The Brexit becomes a Euro stress test

Written by Manfred Hübner | 27 June 2016
Posted in sentix Euro Break-up Index News

The unexpected vote of UK citizens wanting to leave the European Union, is also likely to hard shake the foundation of the euro again. Almost a third of investors responding in the sentix survey hold it again possible that the euro zone could break up within twelve months. In addition, new exit candidates appear on the horizon.

sentix ASR Essentials 25-2016

Written by Manfred Hübner | 26 June 2016
Posted in sentix Weekly

Gold shines as Brexit overshadows market sentiment

The latest sentix survey provides a timely view of investors’ views in the wake of the UK referendum vote to leave the EU. In terms of equities and bonds, pessimism and optimism has increased in equal measure, though survey readings are not yet extreme on either asset class. The most market move for the likes of DAX, EuroSTOXX and Bunds has been a sharp decline in investor neutrality on the nearterm, though uncertainties persist on the strategic outlook for equities and bonds. In the near-term, sentiment has moved more notably in FX and commodities, with sentiment readings for EUR/USD hitting their lowest levels of the year in the latest survey and Gold readings reaching the high end of their historic range. Investor sentiment has become poles apart on EUR/USD and Gold See Charts 2-4, p3.

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Data error at SNTVEYI0

Written by Manfred Hübner | 23 June 2016
Posted in Database news

Dear data client,

due to a software error, the values of the ticker SNTVEYI0 were calculated wrongly. This data is derived as a calculated series from the sentix values on EUR-USD and USD-JPY. The error led to a wrong sign, so we corrected the series by multiplying all values by -1.

The numbers of SNTBEYI6 and SNTMEYI1, which are basic components of the wrong series, were not affected from this error.

We apologize any inconvenience for you and thank for your understanding.

Kind regards,

Your sentix database team

The calm before the trend

Written by Julien Mueller | 20 June 2016
Posted in Special research

Investors’ uncertainty about the Chinese equity market rises to the highest level since November 2015. The sentix time series reveals that comparable neutrality levels were usually a leading indicator for a new market trend.

sentix Investmentmeinung 24-2016

Written by Manfred Hübner | 20 June 2016
Posted in sentix Weekly

There are no translations available.

Wie eine „Fata Morgana“?!

Kaum haben die Anleger sich auf die Möglichkeit eines Brexits eingestellt, wird dieser auch schon wieder „abgesagt“. Das Attentat auf eine britische Politikerin hat „die Reihen geschlossen“ und dürfte den Status Quo-Bias so stark anheizen, dass der Brexit wahrscheinlich abgewendet werden kann. Das dürfte die Märkte taktisch prägen, strategisch sind jedoch andere Weichenstellungen bedeutender.

Geänderte Einschätzungen: keine

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