Brazil market sentiment
The more people repeat that something is about to get worse, the more a mood takes hold. We measure that mood every day from what is published in the press, on YouTube channels and in the investor community about Brazil, the world, asset classes and Brazilian REIT segments — from very pessimistic to very optimistic.
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How we measure it
Where it comes from
News websites, large and mid-sized YouTube channels and the investor community on Reddit. We read the whole piece — the text or the video transcript — not just the headline: headlines often provoke while the content says something else. All sources are Brazilian and publish in Portuguese, so headlines and quotes stay in the original language.
How we read it
An AI model reads each piece and records, for every topic it mentions, the tone (from very pessimistic to very optimistic), the expected direction and the passage that backs up that reading. The passage is checked against the original text: an annotation whose passage cannot be found in the content is thrown out. The same video can be pessimistic about Brazil and optimistic about the dollar — each stance counts toward its own gauge.
How it becomes a gauge
- Each group of authors — press, YouTube and community — gets its own reading, and asset prices get another one. They are not added together: the gap between what people say and what prices show is exactly what matters.
- Recent content weighs more than older content, and each source’s usual tone is discounted (a channel that is always gloomy cannot drag the gauge down on its own).
- When there is little content, the reading carries a small sample label and leans on the level above (inherited). With nothing at all in 30 days, it shows no reading — never neutral.
- Until there are 12 months of history, the reading carries a short history label.
The scale runs from 0 to 100: