sentix Survey results (07-2020)

Written by Patrick Hussy | 16 February 2020
Posted in sentix Weekly

Equities: No good news, bias rushes down

Since last Monday it has been clear that sentix economic expectations are being dampened for the first time after three consecutive rises. For the region Asia ex Japan (China) the decline is even more pronounced than in the other regions of the world. If economic expectations follow the decline in the Baltic Dry index, this could mean further difficulties. The stock markets (CSI 300) have so far reacted to the clouding only to a limited extent. The strategic equity bias is clearly collapsing globally.

Further topics:

Equities: Great sentiment divergence
FX: Dollar-Run
sentix Sector sentiment

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World economy in the grip of the virus

Written by Manfred Hübner | 10 February 2020
Posted in sentix Economic News

While at the beginning of the year there was still a clear upswing scenario for the global economy, the outbreak of the corona virus in China has changed the situation significantly. The drastic measures taken by the Chinese government for the Hubei region show the danger to the global economy if the outbreak cannot be limited re-gionally. So far, however, the effects on the economy have been relatively limited from the point of view of the investors surveyed by sentix, even if they are significant for China. The strength of the USA is helping the global economy.

sentix Survey results (06-2020)

Written by Patrick Hussy | 09 February 2020
Posted in sentix Weekly

sentix Survey Essentials (06-2020)

Equities: The fear quickly disappeared again

The "Corona fears" have dissipated within a week. The development in the fight against the virus encourages investors that the negative consequences for the economy will be limited. Sentiment for US equities, for example, has risen by an impressive 45 percentage points. The contrary buy signal to the previous week is thus void, the market must now think about the strategic potential of stocks. The bias is slightly declining, but there is no sell-signal for US equities yet.

Further topics:

FX: The euro suffers a setback
Gold: Problematic situation
sentix economic index: Monday 10th Feb. 2020 /10:30AM

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

Die Psychologie des Geldes

Written by Alexander Metzler | 05 February 2020
Posted in Woolly thoughts (blog)

There are no translations available.

Geld regiert die Welt – Geld verdirbt den Charakter… Sätze wie diese sind fest verwurzelt in unserer Sprachkultur. Unbestritten kann das ausschließliche Streben nach Reichtum den Menschen negativ beeinflussen. Oft stellt der Suchende am Ende fest, dass Geld alleine nicht glücklich macht.

Is the worst already over?

Written by Manfred Hübner | 03 February 2020
Posted in sentix Weekly

Will the corona virus plunge the global economy into recession? Are further restrictions in everyday life to be expected in the short term? And how will governments and central banks react?

These are just some of the current uncertainties facing investors. What is the mood on the markets and how should one act now in the portfolio? This is the question we are looking into in the current "indicator in focus" issue.

Read the research here