sentix Investmentmeinung 45-2017

Written by Manfred Hübner | 13 November 2017
Posted in sentix Weekly

There are no translations available.

Ein zarter Silberglanz

Edelmetall-Investoren hatten in den letzten Monaten nicht allzu viel zu lachen. Zwar liegen Gold und Silber seit Jahresanfang im Plus, doch außer einem guten ersten Quartal hatten die beiden führenden Edelmetalle nicht zu bieten. Bei Platin sieht es auch nicht besser aus. Doch nun zeichnet sich bei Silber ein „Silberstreif“ am Horizont ab.

Geänderte Einschätzungen: Silber

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sentix ASR Essentials 45-2017

Written by Manfred Hübner | 12 November 2017
Posted in sentix Weekly

Investors poles apart on Media and Energy

The latest sentix survey provides an insight into investors’ opinion on European markets and sectors as we move deeper into Q4. At a market level, sentiment towards equities has suffered a setback in recent weeks, though the latest survey also revealed a modest increase in investors’ medium-term strategic bias on indices. At a sector level, a month ago we highlighted the deep pessimism that overhung both Retailing and Media. While Retail pessimism has moderated in the past month, investors remain deeply downbeat on Media, with readings again running at historic lows. On the other side of the sentiment divide investors have become markedly more optimistic on Energy, with survey readings reaching five-year highs, even as optimism on Oil has modestly receded as this month’s OPEC meeting draws nearer. Investors are poles apart on Media and Energy. See pages 2 and 3 for charts.

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sentix Investmentmeinung 44-2017

Written by Manfred Hübner | 06 November 2017
Posted in sentix Weekly

There are no translations available.

Messbare Risiken

Die Aktienmärkte – und nicht nur die! – befinden sich in Hausse-Laune. In der abgelaufenen Woche markierte der DAX erneut ein Allzeit-Hoch und die von uns im Jahresausblick 2017 skizzierten 14.000 Punkte sind nicht mehr allzu fern. In den letzten Jahren hat es sich immer weniger bezahlt gemacht, auf mögliche Risiken in den Märkten zu achten. Wird dies so bleiben?

Geänderte Einschätzungen: Rohöl

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Boom, boom, boom

Written by Manfred Hübner | 06 November 2017
Posted in sentix Economic News

At the beginning of November 2017, the European and global economies are in exceptionally strong shape. The sentix economic index for Euroland rises again to 34 points, the highest since July 2007! Both situation and expec-tations contribute to this positive development. Things are even better in Germany, where we can report all-time highs. However, the upturn is not just focused on Europe. All world regions considered by sentix show fur-ther improvements. The global economy is booming. This should make the question of overheating symptoms more acute.

sentix ASR Essentials 44-2017

Written by Patrick Hussy | 05 November 2017
Posted in sentix Weekly

Nikkei optimism boosted by Yen pessimism

The latest sentix survey indicates that investors have become modestly less optimistic on the near-term outlook for equities (albeit survey readings remain elevated), while their medium-term strategic bias on equities continues to weaken. In the case of Japanese equities, rising sentiment in recent weeks has chimed with growing optimism on USD/JPY. This week’s reversal in USD/JPY sentiment from high optimism levels is, therefore, consistent with receding optimism on the Nikkei. It suggests that a continued lessening in Yen pessimism could undermine still high optimism levels on the Nikkei 225. See Page 2 for charts.