Written by Patrick Hussy | 04 September 2022
Posted in sentix Weekly

ANGST

This is what ANGST looks like! The mood at the stock markets reaches in rows new historical extreme values! Fear shoots the investors in the limbs, it could go with the energy supply violently something wrong. At the same time, the price of crude oil is wobbling and fears of recession are becoming real. If things turn out as they did in the crisis years of 2008 and 2001, the fall will bring a sharp drop in crude oil prices. This would then give the central banks arguments and room for maneuver.

Fruther results

• Crude oil: Price collapse as in 2001/2008?
• FX: High overconfidence among US dollar bulls
• sentix economic index: 05th September 2022 at 10:30 CEST

Click here for the full report (requires a sentix registration)

Written by Manfred Hübner | 04 September 2022
Posted in sentix Economic News

The general conditions for the global economy continued to deteriorate at the beginning of September. While in Europe the signs have been pointing to a considerable recession for some time, there are now increasing signs of a corresponding development at the global level. The sentix business cycle indices for all regions and countries under consideration are deteriorating. The third decline in the values for China is of particular importance. But the recessionary environment is also deepening in the Eurozone.

Read more...

Written by Patrick Hussy | 28 August 2022
Posted in sentix Weekly

Private investors react hesitantly

There is no end to the bad news. Sentiment collapses, investors smooth out their positions. The professionals have already prepared for a stronger setback. Private investors are reacting hesitantly. But how should positioning behavior be assessed? A comparison with 2008 shows that there is still enough room for maneuver on the downside.

Fruther results

• FX: Bias in the Swiss Franc reaches record level
• Precious metals: Constructive
• sentix investor positioning in equities and bonds

Click here for the full report (requires a sentix registration)

Written by Patrick Hussy | 21 August 2022
Posted in sentix Weekly

2008 as a template

One of the weakest developments in the sentix data set is the bias for Chinese equities. This falls significantly compared to the rest of the equity markets and has given up 22 percentage points in the last four weeks alone. This indicates an increasing willingness to sell. Investors are also sensing trouble with Bitcoins. All in all, many things follow a certain pattern, especially if you compare today with 2008.

Fruther results

• Bitcoins: Risk off mode
• Volatility: Calm before the storm
• sentix styles - Investor preferences & behavior

Click here for the full report (requires a sentix registration)

Written by Manfred Hübner | 18 August 2022
Posted in sentix Intern

Hello,

due to a necessary change of our server hardware, we are sending our mails via a new IP address. Unfortunately, this has led to all Microsoft mail services - especially hotmail.com and outlook.com - blocking our mails at the moment. Unfortunately, we no longer have any possibilities to influence this positively from our side. All technical possibilities available to us have been exhausted.

Therefore we need your help!

• Please put @sentix.de on the white list of your mail provider's spam filter!
• Put @sentix.de on the list of trusted senders
• Contact hotmail / Microsoft and complain about the blocking and ask for it to be lifted.
• Change to another mail provider if necessary (all others work...)

If this does not work, we will not be able to send you survey invitations or results.

We regret this inconvenience and hope that the problem can be solved quickly with your help.

Best regards,

Your sentix - Team