sentix Survey results (52-2022)

Written by Manfred Hübner | 01 January 2023
Posted in sentix Weekly

New Year's issue

Welcome 2023! We wish all sentix participants, customers, friends and supporters a happy new year. At the beginning of the year, major differences in strategic assessment are emerging. While the outlook for equities is mixed, gold is enjoying a high level of popularity.

Further results:

• Equities: Selective bias
• FX: Euro bias dips again
• Gold: Still shiny

Click here for the full report (requires a sentix registration)

sentix Survey results (51-2022)

Written by Patrick Hussy | 25 December 2022
Posted in sentix Weekly

Christmas Edition

We wish you a Merry Christmas with your loved ones and all the best in the New Year. At the same time, we thank you for your active participation in the surveys in 2022. You will find enclosed a brief commentary on the current results.

Further results:

• Equities: Selective Overconfidence
• FX: Continued unrest on the currency side
• sentix investor positioning in equities and bonds

Click here for the full report (requires a sentix registration)

sentix Survey results (50-2022)

Written by Manfred Hübner | 18 December 2022
Posted in sentix Weekly

Is the Christmas rally coming?

Is the Christmas rally coming? A look at the seasonality shows that the next 15-20 or so trading days are usually marked by positive price signs. As always, we have examined whether the seasonal factor can prevail from the perspective of investor sentiment.

Further results:

• Bonds: Historical signal in the TD Index
• Crude oil: Investors gain medium-term confidence
• sentix styles - Investor preferences & behavior

Click here for the full report (requires a sentix registration)

sentix Survey results (49-2022)

Written by Patrick Hussy | 11 December 2022
Posted in sentix Weekly

Instis are moving at bonds on the sell side

There is little sign of Christmas calm at the moment: The bias of investment professionals for the Bund future drops by 22 percentage points in the last four weeks. This means that the last few days on the bourses could bring further price reductions for bonds. Equities would be vulnerable in this course, because the bias remains weak here as well. Risks are also indicated for the Euro/USD.

Further results:

• Equities: Weak bias remains a burden
• FX: Risks for the Euro increase
• sentix sector sentiment

Click here for the full report (requires a sentix registration)

More relaxation

Written by Manfred Hübner | 05 December 2022
Posted in sentix Economic News

The latest sentix economic data improve again and surprisingly significantly. Investors are spreading hope that thanks to mild winter weather, sufficient gas in storage and a possible peak in inflation data, the economic down-turn has also passed its zenith. Internationally, there are also more moderate tones from the US Federal Reserve, which is holding out the prospect of "only" 50 basis points of interest rate increases in December. And in China, the protests finally seem to point to an end to the restrictive Corona measures. So will the recession end before it has really begun?

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