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industrial · sector mood
2003
year mood -0.01 · -0.30 to +0.20 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 +0.20 Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
-0.30-0.30-0.25-0.10+0.00+0.05+0.10+0.15+0.15+0.20+0.20-0.05

War fears and SARS clouded early months, but Baghdad's fall and 1% rates unlocked a durable recovery, reviving capex and order books through the second half.

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 11, 2026
Top industrial stories of 2003
Dec
Boeing CEO resigns amid tanker-lease ethics scandal nbcnews.com →

Boeing CEO Phil Condit resigned amid an ethics scandal involving improper bidding practices and a controversial $27 billion Air Force tanker contract. The company faces a Pentagon investigation and scrutiny over hiring a former Air Force official, damaging its reputation and raising concerns about defense procurement integrity. Market implications include potential contract suspensions, increased regulatory oversight, and reputational harm affecting Boeing’s competitive standing with rivals like Airbus.