sentix Survey results (18-2020)

Written by Patrick Hussy | 03 May 2020
Posted in sentix Weekly

Chronic pessimism

Since mid-February, fear has been in investors' limbs. Since then, sentiment has been in the deep red range. The danger is increasing from week to week that a brief fear reflex will turn into a chronic strain, which will have a massive impact on basic confidence and cause lasting damage to investments, consumption and the spending climate. The drop in the strategic equity bias is a serious indication of this.

Further topics:

EUR-USD: Risk of cognitive dissonance
Bitcoins: The air is getting thinner
sentix economic index: Monday 04th May 2020 at 10:30 CEST

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Defensive positioning supports equities

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

Due to the fact that the March plunge was strong and fast, even the current price rally does not lead to a complete elimination of the oversold market situation. Investors mistrust the price development, which can be seen in the negative sentiment. As a result, there is still further potential for recovery.

Centralized, decentralized - no matter

Written by Manfred Hübner | 28 April 2020
Posted in Woolly thoughts (blog)

Is it coming now, the corona app, which allows contacts and infection paths to be traced more quickly in the event of illness with the SARS Cov2 virus? For a long time there was a dispute about the architecture. Where will the data be stored? Centrally at an authority or provider. Or decentralized on the user's end devices, as demanded by data protectionists? As is often the case when there is a bitter dispute about something, there is a danger that the view for the decisive questions is lost. The so-called halo effect of Behavioral Finance sends its regards. Other attributes of the app are in our opinion much more decisive!

The crisis is creeping up again

Written by Manfred Hübner | 27 April 2020
Posted in sentix Euro Break-up Index News

While the corona crisis is affecting economic life around the globe and politicians are trying to contain the economic consequences, investors seem to be thinking ahead and are increasingly worried about the financing of rescue pack-ages. They have identified Italy and Spain as critical candidates whose precarious financial situation could become a risk to the stability of the euro zone.

sentix Survey results (17-2020)

Written by Manfred Hübner | 26 April 2020
Posted in sentix Weekly

Further erosion of the strategic bias in equities

Investor confidence continues to erode, and this week the bias for Euro area stocks has reached a new all-time low! This shows that time is currently working against the stock markets. The restrictive measures to contain the Corona crisis are increasingly viewed critically. Only the bad mood and the defensive positioning are still preventing a further price slump. But for how much longer?

Further topics:

EUR-USD: Negative signal
Goldmines: Bullish mood
sentix investor positioning in equities and bonds