sentix ASR Essentials 18-2014

Written by Manfred Hübner | 25 May 2014
Posted in sentix Weekly

Deep investor pessimism on EUR/USD persists

The latest sentix survey underlines that while survey participants have become a little less downbeat on the medium-term prospects for European equities, they remain deeply pessimistic on the Eurozone currency. Medium-term sentiment readings on EUR/USD are running at historic extremes (Chart 3, page 2), while pessimism on the near-term prospects for Euro versus USD is also becoming relatively extended in a historic context (Chart 4). In short, Sentix survey participants remain deeply pessimistic on the Euro versus USD in both the near and medium-term.

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Latvia extends the sentix Euro break-up series

Written by Manfred Hübner | 25 May 2014
Posted in Database news

Die Datenreihen des sentix Euro Break-up Index wurden mit der Erhebung vom 23. Mai 2014 um Lettland erweitert. Lettland ist der Eurozone zum 01.01.2014 beigetreten. Die Daten sind unter dem Marktkürzel "LV" gespeichert. Alle Daten des sentix Euro Break-up Index finden Sie unter den Codes die mit SEBILVxx beginnen.

Neuer Kompendiumsbeitrag: sentix Anlegerpositionierung

Written by Manfred Hübner | 22 May 2014
Posted in Database news

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Wir haben den Kompendiumsbeitrag zur sentix Anlegerpositionierung überarbeitet und erweitert. Klicken Sie hier für die aktuelle Version.

Investors extremely pessimistic again for banks

Written by Sebastian Wanke | 18 May 2014
Posted in Special research

The euphoric mood for bank stocks observed at the beginning of the year has completely disappeared this month. In May, sentix Sector Sentiment falls for banks more strongly than for any other sector. Only for utilities investors are similarly pessimistic at the moment. The recent performance of bank shares does not explain such a weak sentiment, though. This is why there is now a chance for these stocks to recover.

sentix ASR Essentials 20-2014

Written by Manfred Hübner | 18 May 2014
Posted in sentix Weekly

Caution fails to curb commodity-related Sector revival

The latest sentix survey indicates that investors remain highly upbeat on the medium-term outlook for Eurozone bonds and pessimistic on the EuroSTOXX. Indeed, this caution is finding echoes in their equity sector views. Additional monthly survey questions revealed improving sentiment towards defensive sectors such as Healthcare and Food & Beverages, set against deteriorating sentiment towards Financials and cyclicals such as Autos, Construction and Industrials (see Chart 2, page 2). However, while sentiment has tilted onto a more defensive bias, it appears that not all cyclical sectors are the same in sentiment terms. As yet, the revival in sentiment towards sectors such as Energy and Basic Resources, which had been prey to deep pessimism in early-2014, remains on track. Heightened caution

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