Permutable

What’s driving the move: supply, demand, inventories or geopolitics? On 19 Nov, Max Lee (J.P. Morgan) and Wilson Chan (Permutable) discuss how real-time commodity intelligence can help desks test those explanations. permutable.ai/webinar/ #commodities #commoditytrading #markets

1/5 The UK housing market was already showing signs of slowing before the official figures caught up. Our Housing Activity sentiment index picked up the change early, just as it did during the 2022 downturn.

Curious what we mean by ‘point-in-time’? Here’s a closer look at how we approach it at Permutable and why it matters for testing. permutable.ai/point-in-time/ #Permutable #AIAgents #Markets

How do financial institutions test #AIagents before they go live? At Permutable, we build point-in-time simulation environments to evaluate agent behaviour before deployment in critical systems. Watch our founder and CEO Wilson Chan explain why. #AI #AIinnovation #Fintech

Evaluating sentiment data for iron ore research? Explore Permutable’s iron ore case study: an asset-level example for commodity researchers, metals desks and institutional teams investigating sentiment intelligence. permutable.ai/case-studies/2… #commodities #commoditytrading #Permutable

US services sentiment hit −1.91σ before the midterms, while price-direction sentiment rose to +1.66σ. At Permutable, our indices showed worsening tone alongside coverage of faster price rises - even as energy sentiment normalised. #Inflation #Macro #USMidterms

As Americans voted, cost-of-living concerns had shifted from energy to services, even as geopolitical sentiment normalised. At Permutable, our sentiment heatmap tracks where inflation concerns persisted. #USMidterms #Inflation #Macro

Brent fell 8% after the US midterms - but our sentiment indices showed geopolitical pressures easing before the vote. #Brent #OilMarkets #Commodities #Permutable

How can sentiment data support coffee market research? At Permutable, our coffee case study explores commodity sentiment signals for institutional investors assessing alternative data for research and market monitoring. permutable.ai/case-studies/2… #coffee #ags #commodities #commoditytrading

5/5 With Democrats winning the House and Senate, at Permutable our GMSI showed cost-of-living pressure persisting into the vote. For macro teams, daily news sentiment adds the context between economic releases. Explore our data catalogue: permutable.ai/data/ #Macro #AlternativeData

1/5 US midterms 2026: from war to household costs. Permutable’s Global Macro Sentiment Indices (GMSI) tracked US news sentiment through the campaign. Polls measure stated views. GMSI measures how news portrays economic issues. #Macro #AlternativeData

In case you missed this last week: we’re hosting a live commodities discussion with Max Lee, Managing Director, Commodities at J.P. Morgan, and Wilson Chan, our Founder and CEO, on 19 November. A rare opportunity to hear these two perspectives together, connecting commodity market expertise with our research into sentiment and changing market drivers. We’ll explore the commodities outlook, how sentiment can help investigate changing market regimes, and opportunities in Quantitative Investment Strategies (QIS). For commodity portfolio managers, quantitative researchers and institutional investment teams, the discussion will connect the market outlook with a practical question: what should you be testing as market conditions change? 📅 Thursday 19 November | 3pm GMT · 10am EST · 4pm CET Explore the event below and follow the registration link to reserve your place. us06web.zoom.us/webinar/regi… #Commodities #AlternativeData #QuantitativeResearch