Eurozone aggregate climbs to new high

Written by Patrick Hussy | 05 June 2016
Posted in sentix Economic News

June’s economic expectation figures end a sluggish spring quarter. The Eurozone aggregate rises by +3.7 points to the highest value since last December. Besides, investors’ expectations over the next six-month soar by +5.5 points to +10 points. The June readings further demonstrate that other world regions can gain along with the development in central Europe. Investors are especially delighted by the progress of the US economy. The overall index climbs +6.2 points. On the US economy’s coat-tails is the economy of Asia which signals signs of improvement in comparison the previous quarter. Accordingly, the sentix global aggregate index strengthens by +4.1 points and marks the highest reading since last December.

Investors underestimate the “Brexit” risk

Written by Julien Mueller | 31 May 2016
Posted in sentix Euro Break-up Index News

The sentix Euro Breakup Index (EBI) for may reflects improvements within the euro zone. Based on declining stress levels in the euro-periphery investors perceive the odds continue to shift in favour for the cohesion of the single currency area. However, a potential “Brexit” would cause significant turmoil.

sentix Investmentmeinung 21-2016

Written by Manfred Hübner | 30 May 2016
Posted in sentix Weekly

There are no translations available.

Eine kurzlebige Aktienrally?

Um satte 50% ist das Aktiensentiment zum deutschen Aktienmarkt in der letzten Woche angestiegen. Parallel dazu haben die Anleger auch ihre Positionierung spürbar angehoben. Es spricht viel dafür, dass die laufende Aufwärtsbewegung eher eine unterdurchschnittliche Halbwertszeit aufweisen sollte. Wir versuchen einen Ablaufplan zu skizzieren.

Geänderte Einschätzung: T-Bonds, Japanische Aktien

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

sentix ASR Essentials 21-2016

Written by Manfred Hübner | 29 May 2016
Posted in sentix Weekly

Strategic bias is poles apart on US Equities and Bonds

The latest sentix survey underlines the increasingly upbeat tone of investors’ medium-term strategic bias on equities, at a time when over-investment is back inline with longer-term average levels (see Chart 7a, page 3). In the case of the US market, a sustained upturn in readings on the S&P 500 contrasts with a sharp reversal in readings based on investors’ strategic bias on US Treasuries. A marked move towards risk-on is still evident in survey readings based on investors’ medium-term strategic bias on equity and bond markets. This also chimes with an apparent change of heart on Gold, with survey readings backing away from recent highs through the course of this month. See Charts 2-4, page 3.

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Mehr als eine gewöhnliche Übernahme

Written by Manfred Hübner | 25 May 2016
Posted in Woolly thoughts (blog)