Upper panel: Demeaned daily log returns of the S&P 500 Composite Index, the yield of the U.S. constant maturity 10-year Treasury note, and the USD Index from January 1, 1998 to October 31, 2014. Lower panel: TRMI U.S. stock index sentiment and TRMI U.S. bond sentiment on trading days (demeaned, ARMA filtered, standardized). Data sources: Bloomberg and Thomson Reuters (TRMI).