sentix ASR Essentials 18-2017

Written by Patrick Hussy | 07 May 2017
Posted in sentix Weekly

A less negative bias on bunds versus EZ equities

A couple of interesting angles emerged from the latest sentix survey. In a relative market context, the gap between investors’ medium-term strategic bias on bunds versus Eurozone equities continues to close even though the relative path of price performance is still heading lower. This reflects a still negative medium-term bias on equities, set against a sharply improving bias on bunds (see Chart 9, p4), which chimes with survey readings that indicate that economic expectations are seen as a slightly less bearish theme for bonds. There are also signs of a change in investors’ medium-term views in commodities, with survey participants having become a little less negative on the medium-term outlook for Crude Oil, even as prices have dropped below $50pb. See Page 2 for charts.

Click here for the full report

Signals of weakness in the US

Written by Manfred Hübner | 07 May 2017
Posted in sentix Economic News

The Euroland economy continues to be in good shape. The sentix economic index for the Euro area rises to 27.4 points, the highest since July 2007. These assessments are increasingly supported by the current situation assessment, which reached the highest level since January 2008, with 34.5 points. It is even better in Germany. Here, the current situation judgment reaches 61.3 points the fifth largest ever measured value. Quite different is the situation in the US, where investors are increasingly looking at the economic outlook. US economic expectations are falling again.

New Overconfidence Index data available

Written by Manfred Hübner | 04 May 2017
Posted in Database news

Good News for all market sentiment data clients!

We have greatly expanded our overconfidence index coverage. We have added lots of new overconfidence indices for markets like FTSE100, Gold Bugs, sector indices and many more.

sentix Investmentmeinung 17-2017

Written by Manfred Hübner | 02 May 2017
Posted in sentix Weekly

There are no translations available.

Die Parallele zu 2006 bleibt verblüffend hoch!

Eine faustdicke Überraschung präsentieren die sentix-Daten. Zeigte die Frankreich-Sonderumfrage noch eine positive Haltung der Anleger zum Ausgang der französischen Präsidentschaftswahlen (und daraus folgend für Aktien und Euro), so ist davon in den Daten vom Wochenende kaum etwas zu erkennen. Im Gegenteil. Der strategische Aktien-Bias der Profis fällt sogar! Damit bleibt der Gleichlauf zu 2006 erhalten.

Geänderte Einschätzungen: keine

Klicken Sie hier für die aktuelle Investmentmeinung (sentix Registrierung erforderlich)

France relaxed

Written by Manfred Hübner | 01 May 2017
Posted in sentix Euro Break-up Index News

The first election round to the French presidential election has appeased investors' minds. Only 13.6% of investors are now expecting the euro to break-up, after 18.7% in the previous month. For France, the probability of an Euro ex-it (“Frexit”) decreases to 3.5% after an high of 8,4% end of February. However, Greece and Italy remain the most likely potential candidates for exit.