Spring recovery not yet in sight

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

Even in February, the bad news for the economy in Euroland is not abating. The sentix economic index drops to only +3.1 points for the sixth time in a row. This is the lowest level since November 2014! The sentix indices are performing similarly to the recent ifo index: with slightly improved expectations, the situation values continue to collapse. Things are looking a little better internationally. The overall indices may improve slightly here. But this is not enough to proclaim a turnaround.

sentix Survey results (05-2019)

Written by Patrick Hussy | 03 February 2019
Posted in sentix Weekly

Turning away from the US-Dollar continues to increase

Hardly any other asset class is currently more optimistic than precious metals. The sentiment for gold and silver is extremely euphoric. Conversely, equities are showing great perplexity. The picture for bonds seems much clearer to investors. Unfortunately, this promotes increasing overconfidence, which significantly increases the risk for fixed-income. In addition, the US dollar is increasingly turning away. The euro and the yen profit from this.

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sentix Investmentmeinung 04-2019

Written by Manfred Hübner | 28 January 2019
Posted in sentix Weekly

There are no translations available.

Ende der Schönwetterperiode

Die Entwicklung im sentix-Datenkranz ist für die Aktienmärkte unvorteilhaft. Während sich die Stimmung gebessert hat, sendet der Strategische Bias problematische Signale. Zudem bleiben die Aktienmärkte aufgrund der schwachen Konjunkturentwicklung unter Druck. Die technische Erholungsbewegung dürfte vor dem Ende stehen.

Geänderte Einschätzungen: EuroSTOXX 50, DAX, S&P 500, Nasdaq, Nikkei

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

Quiet start to the year

Written by Manfred Hübner | 28 January 2019
Posted in sentix Euro Break-up Index News

The euro zone is experiencing a quiet start to the new year. Although investors are worried about the global and Eu-ro-Zone economic outlook, this is not having a negative impact on their perception of Euro-Zone stability. The Euro Break-up Index fell slightly from 9.9 to 8.8 points. Perhaps this is also due to the relative calm on the Italian govern-ment debt front, where the sub-index for Italy is also falling.

sentix Survey results (04-2019)

Written by Manfred Hübner | 27 January 2019
Posted in sentix Weekly

Portfolio risk high, confidence low. Not good.

On the surface, the week brought relief on some issues, such as the US shutdown. The media are pleased with the ECB's interest rate statements. But is everything really good with equities if everything is good with interest rates? The investors surveyed by us have a clear opinion on this: no. Nevertheless, the portfolios have recently been placed at a much higher risk again. We will answer in our report whether this will go well or not. Gold, gold equities and the euro are also considered.