No relaxation - Trump has overdrawn

Written by Patrick Hussy | 07 July 2019
Posted in sentix Economic News

After the supposed de-escalation signals between the USA and China at the G20 summit in Japan, there was great hope that the downward trend in the economy could be stopped. This makes the vote of investors in response to this news all the more impressive. Despite the easing in the equity market, investors are no longer being lured out of the reserve and are once again lowering their thumbs for economic development. The longer no solution to the customs dispute is found, the more economic confidence suffers. For Germany, the overall index is even falling to a 10-year low.

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sentix Survey results (27-2019)

Written by Patrick Hussy | 07 July 2019
Posted in sentix Weekly

Bond overconfidence risk on the rise, focus on Italy

The focus is on Italian bonds. Sentiment is positive for the first time since recording began. The all-time high makes you prick up your ears! At the same time, medium-term confidence is clearly eroding (bias -8 percentage points, not shown), so the overall vote is negative: The balance of both indicators, which is reflected in the time difference index, reaches a 26-week high of +28 points. BTP have to release hot air and are forced into consolidation.

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Italy annoys investors

Written by Manfred Hübner | 02 July 2019
Posted in sentix Euro Break-up Index News

Uncertainty about the stability of the euro zone is on the rise again. This is entirely due to Italy and the Italian gov-ernment's policy not to adhere to the EU Commission's budget targets. The Italian sub-index rose to 8.2% from 6.2%, the highest level since November 2018.

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Investors still relatively defensively positioned in equities

Written by Manfred Hübner | 01 July 2019
Posted in sentix Weekly

Investors still relatively defensively positioned in equities

In June, equities in the eurozone gained significantly in value. Can this rally carry on?

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sentix Survey results (26-2019)

Written by Manfred Hübner | 30 June 2019
Posted in sentix Weekly

Gold positioning now relatively bullish

In recent weeks, investor interest in gold has increased significantly. The rise in prices reflects the purchases of investors, who have finally followed their positive basic convictions of recent weeks. In the short term, this exhausts the price potential. The strategic bias remains strong, but the portfolios are now invested in favour of gold. An interim consolidation, triggered by profit-taking, could then prepare a positive continuation of the trend.

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