Vaccine releases boom-like growth forces

Written by Patrick Hussy | 06 December 2020
Posted in sentix Economic News

The Corona crisis year 2020 will end with a bang, which will set several exclamation marks for the global economy. In our December results, we have a series of all-time highs (!) in the expectation components of various world economic regions. Hopes for an early use of vaccines are fuelling the fantasy that the economy in 2021 will recover more clearly than previously expected from the consensus.

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sentix Survey results (49-2020)

Written by Manfred Hübner | 06 December 2020
Posted in sentix Weekly

Short-term exhaustion

Investors' propensity to speculate is currently particularly high. This is not only evident with regard to the US options markets. The sentix risk levels are also very high. The coming “calendar week 50” has already often disturbed year-end hopes. Without such a short-term adjustment, it will be difficult for shares to generate any noticeable price gains. Too many investors are currently betting on the apparently secure year-end profits.

Further results:

• FX: EUR-USD with tactical short signal
• Gold mines: Bias incrase
• sentix economic indices: Monday, 07.12.2020, 10.30am

Situation under control

Written by Manfred Hübner | 30 November 2020
Posted in sentix Euro Break-up Index News

While the euro countries continue to grapple with the Corona pandemic and believe that the pandemic situation can only be brought about under the control of a second "lockdown", the ECB is finding it easier to organise euro cohe-sion. The sentix Euro Break-up Index remains at a low level.

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sentix Survey results (48-2020)

Written by Manfred Hübner | 29 November 2020
Posted in sentix Weekly

Investor strongly increase their equity holdings

This week, the stock markets have further consolidated the sentiment impulse from the US election week. However, the high level of basic strategic confidence remains positive. As a result, TD values remain in negative territory and are thus well away from a sell indication. A further seasonal strength phase is now beginning, which will last until around December 6th. 2020 could therefore still end on a positive note for equities. Precious metals, on the other hand, will probably find it difficult to set any further positive accents in 2020.

Further results:

• FX: Yen strength not yet over
• Crude oil: Basic confidence continues to rise
• sentix investor positioning in equities and bonds

sentix Survey results (47-2020)

Written by Manfred Hübner | 22 November 2020
Posted in sentix Weekly

Stable basic confidence

This week, the stock markets have further consolidated the sentiment impulse from the US election week. However, the high level of basic strategic confidence remains positive. As a result, TD values remain in negative territory and are thus well away from a sell indication. A further seasonal strength phase is now beginning, which will last until around December 6th. 2020 could therefore still end on a positive note for equities. Precious metals, on the other hand, will probably find it difficult to set any further positive accents in 2020.

Further results:

• Precious metals: Not much more to expect in 2020
• Crude oil: Basic confidence increases
• sentix styles - Investor preferences & behavior