Rest before the Bundestag elections. But after that?

Written by Manfred Hübner | 25 September 2017
Posted in sentix Euro Break-up Index News

There is peace on the Euro front. At least this was the case before the Bundestag elections. The sentix Euro break-up index dropped slightly again to 7.66% in September. This is the lowest value since July 2014, when the all-time low of the index was reached at 7.61%. All major country indices have yielded in line with this tendency. But whether this peaceful state still holds after the election is questionable.

sentix ASR Essentials 38-2017

Written by Manfred Hübner | 24 September 2017
Posted in sentix Weekly

Backing away from a positive Euro bias

The latest sentix survey revealed that sentiment on the euro was relatively neutral versus the US dollar ahead of the German election results, though investors’ strategic bias on the single currency continues to weaken. On the latter front, readings on EUR/USD dropped to their lowest level since mid-March. Changing opinion on the medium-term outlook for the euro had little impact on equity views, with strategic bias readings on eurozone indices also edging lower over the week. However, a continued moderation in investors’ medium-term euro bias moving into Q4 could potentially provide a plank of support for investors strategic views on eurozone equities. One to watch! See Charts 2-4, p2.

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Doubts about the value of Bitcoin & Co are increasing

Written by Manfred Hübner | 22 September 2017
Posted in Special research

Despite the fierce rally of Bitcoin & Co, the loss of confidence in crypto currencies is continuing rapidly. Already since May this year, investor sentiment has fallen steadily, pointing to obvious investors' concerns. The most recent development shows that the value of the "assets" cryptocurrency is clearly disputed among investors. Bitcoin & Co could thus enter a crisis of confidence.

sentix Investmentmeinung 37-2017

Written by Manfred Hübner | 18 September 2017
Posted in sentix Weekly

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Deutschland vor der Wahl – Eine Bestandsaufnahme

Die kommende Bundestagswahl ist für viele Beobachter ein None-Event. Überraschungen werden mehrheitlich nicht erwartet. Aus diesem Grund wollen wir uns das Ereignis, auch vor dem Hintergrund der von uns durchgeführten Sonderumfragen, etwas näher anschauen.

Geänderte Einschätzungen: Keine

Klicken Sie hier für die aktuelle Investmentmeinung (sentix Registrierung erforderlich)

sentix ASR Essentials 37-2017

Written by Patrick Hussy | 17 September 2017
Posted in sentix Weekly

Gold sentiment reverses

We are currently measuring higher sentiment swings in the interest, currencies and commodities markets. Especially Gold reversed its overheated sentiment to a more neutral level. For bonds, we measure a substantial increase of interest rate fears. In the case of equities, however, there are only moderate changes in investor sentiment. A very unusual development occurred in Japan: while the strategic bias for USD-JPY is on the decline, investors are still optimistic for Japanese equities.