History · 3 years
Overview · Mood index · updated daily
About the Supply Chain Inflation Impact Sentiment
AI-driven intelligence tracking supply chain disruption narratives and their price impact - measuring logistics stress, reshoring sentiment, and input cost volatility across manufacturing and retail.
Consumer sentiment indicators track narrative shifts across spending categories, not just headline retail data. Category-level Awareness spikes often precede sector earnings revisions by four to six weeks as analyst coverage catches up to on-the-ground sentiment shifts. Sentiment divergences across related categories (e.g., healthcare rising, discretionary falling) can signal income-squeeze dynamics.
Key drivers
- Retail sales reports (headline and core)
- Consumer confidence surveys
- Wage growth and disposable income data
- Credit card spending and delinquency trends
- Inflation pass-through commentary and pricing power signals
Reading the Mood scale
- 0-20Now · 4Severely StressedCoverage dominated by risk-aversion signals; narrative heavily skewed toward stressed conditions.
- 21-40StressedBelow-neutral conditions with cautious market positioning; optimism subdued relative to the 30-day baseline.
- 41-60StableBalanced coverage with no clear directional bias. Market is in a wait-and-see posture, awaiting a catalyst.
- 61-80ConfidentPositive momentum building in the narrative; coverage tilting toward confident catalysts and upside scenarios.
- 81-100Very ConfidentElevated risk of mean-reversion. Watch for sentiment exhaustion signals and divergence from the Awareness score.
How to use this index
- Use the Mood score to gauge the prevailing narrative bias for Supply Chain Impact at a glance.
- The Awareness score flags unusual spikes in coverage - early-warning signals that often precede price moves.
- Extreme readings (0-20 or 81-100) historically mark periods of heightened volatility and potential reversals.
- Compare across related topics to find cross-asset divergences and correlation breakdowns.
- Pro subscribers can view 3 years of history to calibrate thresholds against past market regimes.
This index is frequently referenced alongside supply chain inflation, logistics pressure, ai supply chain sentiment, internet logistics trends, alternative data inflation - helping traders and analysts track Supply Chain Impact mood shifts in real time.
Latest news
Supply Chain Impact in the news
The headlines feeding this index, newest first.
Pepco runs deep clearance sales across Europe
Pepco has turned a routine markdown into a headline-grabbing clearance event, offering clothing and household items in Slovakia and across several European markets for as little as 6 to 26 cents, in a campaign that underscores how aggressively discounters are managing inventory without signaling financial distress.
Read moreVietnam Pushes Supporting Industries to Raise Local Value
Vietnam’s push to build supporting industries is becoming a central economic strategy as policymakers try to keep more value at home and reduce the country’s reliance on foreign-invested exporters, which still account for the bulk of shipments.
Read moreKazakhstan Exports to Italy Could Rise by $307.5M
Kazakhstan is looking to add another $307.5 million of exports to Italy, a reminder that the Central Asian producer is trying to turn its commodity base into broader, longer-term trade links with one of Europe’s biggest manufacturing hubs.
Read moreSyria Fuel Prices Rise as Protests Spread
Fuel prices in Syria have surged as much as 40% for diesel and 28% for gasoline, igniting protests across several northern and eastern cities and exposing how fragile the country’s energy system remains even as officials frame the increase as a temporary step to keep supplies moving.
Read moreEgypt school-supply prices rise as demand falls
School-supply prices in Egypt are edging higher ahead of the new academic year, but the bigger story is the collapse in demand, with purchases down as much as 50% as households cut back on nonessential spending.
Read moreTimor-Leste imports rise, current-account deficit widens
Timor-Leste’s dependence on imported goods deepened in the first half of 2026, with purchases abroad totaling $580 million and helping push the country’s current-account deficit up 27% year on year to $374.1 million.
Read moreGCC Trade Hits $1.6 Trillion as Supply Risks Rise
Gulf states are being forced to treat supply-chain resilience as an economic priority after geopolitical tensions and shipping disruptions exposed how quickly a regional trade hub can become vulnerable to outside shocks.
Read moreChile Holiday Travel Costs Above Bolivia in XTB Study
Chile is among the most expensive Latin American destinations for holiday travel, with a five-day trip costing about 68.6% more than Bolivia and materially more than 10 other regional markets, according to an XTB Research comparison that highlights how local prices, accommodation and exchange rates now matter as much as airfare for budget-conscious travelers.
Read moreGhana poultry plan to mobilize over GHS1 billion
Ghana’s move to mobilise more than GHS1 billion for its poultry value chain could become one of the country’s most important industrial policy tests, with the financing aimed at cutting a costly import bill, creating rural jobs and building a domestic industry that can eventually compete beyond its borders.
Read moreRotterdam Leads EU Ports in 2024 Cargo Traffic
Europe’s seaborne trade is increasingly concentrated in a handful of hubs, with Rotterdam and Antwerp-Bruges handling far more cargo than any other EU ports as shipping routes, energy flows and war risk keep maritime logistics central to the region’s economy.
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Methodology
How the index is built
Data sources, scoring and update cadence, in plain terms.
What is the Supply Chain Impact index?
AI-driven intelligence tracking supply chain disruption narratives and their price impact - measuring logistics stress, reshoring sentiment, and input cost volatility across manufacturing and retail.
How is the Supply Chain Impact index calculated?
The Supply Chain Impact index is derived from AI-powered NLP analysis of thousands of online news sources, blogs, and financial commentary. Sentiment scores range from 0 (Severely Stressed) to 100 (Very Confident), where 50 represents stable conditions. Awareness scores capture the volume and breadth of coverage for this topic across the media landscape.
How often is the Supply Chain Impact index updated?
The underlying data pipeline runs once per day. However, the gauge and score displayed on this page reflect a processed snapshot that may be 3–24 hours behind real-time, depending on the topic's update cadence and how quickly new data clears the processing pipeline. The exact timestamp of the data shown is visible in the gauge footer - hover the info icon to see it in your local time.
Why does the gauge show data from a few hours ago?
The gauge reflects a processed data snapshot, not a live feed. Depending on the topic, displayed values can be 3–24 hours behind real-time - fast-moving topics (crypto, equities) update more frequently, while slower-cycle topics (macro, real estate, geopolitics) may have a longer lag. The precise data timestamp is always visible in the gauge footer: hover the info icon to see it in your local time.
Why use sentiment analysis?
Sentiment uses natural language processing to analyze and quantify investors' opinions, which is different from traditional indicators like volatility (VIX), volume, or price trends. This gives you an edge over others who rely solely on price-based data.
How to interpret the figures?
The gauges show the latest indicator percentiles for the last two quarters. Values above 50 mean an upward trend, while below 50 means a downward trend. A reading above 70% signals greed, and below 30% signals fear. When price and sentiment trends diverge, it's a strong sign the trend will continue.
What does awareness represent?
Besides sentiment, we also provide a measurement of awareness - an indicator of media activity expressed as a ratio of topic-dedicated data compared to the total. Values over 50 indicate an increasing media trend and growing investors' interest; less than 50 signals decreasing attention.
What is sentiment analysis and why measure it?
Sentiment analysis is a way to determine whether a piece of text is positive, negative, or neutral. It helps understand how people feel about a topic or product, which is very important for investment, revenue management, and gauging public opinion. It adds important data points to the decision process and is valuable input for many statistical and AI models.
What are some of the key data characteristics?
Raw signals are gathered from proprietary sources covering over 50,000 outlets and ingested every 15 minutes. Processed gauge readings are derived from these signals but are displayed with a delay of 3–24 hours depending on the topic - the exact data timestamp is always shown in the gauge footer. The platform includes 5 years of history, supports 72 languages, and processes over 1 million unique entries daily. Adalytica maintains over 99.5% uptime across all products and data services.
Who benefits the most from the sentiment data?
The products are widely used across various industries, including finance, real estate, cryptocurrency, commodities, and government. They provide tailored insights for tasks like tracking voter sentiment, optimizing investment strategies, or monitoring brand perception. We offer products that are tailored for both beginners and advanced data professionals.