Thrasher Analytics

Thrasher Analytics

Sentiment

Sector and Index Sentiment Update 2/3/25

Defensive Sentiment Continues to Strengthen

Feb 03, 2025
∙ Paid

Summary

No major changes in DSI readings over the last week, the most interesting development in sentiment is on the sector side with the Spread shown below falling below the prior recent low. Health Care has the highest sentiment score, and Consumer Staples saw the largest increase last week in sentiment.


Sector Sentiment Spread

New multi-week low in the Spread between Offense and Defense sector sentiment. Defensive sentiment has strengthened with Offense sentiment beginning to roll over. This is a concerning shift, but it still leaves the Spread above 50, meaning Offense sentiment is still at a premium to Defense.


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