sentix Survey results (37-2020)

Written by Manfred Hübner | 13 September 2020
Posted in sentix Weekly

TD-indices with positive signals

The number of bullish market participants remains at an unusually low level. At no point during the rally that began in March, which generated price increases of more than 60%, did the number of bulls approach 40% or even 50%. That is unusual. The wall of worry visible in it remains a supporting moment. In addition, there is now a clear movement in basic strategic confidence!

Further results:

Bonds: The bias falls again
FX and Gold: Bias and positioning under the magnifying glass
sentix sector sentiment

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Fifth consecutive increase

Written by Manfred Hübner | 07 September 2020
Posted in sentix Economic News

The economic recovery, which has been observable globally since May 2020, continues in September. In Euro-land, but also in many other regions, we are measuring the fifth consecutive rise in the overall indices. A positive aspect is that the expectation values remain stable, i.e. the improvement is largely driven by the current situa-tion. However, these values are still largely in negative territory, meaning that the recessionary tendencies have not yet been fully overcome. In an international comparison, Switzerland and Asia ex Japan stand out.

sentix Survey results (36-2020)

Written by Patrick Hussy | 06 September 2020
Posted in sentix Weekly

Positive for the autumn

Last week we recommended that from now on you should not drive without an airbag (portfolio insurance)! The week just started showed a volatility surge, both in equities and in other asset classes. There were increased indications of an offensive positioning behavior as well as high overconfidence. Investors are now showing a remarkable reaction!

Further results:

FX: Readiness to sell continues to increase for EUR-USD
Goldmines equities: Basic confidence rises to 52-week high
sentix economic index: Monday 07th September 2020 at 10:30 CET

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Things remain calm

Written by Manfred Hübner | 31 August 2020
Posted in sentix Euro Break-up Index News

At the beginning of September, the situation in the euro zone is calm. The sentix Euro Break-up Index remains at 5.7%. The sub-index for Italy is also unremarkable.

sentix Survey results (35-2020)

Written by Patrick Hussy | 30 August 2020
Posted in sentix Weekly

Das Positionsrisiko nimmt deutlich zu

Bislang hat die „Mauer der Angst“ dem Aktienmarkt Flügel verliehen. Doch nun Ende August verändert sich das Anlegerverhalten, indem das Aktiensentiment (zumindest für US-Aktien) erstmals seit Beginn der Corona-Krise leicht positiv wird. Zudem zeigt das Investitionsverhalten eine deutliche Risikoerhöhung an. Fest steht: Ab jetzt beginnt der wirklich riskante Teil der Aktienmarktentwicklung!

Weitere Themen:

FX: Auf EUR-USD lastet die Bereitschaft für Gewinnmitnahmen
Gold: Zurück im Bullmodus
sentix Anlegerpositionierung in Aktien und Renten

Lesen Sie hier die Ergebniskommentierung (sentix Registrierung erforderlich)