walt Disney Company has agreed to acquire key assets of 21st Century Fox for $52.4 billion in stock, including film and TV studios, FX Networks, and stakes in Hulu and Sky, while Fox spins off its broadcast and news divisions. The deal expands Disney's content library and global reach, enhancing its direct-to-consumer streaming strategy. The transaction is expected to close pending regulatory and shareholder approvals, with significant market implications for media consolidation and streaming competition.

Dec
FCC Repeals Net Neutrality Rules in 3-2 Vote npr.org →

The FCC, led by Republican Chairman Ajit Pai, repealed 2015 net neutrality rules that barred Internet providers like Comcast, Verizon, and AT&T from blocking, throttling, or prioritizing traffic. The move shifts oversight to the FTC and prompts expected legal challenges from consumer groups and state attorneys general. Market implications include heightened scrutiny of broadband providers' traffic practices and potential advantages for large internet companies over startups.