sentix Survey results (40-2019)

Written by Manfred Hübner | 06 October 2019
Posted in sentix Weekly

Buy signals from sentiment

People make markets - and these are under the impression of emotions. This applies to investors worldwide. Our chart of the week shows the sentix sentiment values for US equities. In the last 12 months the market has gone through 11 sentiment cycles. These can be seen more clearly at sentix than with known US data, e.g. the put call ratio. Currently, another exciting point has been reached (see commentary in the analysis).

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

Central bank impulses fizzle out

Written by Admin sentix | 06 October 2019
Posted in sentix Economic News

There is no positive reaction to the central banks' aid measures, and economic assessments are broadly negative in October. At -16.8 points, the sentix overall economic index for the Euro area marks the lowest level since April 2013. The recovery of expectations from the previous month has thus completely evaporated. In addition, the assessment of the current situation gives cause for concern. For the eurozone, this falls by 6 points to a 5-year low, and for Germany the value drops for the fifth time in a row at a rapid pace. Fears of recession are immanent. The other regions of the world are also descending.

Positioning risks in gold remain high

Written by Manfred Hübner | 01 October 2019
Posted in sentix Weekly

A month ago, we highlighted gold as a risky investment at this point. The risk radar showed a strongly negative score of more than -2, which suggested a noticeable correction. This has now begun.

Read more here (sentix registration necessary)

Draghi does it again

Written by Manfred Hübner | 30 September 2019
Posted in sentix Euro Break-up Index News

The ECB's decision to revive the bond purchase programme is probably one of the reasons why the euro break-up risk was further reduced in September. The overall index for the euro zone fell to 6.5%, its lowest level since April 2018. The sub-index for Italy also fell sharply to just 4.7%.

sentix Survey results (39-2019)

Written by Patrick Hussy | 29 September 2019
Posted in sentix Weekly

US equity sentiment - „made in Germany“

Sentiment for US equities is dropping by 13 percentage points, completely dispelling the optimism that prevailed for Wall Street at the beginning of September. A comparison with the AAII Bull Bear Index shows the leading characteristic of the sentix sentiment indicator, the turning points are displayed much earlier and thus more accurately than their US counterparts: US stock sentiment - "made in Germany"!