Oil producers and consumers

Written by Manfred Hübner | 15 March 2019
Posted in Special research

Once a month sentix determines the sentiment of investors regarding the most important sectors in Europe. These sentiment data provide information on investors' expectations of individual sectors, but can also be analysed in relation to other sectors. Particularly interesting are sector pairs that have a fundamental connection. Such a link exists between oil producers and tourism stocks.

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sentix Investmentmeinung 10-2019

Written by Manfred Hübner | 11 March 2019
Posted in sentix Weekly

Die Blitz-Korrektur

Die letzte Woche stand im Zeichen einer Konsolidierung an den Aktienmärkten. Obwohl sich die Kursverluste in Grenzen hielten, hat sich im sentix-Datenkranz Bemerkenswertes vollzogen. So ist beispielsweise das Sentiment für deutsche Aktien um 38 Prozentpunkte eingebrochen. Ist die Mini-Korrektur damit schon wieder beendet?

Geänderte Einschätzungen: keine

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (10-2019)

Written by Manfred Hübner | 10 March 2019
Posted in sentix Weekly

Renewed slump in sentiment

In the case of equities, we are measuring a surprisingly sharp drop in sentiment. Only four weeks after the last sentiment slump, investors are again reacting very clearly to only moderately falling prices. This points to increased investor nervousness. On the other hand, the simultaneous increase in basic confidence is surprising. So, this isn't all a good fit. After the ECB meeting, a high degree of neutrality reacts to bonds. In the currency area, investors are betting on the US dollar.

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sentix Investmentmeinung 09-2019

Written by Manfred Hübner | 05 March 2019
Posted in sentix Weekly

Auf den Spuren von 2016

Die gestern veröffentlichten sentix-Konjunkturdaten senden erste positive Signale. Vor allem für die Region Asien ex Japan scheint konjunkturell wieder die Sonne aufzugehen. In Europa ist zumindest eine Stabilisierung feststellbar. Auf der Suche nach Parallelen der aktuellen Lage mit historischen Entwicklungen fällt das Jahr 2016 ins Auge.

Geänderte Einschätzungen: keine

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

The sun rises in Asia

Written by Manfred Hübner | 04 March 2019
Posted in sentix Economic News

In March, the sentix economic indices are sending signs of stabilisation in the eurozone economy. While the assessment of the situation has fallen to 6.3 points for the seventh time in a row, economic expectations have im-proved for the second time. This is fueling hopes that there will be no recession. The results for the German economy are similar. In the search for the starting point of a new upswing, the region Asia ex Japan moves into focus. The situation and expectations are improving here.

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