Italy takes the lead

Written by Manfred Hübner | 31 October 2016
Posted in sentix Euro Break-up Index News

The Eurocrisis creeps back into the heads of the investors in a new way. No longer Greece, but Italy is now the country that is most likely to leave the Eurozone within the year from the perspective of the more than 1,000 investors surveyed. This development underscores the importance of the referendum to the Constitution in Italy on December, 4th.

sentix ASR Essentials 43-2016

Written by Patrick Hussy | 30 October 2016
Posted in sentix Weekly

Bund pessimism reaches high end of historic range

The latest sentix survey points to increasingly entrenched pessimism on the nearterm outlook for US and Eurozone Bonds. In the case of Bund futures, sentiment readings have reached levels not seen in five years, and are now firmly set at the low end of their historic range. At the same time, monthly questions on investor positioning revealed that survey participants’ levels of over-investment in bonds have dropped well below long-term average levels. In conclusion, near-term pessimism on bunds is running at relatively stretched levels, though at the same time investors’ medium-term strategic bias on bunds has become a little less negative (see Charts 2-3, p2).

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Wiederholt sich 1987?

Written by Manfred Hübner | 24 October 2016
Posted in Woolly thoughts (blog)

There are no translations available.

Einige charttechnische Analysten schlagen Alarm: "Die aktuelle Kursentwicklung gleich der von 1987! Ein Crash steht bevor". Ist dies wirklich so?

sentix Investmentmeinung 42-2016

Written by Manfred Hübner | 24 October 2016
Posted in sentix Weekly

There are no translations available.

Öl mit neuem Signal

Die Ölpreise konnten sich in den letzten Wochen – entgegen der üblichen saisonalen Tendenz – weiter erho-len. Ausgangspunkt war ein schwaches Sentiment und eine moderate Belebung im Strategischen Bias. Doch nun beginnen sich, eine Reihe von Divergenzen einzustellen. Diese müssen zwar den Ölpreis nicht sofort nach Süden bringen, doch die Gefahrenmomente nehmen zu!

Geänderte Einschätzungen: EUR-USD, Rohöl

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

A second Brexit result?

Written by Manfred Hübner | 24 October 2016
Posted in Special research

In a special survey, we interviewed more than 1,000 investors for their opinion on the forthcoming US presidential elections. From the point of view of investors, the choice seems to be running. Around 90% expect a victory from Democratic candidate Hillary Clinton. This clear vote goes beyond the current state of the so-called "prediction mar-kets", ie the vote of the bookmakers. Is the story of the Brexit repeating itself?