sentix ASR Essentials 30-2015

Written by Manfred Hübner | 26 July 2015
Posted in sentix Weekly

Gold sentiment badly tarnished

The latest sentix survey underlines the deep investor pessimism that overhangs commodities and commodity-related plays. On the equity market front, while survey respondents have become a little less pessimistic on the Chinese equity market as it has found near-term support around its long-term average, they remain deeply downbeat on China in the medium-term. This chimes with the weakening sentiment towards Emerging Market Equities that was evident in last week’s survey questions on asset classes. It is also consistent with investors’ highly downbeat views on Commodities. At a market level, Gold’s break below $1,100 has left it oversold on short-term momentum metrics, such as a 14-day RSI. However, any bounce-back may face resistance given that investors remain highly cautious on Gold from a medium-term strategic perspective (see Charts 2-4, page 2).

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sentix Investmentmeinung 29-2015

Written by Patrick Hussy | 20 July 2015
Posted in sentix Weekly

There are no translations available.

Insel der Glückseligkeit

Nachdem eine Hürde nach der anderen im Drama um Griechenland genommen wurde, setzt sich auch die Erholung im Aktien-Sentiment fort. Die Anleger jubilieren und befinden sich quasi auf der Insel der Glückseligkeit. Ist damit wieder Gefahr im Verzug? Dieser Frage wollen wir mit einem besonderen Vergleich auf den Grund gehen.

Geänderte Einschätzungen: Diverse Aktienmärkte, Gold, Rohöl, EUR/USD und USD/JPY

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Commodities sentiment at record low!

Written by Sebastian Wanke | 20 July 2015
Posted in Special research

sentix Commodities Sentiment collapses in July and reaches a new all-time low. The past has shown that when such a strong fall of the indicator occurs it is not wise to buy the market anti-cyclically. The time for contrarians will come when confidence returns.

sentix ASR Essentials 29-2015

Written by Patrick Hussy | 19 July 2015
Posted in sentix Weekly

Equities investors in party mood

One can feel investors’ relief after the turn in the Greek debt drama. From an already high level sentix Sentiment rises once more by over 10 percentage points and signals a party mood. What should now go wrong?
In contrast, commodities command investors’ respect. Here, fears that the whole sector is in a free fall dominate. Meanwhile, the US dollar benefits.

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sentix Investmentmeinung 28-2015

Written by Manfred Hübner | 13 July 2015
Posted in sentix Weekly

There are no translations available.

Eine weitere griechische Insel

Ist das Drama um Griechenland mit dem Marathon-Verhandlungswochenende zumindest börsentechnisch nun endlich beendet? Charttechnisch stehen die Chancen gut, denn die letzte Woche brachte einige interessante verhaltenstechnische Phänomene: eine gewisse Panik mit Stopp-Loss-bedingten Käufen, ein Sentimentumschwung zum Wochenende und eine „griechische Insel“.

Geänderte Einschätzungen: China-Aktien, Gold