sentix Survey results (16-2020)

Written by Patrick Hussy | 19 April 2020
Posted in sentix Weekly

Confidence is withdrawn from the stock markets

Investors remain defensive for the time being with equities. The institutional investors in particular have recently been stepping on the brakes. The risk level indicator explains the positioning behaviour. This restraint is now generating performance pressure as prices rise and, in conjunction with sentiment, is supporting the current rally of hope. If investors buy now, this would mean a "buy without conviction". One thing is certain: the bias continues to erode.

Further topics:

• Equities: Sentiment remains short-term support
• Goldmines: Renaissance of basic confidence
• sentix styles - Investor preferences & behavior

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Politics is very trustworthy, but...

Written by Manfred Hübner | 15 April 2020
Posted in Special research

The measures taken by governments worldwide to combat the corona pandemic through decisive action and excessive fiscal and monetary measures are viewed positively by investors. But there is one area where concerns are growing!

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sentix Survey results (15-2020)

Written by Manfred Hübner | 12 April 2020
Posted in sentix Weekly

Easter edition

We wish all sentix friends and their families Happy Easter! Stay healthy and confident!

On behalf of the entire sentix team

Manfred Hübner and Patrick Hussy

Further topics:

• Equities: Strategic confidence is plummeting
• Bonds: Only halfway through
• Gold: Further increase in strategic bias
• sentix Sector sentiment

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Recession shock is deep

Written by Patrick Hussy | 05 April 2020
Posted in sentix Economic News

The corona virus is holding the world economy in a stranglehold. Never before has the assessment of the current situation collapsed so sharply in all regions of the world within one month. In Euroland, the overall index is falling to an all-time low. The USA is now also in a full downward spiral. The region Asia ex Japan (China) sends the only glimmer of hope: economic expectations there at least signal no deterioration. A quick V-recovery of the economy is not to be expected.

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sentix Survey results (14-2020)

Written by Manfred Hübner | 05 April 2020
Posted in sentix Weekly

Better on two feet

The situation on the international financial markets remains bleak. The news about the corona virus is dominating the day's events, and the economic lockdown is leading to great uncertainty. But on the financial markets it is not (only) the present that counts, but what comes into focus next. On the one hand, there is the very expansive fiscal policy (bond market strained). On the other hand there is the hope for an end to the lockdown!

Further topics:

• Bonds: Basic trust erodes further
• Oil: Further increase in bias
• sentix Economic index: Monday, April 6^th 2020, 10.30 a.m. CEST

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