sentix Survey results (50-2019)

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Euphoria as a buzz kill

Investors are hot for a year-end rally, but the bull market in Europe is stagnating again and again - despite signs of easing from the economy, the US customs dispute with China and the clear election outcome in the UK. The reason for this is the high sentiment, which has allowed little room for rising prices for weeks. A very high sentiment can also be measured for German equities. The bear camp is eroding and now stands at 24 percent. Unfortunately, the resulting headwind for German / European equities remains.

Further topics:

  • Equities: Swiss equity market in vogue
  • Equities: UK election makes investors cheer
  • sentix Sector Sentiment

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sentix Survey results (49-2019)

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Waiting for the christmas rally

The mood for equities remains extremely good. Investors are fully committed to the seasonal pattern, which is expected to produce price gains in the last 10-12 trading days. In view of the stable basic confidence, measured in the strategic bias, this can go well. But the better the last days of the old year will go, the sooner equities will have to pay tribute to investor optimism early in the new year.

Further topics:

  • Bonds: Basic trust is waning
  • FX: USD bias tips over

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Second exclamation mark of the "first mover”

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Many economic observers have come to terms with an economic downturn. But the "first mover" is sending an exclamation mark for the second month in a row with its dynamic turn: The sentix overall index for Euroland rises again, the expected values even reach the highest level since March 2018! Many things are going better than expected, the prospects are brightening across the globe. The Asia ex Japan region is developing into a special source of hope - especially for the German economy.

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sentix Survey results (48-2019)

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The sentiment is dampening the bull market

The sentiment on the US stock market is boiling over. What the sentix sentiment clearly points out is not so visible in the AAII Bull Bear Index so far. We would like to emphasize again our leading characteristic and the quality of the data series!

Further topics:

  • Equities: UK Bias with all-time high
  • Equities: Nasdaq produziert Overconfidence
  • Gold: Buy signal in Time Differential Index

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

A warm welcome for Madame Lagarde

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Even before the new President of the ECB, Christine Lagarde, will chair her first Council meeting and explain the de-cisions taken at a press conference, investors will form first narratives. One such narrative is that Madame Lagarde seeks to stand shoulder to shoulder with politics. This strengthens the cohesion of the Eurozone from the investors' point of view.

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