sentix ASR Essentials 51-2016

Written by Manfred Hübner | 25 December 2016
Posted in sentix Weekly

Due to christmas holidays there is no English commentary this week. Please see our German version for the current sentiment charts.

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Ice Age for the Euro

Written by Julien Mueller | 19 December 2016
Posted in Special research

The sentix Sentiment for the Euro US-Dollar exchange rate plunges to an all-time low. The diverging monetary policies of the Fed and the ECB wreak havoc not only on the Euro exchange rate but also on investors’ sentiment. Market participants should brace for further Euro weakness.

sentix Investmentmeinung 50-2016

Written by Patrick Hussy | 19 December 2016
Posted in sentix Weekly

There are no translations available.

Kaufen ohne echte Überzeugung

Eine der markantesten Entwicklungen gibt es zurzeit beim Rohöl/Brent zu beobachten. Gemäß den COT-Daten steigen die long-Positionierung der large speculators auf ein neues Allzeithoch (siehe Chart, Linie in orange); Dieser Positionsaufbau ist keineswegs von einem Anstieg im Grundvertrauen begleitet (grüne Linie). „Kaufen ohne echte Überzeugung“ ist ein Verhalten an den Märkten, das selten belohnt wird.

Geänderte Einschätzung: Rohöl (Brent)

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

sentix ASR Essentials 50-2016

Written by Patrick Hussy | 18 December 2016
Posted in sentix Weekly

Dollar optimism hasn’t curbed commodity sentiment

The sentix survey suggests that several sentiment strands remain in place as markets head towards the festive break. Optimism on equities is high, but less stretched than it was a week ago. At the same time, investors remain highly positive on the outlook for commodities as grouping, albeit it appears that Gold has lost its medium-term lustre for survey participants. Such optimism on commodities has opened up a notable gap between investors’ views on commodities and emerging market equities. It has also occurred despite increasing optimism on the US dollar, with pessimism on EUR/USD still running at historically extended levels. Interestingly, dollar optimism has not curbed investors’ positive opinion on the outlook for commodities (see Charts 2-4, p2).

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European bank stocks are en vogue again

Written by Admin sentix | 13 December 2016
Posted in Special research

The sentix Sector Sentiment for European bank stocks hits the highest value since January 2014. Investors’ perception inverted by 180 degrees within only a few months. At least in the short-run, the steady rate of bullish conversion strains further outperformance.