sentix Survey results (03-2025)

Written by Manfred Hübner | 19 January 2025
Posted in sentix Weekly

Sentiment improvement

Equity markets saw a significant rise in prices last week. This is also reflected in the sentiment indices, which show a noticeable improvement in sentiment for equities. By contrast, basic confidence can only improve selectively, e.g. in Austria. We are also seeing interesting developments in USD-JPY and in commodities (oil, silver).

Further results

• USD-JPY: change in sentiment regime
• Silver: positioning still has some catching up to do
• sentix Styles - Investor preferences & behavior

Click here for the full report

sentix Survey results (02-2025)

Written by Manfred Hübner | 12 January 2025
Posted in sentix Weekly

Negative divergences

From a sentiment perspective, the situation on the stock markets has not changed significantly. Weak basic confidence and negative divergences in sentiment and market breadth still dominate the picture. The high level of neutrality towards US equities suggests that volatility will rise. In the currency area, the strength of the US dollar is likely to come to an end. By contrast, investors are still clearly seeking precious metals.

Further results

• FX: USD to consolidate
• Precious metals: still in demand
• sentix sector sentiment

Click here for the full report

New year, old problems

Written by Manfred Hübner | 05 January 2025
Posted in sentix Economic News

We wish all our readers a Happy New Year. However, the ‘first mover’ among the economic indicators is not yet showing any new momentum. In the eurozone, the economic engine is at risk of freezing up permanently. The situation values fall by a full index point to -29.5 points. At least expectations are rising slightly, so that the over-all index, at -17.7 points, indicates only a small decline. A stabilisation at an insufficiently weak level. By contrast, the US economy remains robust, even though the Trump euphoria has cooled. Slightly positive signals can be re-ported from Latin America. This is likely to be largely due to the first successes of the liberal President of Argentina, Javier Milei.

Read more...

sentix Survey results (01-2025)

Written by Patrick Hussy | 05 January 2025
Posted in sentix Weekly

Extremes on the currency market

At the turn of the year 2024/2025, investor behaviour on the currency market is at extremes. In addition to the high overconfidence in the US dollar in various currency pairs, there is also increasing trend exhaustion. The TD Index also gives a contrary signal for USD/JPY. On the equity side, professionals and private investors are following different paths.

Further results

• Equities: Instis and private individuals on different paths
• HUI: Fatigue in the bias
• sentix economic index: Monday 06th January 2025 at 10:30 CET

Click here for the full report

sentix Survey results (52-2024)

Written by Patrick Hussy | 29 December 2024
Posted in sentix Weekly

Year-end edition 2024

We wish all sentix participants, customers, friends and supporters a happy new year and a successful year 2025. As the year draws to a close, today you will receive a brief commentary on the sentiment highlights in the form of the Year-end edition.

Further results

• Equities: It remains worrying
• FX: Overconfidence in the currency market
• sentix investor positioning in equities and bonds

Click here for the full report