Negative oil prices!

Written by Manfred Hübner | 20 April 2020
Posted in Woolly thoughts (blog)

We have been experiencing strange things on the oil markets since the onset of the corona crisis. First the Saudis felt the need to increase production and sent oil prices plummeting. But today in the USA the total crash: minus 38 USD for a barrel of oil. The most important raw material in the world costs nothing more, no, you get money if you buy it. This development has completely thrown many a market observer off his game.

sentix Survey results (16-2020)

Written by Patrick Hussy | 19 April 2020
Posted in sentix Weekly

Confidence is withdrawn from the stock markets

Investors remain defensive for the time being with equities. The institutional investors in particular have recently been stepping on the brakes. The risk level indicator explains the positioning behaviour. This restraint is now generating performance pressure as prices rise and, in conjunction with sentiment, is supporting the current rally of hope. If investors buy now, this would mean a "buy without conviction". One thing is certain: the bias continues to erode.

Further topics:

Equities: Sentiment remains short-term support
Goldmines: Renaissance of basic confidence
sentix styles - Investor preferences & behavior

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Politics is very trustworthy, but...

Written by Manfred Hübner | 15 April 2020
Posted in Special research

The measures taken by governments worldwide to combat the corona pandemic through decisive action and excessive fiscal and monetary measures are viewed positively by investors. But there is one area where concerns are growing!

sentix Survey results (15-2020)

Written by Manfred Hübner | 12 April 2020
Posted in sentix Weekly

Easter edition

We wish all sentix friends and their families Happy Easter! Stay healthy and confident!

On behalf of the entire sentix team

Manfred Hübner and Patrick Hussy

Further topics:

Equities: Strategic confidence is plummeting
Bonds: Only halfway through
Gold: Further increase in strategic bias
sentix Sector sentiment

Click here for the full report (requires a sentix registration)

Recession shock is deep

Written by Patrick Hussy | 05 April 2020
Posted in sentix Economic News

The corona virus is holding the world economy in a stranglehold. Never before has the assessment of the current situation collapsed so sharply in all regions of the world within one month. In Euroland, the overall index is falling to an all-time low. The USA is now also in a full downward spiral. The region Asia ex Japan (China) sends the only glimmer of hope: economic expectations there at least signal no deterioration. A quick V-recovery of the economy is not to be expected.