sentix Survey results (23-2020)

Written by Patrick Hussy | 07 June 2020
Posted in sentix Weekly

No cheers for economic stimulus, ECB and price jumps

For almost two years now, there has been a marked discrepancy in EUR/USD between private and institutional investors: Since then, the professionals have been much more positive about the Euro in the medium term. Thus, even at the current edge, they are showing greater basic confidence in EUR/USD, while private investors are only slowly venturing out of cover. The currency trend is having a positive effect on European stocks. But surprisingly, the stock market sentiment remains in the basement.

Further topics:

• Equities: Investors lower their thumbs for the medium term
• FX: The euro on the upswing of institutional investors
• sentix economic index, Monday 08th June 2020 on 10:30 AM CET

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Upswing - but where to?

Written by Manfred Hübner | 07 June 2020
Posted in sentix Economic News

The signs are pointing to a global economic upturn. This is not too difficult after such a serious standstill of the real economy as we experienced in April. This is why the sentix economic indices also show a mixed picture. On the positive side, expectations are rising sharply. The economy is waking up from its deep sleep. But the road to normality is long. The situation values are still deep red and thus continue to indicate a recessionary environ-ment. The question now is how strong and how far the global economy can recover. We will shed light on this in the following analysis.

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sentix Survey results (22-2020)

Written by Patrick Hussy | 31 May 2020
Posted in sentix Weekly

Lack of confidence

Sentiment for US equities has further neutralized and now marks the highest level since mid-February 2020 (market high in the S&P 500). One of the minimum conditions for an end to the recovery movement has thus been met. Although the slight underinvestment in the market still provides support, the lack of medium-term confidence for equities is increasingly becoming a burden.

• Equities: China is not a paragon
• Crude Oil: Instis plan to turn off the oil cock again
• Precious metals: Gold good, silver better

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End of the haunting again?

Written by Manfred Hübner | 25 May 2020
Posted in sentix Euro Break-up Index News

The ruling of the German Federal Constitutional Court, according to which the ECB must make argumentative im-provements in the matter of its bond purchase programme and which some euro critics have already described as the "beginning of the end" of the euro, has not led to a further flare-up of euro worries among investors. The sentix Euro Break-up Index has fallen to 12.9%.

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sentix Survey results (21-2020)

Written by Manfred Hübner | 24 May 2020
Posted in sentix Weekly

All-time high for Bitcoins

The corona crisis is really throwing the economy and our society into turmoil. An age of "disruption" seems to have arrived. Obviously, investors also expect major changes in our monetary system. On the one hand, gold benefits from this, as a traditional "safe haven" in currency crises. What is new is that digital currencies are also coming into focus. The basic strategic confidence for Bitcoins is rising to an all-time high!

• Equities: brighter sentiment
• FX: Basic confidence in the pound declines
• Commodities: Oil remains attractive
• sentix investor positioning in equities and bonds

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