Politics is very trustworthy, but...

Written by Manfred Hübner | 15 April 2020
Posted in Special research

The measures taken by governments worldwide to combat the corona pandemic through decisive action and excessive fiscal and monetary measures are viewed positively by investors. But there is one area where concerns are growing!

sentix Survey results (15-2020)

Written by Manfred Hübner | 12 April 2020
Posted in sentix Weekly

Easter edition

We wish all sentix friends and their families Happy Easter! Stay healthy and confident!

On behalf of the entire sentix team

Manfred Hübner and Patrick Hussy

Further topics:

Equities: Strategic confidence is plummeting
Bonds: Only halfway through
Gold: Further increase in strategic bias
sentix Sector sentiment

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

Recession shock is deep

Written by Patrick Hussy | 05 April 2020
Posted in sentix Economic News

The corona virus is holding the world economy in a stranglehold. Never before has the assessment of the current situation collapsed so sharply in all regions of the world within one month. In Euroland, the overall index is falling to an all-time low. The USA is now also in a full downward spiral. The region Asia ex Japan (China) sends the only glimmer of hope: economic expectations there at least signal no deterioration. A quick V-recovery of the economy is not to be expected.

sentix Survey results (14-2020)

Written by Manfred Hübner | 05 April 2020
Posted in sentix Weekly

Better on two feet

The situation on the international financial markets remains bleak. The news about the corona virus is dominating the day's events, and the economic lockdown is leading to great uncertainty. But on the financial markets it is not (only) the present that counts, but what comes into focus next. On the one hand, there is the very expansive fiscal policy (bond market strained). On the other hand there is the hope for an end to the lockdown!

Further topics:

Bonds: Basic trust erodes further
Oil: Further increase in bias
sentix Economic index: Monday, April 6^th 2020, 10.30 a.m. CEST

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All gold, no money

Written by Manfred Hübner | 03 April 2020
Posted in Woolly thoughts (blog)

"Buy physical gold" is an often-heard recommendation from so-called gold experts to investors who fear a collapse of the financial system. Now we have a major crisis that threatens our very existence. And what is the physical market doing?