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Macro

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consumer · sector mood
2021
year mood +0.24 · -0.32 to +0.45 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan -0.32 Feb Mar +0.45 Apr May Jun Jul Aug Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
-0.32+0.40+0.45+0.45+0.40+0.40+0.35+0.30+0.30-0.29+0.25+0.25

$1.9T stimulus plus reopening surge demand

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 consumer stories of 2021
Jan
GameStop surges 400% in short squeeze, forcing hedge fund bailout cnbc.com →

Retail investors on Reddit's 'wallstreetbets' drove GameStop shares up over 400% this week, triggering a massive short squeeze that forced Melvin Capital to cover its short position after heavy losses. Citadel and Point72 injected nearly $3 billion into Melvin, while broader market turmoil saw the Dow drop 600 points, highlighting systemic risks from coordinated retail trading.

Oct
Tesla hits $1T valuation after Hertz's 100,000 EV order cnbc.com →

Tesla reached a $1 trillion market cap following Hertz's record order of 100,000 electric vehicles, boosting investor confidence and driving shares to a new high. The deal, valued at $4.2 billion, underscores growing adoption of EVs and strengthens Tesla's market position amid strong sales and analyst optimism. Hertz's move signals a strategic shift toward electrification as it recovers from pandemic-era bankruptcy.