Weekly digest — week 40, 2026
Stances and evidence movement across every market we cover — 28 September 2026 to 4 October 2026.
- Renewablesshort Constructive · medium Constructive · long Constructive · 0.60 (-0.172)
short: Bullish → Constructive · long: Bullish → Constructive
latest source 18 September 2026
- Coppershort Neutral · medium Constructive · long Bullish · 0.76 (-0.089)
medium: Neutral → Constructive · long: Constructive → Bullish
latest source 28 September 2026
- Banks & Financialsshort Neutral · medium Constructive · long Neutral · 0.52 (-0.086)
short: Constructive → Neutral · medium: Neutral → Constructive
latest source 2 October 2026
- Lithiumshort Neutral · medium Neutral · long Constructive · 0.76 (+0.055)
medium: Constructive → Neutral · long: Bullish → Constructive
latest source 1 October 2026
- Shippingshort Bullish · medium Neutral · long Neutral · 0.46 (-0.320)
medium: Constructive → Neutral
latest source 28 September 2026
- Pharmaceuticalsshort Neutral · medium Constructive · long Constructive · 0.88 (+0.305)
long: Neutral → Constructive
latest source 1 October 2026
- Oilshort Neutral · medium Neutral · long Neutral · 0.64 (+0.025)
short: Bullish → Neutral
latest source 2 October 2026
- Cloud & Softwareshort Neutral · medium Constructive · long Constructive · 0.61 (+0.005)
long: Bullish → Constructive
latest source 1 October 2026
- Natural Gasshort Neutral · medium Bearish · long Neutral · 0.43 (-0.268)
latest source 2 October 2026
- AI Infrastructureshort Neutral · medium Constructive · long Bullish · 0.63 (-0.150)
latest source 2 October 2026
- Defence & Aerospaceshort Neutral · medium Constructive · long Bullish · 0.51 (+0.051)
latest source 2 October 2026
- Rare Earthsshort Neutral · medium Constructive · long Constructive · 0.76 (+0.043)
latest source 28 September 2026
- Cryptoshort Neutral · medium Constructive · long Bullish · 0.83
latest source 11 September 2026
- Cybersecurityshort Constructive · medium Constructive · long Neutral · 0.68 (0.000)
latest source 2 October 2026
- Goldshort Neutral · medium Constructive · long Bullish · 0.56
latest source 22 September 2026
- LNGshort Neutral · medium Neutral · long Constructive · 0.61
latest source 24 September 2026
- Semiconductorsshort Neutral · medium Constructive · long Bullish · 0.78
latest source 10 September 2026
- Silvershort Neutral · medium Constructive · long Bullish · 0.72
latest source 14 August 2026
- Spaceshort Neutral · medium Constructive · long Bullish · 0.67
latest source 4 September 2026
- Uraniumshort Constructive · medium Bullish · long Constructive · 0.69
latest source 10 September 2026
- Utilities & Gridshort Neutral · medium Constructive · long Bullish · 0.79
latest source 8 September 2026
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