Draghi does it again

Written by Manfred Hübner | 30 September 2019
Posted in sentix Euro Break-up Index News

The ECB's decision to revive the bond purchase programme is probably one of the reasons why the euro break-up risk was further reduced in September. The overall index for the euro zone fell to 6.5%, its lowest level since April 2018. The sub-index for Italy also fell sharply to just 4.7%.

sentix Survey results (39-2019)

Written by Patrick Hussy | 29 September 2019
Posted in sentix Weekly

US equity sentiment - „made in Germany“

Sentiment for US equities is dropping by 13 percentage points, completely dispelling the optimism that prevailed for Wall Street at the beginning of September. A comparison with the AAII Bull Bear Index shows the leading characteristic of the sentix sentiment indicator, the turning points are displayed much earlier and thus more accurately than their US counterparts: US stock sentiment - "made in Germany"!

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A parallel to 2018?

Written by Manfred Hübner | 25 September 2019
Posted in sentix Weekly

We are currently measuring an increase in the strategic bias for equities that is both seasonal and reminiscent of 2018. Let us remember: last year there was also a strong bias increase in September, but this was abruptly countered in October and turned out to be a false signal.

Read more here (sentix registration necessary)

sentix Survey results (38-2019)

Written by Patrick Hussy | 22 September 2019
Posted in sentix Weekly

Profit taking announced

Stronger profit-taking is indicated for bonds in Euroland. The bias does not follow the stabilization attempt that is taking place in the Bund future. The price recovery should be used to reduce positions.

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New start-up for bank shares

Written by Manfred Hübner | 17 September 2019
Posted in sentix Weekly

In the current sentix survey on sector assessments in the Euro zone, a change in favourites from defensive to cyclical sectors is emerging. We were particularly curious about the expectations for banks after the ECB took far-reaching decisions at its last meeting on 12 September.