sentix-Analyse März 2015 im DAF

Written by Manfred Hübner | 09 March 2015
Posted in sentix Intern

sentix-Geschäftsführer im DAF-Marktgespräch zur aktuellen Entwicklung der sentix-Indikatoren und die Auswirkung auf die Finanzmärkte.

Klicken Sie hier, um das Video anzusehen

sentix Investmentmeinung 10-2015

Written by Manfred Hübner | 09 March 2015
Posted in sentix Weekly

Beendet die Wall Street die Börsenparty in Europa?

Ein neuer „Chart des Grauens“ macht die Runde. Wie schon häufiger in der Vergangenheit haben Analysten eine schon fast magisch anmutende Analogie in den Kursverläufen eines Marktes gefunden. Die Botschaft: Der Verlauf des DJ Industrial Index von Mitte 2004 bis Mitte 2005 gleicht bislang frappierend dem Kursverlauf des Dow von Mitte 2014 bis heute. Bliebe der Gleichlauf so hoch wie bisher, müssten Anleger in den nächsten Wochen mit empfindlichen Kursverlusten in US-Aktien rechnen. Kann sich der DAX, nach 18% Kursgewinn in 2015, in einem solchen Szenario der Korrektur entziehen? Wir gehen der Sache auf den Grund.

Geänderte Einschätzungen zu: US-Aktien, Gold

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

Growth back in the euro zone

Written by Manfred Hübner | 08 March 2015
Posted in sentix Economic News

The euro-zone economy sends clear signals of strength. Investors’ assessments of the current situation have climbed
to their highest since May 2014. But what is even more important is the continued strong improvement of investors’
6-month expectations which show their highest reading since February 2006. This gives hope that this time the
recovery is a more sustainable one enabling the euro zone to finally leave its recessionary tendencies behind. Germany
remains the area’s growth engine. On a global level, it is the US which shows some signs of slowing down,
probably a result of the ever stronger US dollar.

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sentix ASR Essentials 10-2015

Written by Manfred Hübner | 08 March 2015
Posted in sentix Weekly

Basic confidence still robust

Euro-zone stock markets still live of a robust investors’ confidence. The weak euro helps and prevents Wall Street from making a stronger negative impact on the DAX and its peers. For the bond market a decisive development can be observed: we register a path-breaking  divergence between our index regarding the influence of the central bank’s policy and our indicator on investors’ inflation expectations!

Click here for the full report

„Grexit“ more probable despite new programme

Written by Sebastian Wanke | 02 March 2015
Posted in sentix Euro Break-up Index News

The sentix Euro Break-up Index for February rises strongly from 24.3% to 38.0%. Despite the soluattion which was found last week for Greece ever more investors expect the Mediterranean country to leave the euro soon. Also, for Cyprus the exit probability increases markedly. And, in the background, the lately surprisingly firm confidence in Portugal and Spain is eroding, too.

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