Historical signals - Financial crisis greets!

Written by Manfred Hübner | 13 December 2017
Posted in Special research

In summer 2007, the world of investors was still in order. Equities should rise, interest rates should also rise - and problems such as the looming subprime crisis are best ignored. This recipe for success proved to be a capital failure. Are investors currently making another historic mistake? The danger that show the sentix overconfidence indices, exists at least.

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sentix Investmentmeinung 49-2017

Written by Manfred Hübner | 11 December 2017
Posted in sentix Weekly

Overconfidence und Erinnerungen an 2015

Markante Daten finden sich aktuell in der sentix-Datenbank. Diese wecken Erinnerungen an das Jahresende 2015 – und an einen unglücklichen Start ins Jahr 2016. Wiederholt sich die Geschichte? Das wäre zumindest für die meisten Anleger eine faustdicke Überraschung, denn scheinbar spricht alles für Aktien und gegen Bonds.

Geänderte Einschätzungen: US Bonds, S&P 500, Gold

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sentix ASR Essentials 49-2017

Written by Manfred Hübner | 10 December 2017
Posted in sentix Weekly

Energy optimism burning less brightly

The recent OPEC deal to extend productions cuts has done little to bolster investor sentiment towards energy. In the case of crude oil, both near-term sentiment and readings based on investors’ medium-term strategic bias have further retreated from recent highs. In terms of oil sentiment, it appears to have been a case of buy the rumour sell the fact on OPEC. At the same time, optimism on the European energy sector relative to the market has sharply reversed from the five-year highs recorded a month ago. Investor optimism on energy related plays is weakening. See pages 2 and 3 for charts.

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sentix Investmentmeinung 48-2017

Written by Manfred Hübner | 04 December 2017
Posted in sentix Weekly

Fällt die Jahresendrallye aus?

Das positive Stimmungsbild an den Aktienmärkten spiegelt, dass viele Anleger mit einem guten Dezember-Verlauf rechnen. Doch diese „sichere“ Wette ist keineswegs sicher. Denn vor allem an den US-Märkten sind erhebliche technische Risiken vorhanden. Besonders Technologie-Aktien scheinen korrekturgefährdet.

Geänderte Einschätzungen: Silber, Nasdaq 100

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Excellent situation, expectations diminish

Written by Patrick Hussy | 03 December 2017
Posted in sentix Economic News

The sentix Economy Index for the Eurozone concludes its series of rising highs and returns 2.9 points in December. Expectations are responsible for this, with a more pronounced drop of 6.0 points. The assessment of the situation, on the other hand, can even increase slightly (+0.7 points). The values for Germany are also falling. The overall index dropped by 3.3 points to 39.1 points. Economic expectations have fallen by 5.3 points. There is also a calming effect on the global economy. Falling expectations dominate, with the emerging markets losing the least in relative terms. The autumn revival seems to be coming to an end.

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