Every morning, we run the Narrative Machine on the past 24 hours worth of financial media to find the most on-narrative (i.e. interconnected and central) stories in financial media. It’s not a list of best articles or articles we think are most interesting … often far from it.
But this is the map that links them all together.
- Usual mix of core topics in financial media today, although extracted ngrams from the commentary cluster have tended toward terms like ‘defensive’, ‘bearish’ and ‘downside.’
- Commentary is more closely related to the Fed Cut discussion language, indicating what we think is greater attention to these public market concerns than the more positive tech/health care/private equity chatter on the right hemisphere of today’s narrative map.
- IPOs have faded from the radar a bit from summer in terms of quantity, but discussion of them is still intensely connected to the narrative of markets from a linguistic perspective.
- Privacy and Big Tech break-up language, especially from the campaign trail, is starting to filter a bit more into financial media. It’s a narrative we’ll have our eye on.
What is with the bizarre regularity of that “VW Truck Unit IPO” segment in the upper right?
Continue the discussion at the Epsilon Theory Forum