sentix Investmentmeinung 24-2018

Written by Patrick Hussy | 18 June 2018
Posted in sentix Weekly

There are no translations available.

Alle strafen ab

Bestrafen scheint derzeit in Mode: Trump bestraft die Chinesen und Europäer mit Zöllen, die Chinesen revanchieren sich im Gegenzug, die Edelmetalle werden zum Wochenschluss abgestraft, Seehofer straft Merkel ab, Mexiko bestraft die Lethargie der DFB-Elf und die Instis strafen die Aktien ab.

Geänderte Einschätzungen: keine

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sentix Survey results (24-2018)

Written by Patrick Hussy | 17 June 2018
Posted in sentix Weekly

Investors do not trust what is happening

The sentiment in the Eurozone is clearly picking up and confirms a pleasant week for equities. However, the improvement in sentiment is not an indication of a turnaround in investor confidence.
At the same time, investors are worried about the currency side, and sentiment for the EUR/USD is collapsing again. The strength of the dollar is also reflected in investors' expectations for the USD/JPY. Here we measure a whole series of extreme values.

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Automobiles and banks - two unloved sectors

Written by Manfred Hübner | 13 June 2018
Posted in Special research

In recent weeks, two sectors in particular have made negative headlines: the automobiles industry and the banking sector. In both cases, these are coming from home-grown problems of individual companies as well as from a specific political component. Both together has strongly depressed investor sentiment in the sectors, resulting in an interesting constellation for contrary investors.

sentix Investmentmeinung 23-2018

Written by Manfred Hübner | 11 June 2018
Posted in sentix Weekly

There are no translations available.

Wie jedes Jahr im Juni?!

Der Strategische Bias für die Aktien hat sich zuletzt leicht gebessert. Ist dies eine positive Entwicklung für die kommenden Wochen? Und wenn ja, was ist die Basis für diese Vertrauensänderung? Bei unseren weiteren Research-Empfehlungen hat sich indes wenig getan. Ein Update bietet sich aber bei EUR-USD an.

Geänderte Einschätzungen: keine

Lesen Sie hier die Ergebniskommentierung (sentix Registrierung erforderlich)

sentix Survey results (23-2018)

Written by Patrick Hussy | 10 June 2018
Posted in sentix Weekly

The US spark starts skipping

The Bias for the US stock market continues to rise. The spark would also like to slowly spread to other stock markets. Memories come to mind of the year 2017, which brought forth a similar pattern. In Asia, neutrality is increasing, an accurate harbinger of a pending vola impulse. US bonds and the US dollar are increasingly regarded as attractive.