Retail sentiment reaches all-time high

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In November, sentix Sector Sentiment for Europe rises markedly for the old sector darlings "Food and Beverages", "Health Care", and "Personal and Household Goods". This occurs against the backdrop of a renewed confidence in the liquidity provision of central banks. Just a few weeks before Christmas, a strong increase in sentiment can also be observed for retailing. Sentiment here even reaches an all-time high.

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Neuer Kompendiumsbeitrag: sentix Neutrality Index

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Wir haben den Kompendiumsbeitrag zum sentix Neutrality Index überarbeitet und erweitert. Klicken Sie hier für die aktuelle Version.

Das Fest kann kommen

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Ingo Narat, Redakteur beim Handelsblatt, weiß Bescheid: Gold bleibt der Rettungsanker bei Unfällen. Und die Massen vor den  Toren der Edelmetallmesse sind nun zum "smarten Geld" erhoben. Ein zumindest kurzfristig äußerst unschönes Sentimentsignal.

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Real Estate Sentiment back in decline

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Sentiment among European investors for the real estate market – one of their darlings in times of financial crisis – is back in decline. That is showing sentix Real Estate Sentiment which falls by two to now 3.75 points in November.

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Das Risiko von Glamour-Aktien

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Zum aktuellen Twitter-IPO und dem besonderen Reiz von Technologie- und Modeaktien habe ich ein Interview für das Manager Magazin Online gegeben. Im Original ist dies hier veröffentlicht worden. Da ich hier viele grundsätzliche Aussagen getroffen habe, möchte ich dieses hier für den Behavioral Finance-Blog konservieren.

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