The economy keeps buzzing

Written by Patrick Hussy | 05 March 2017
Posted in sentix Economic News

The sentix headline index for the Eurozone economy increases 3.3 points in March – the highest index level in 10 years. Investors rate the current situation exceptionally favourable. The current situation index rises 3.3 points to the highest level since March 2011. Investors’ economic expectations are on the rise for all major world regions. Therefore, last month’s drop is just a temporary correction. We believe that there is no imminent threat to economic prosperity. Besides the positive development of advanced economies, economic momentum remains strong for the emerging markets. Even Latin America manages to gain momentum.

sentix ASR Essentials 09-2017

Written by Patrick Hussy | 05 March 2017
Posted in sentix Weekly

Risk level on the rise for US equities

Investors’ confidence in the US equity market suffers. The respective sentix indicator the US market continues its decline. Although investors critically review their stance on equities, stock prices keep rallying. Crash risks are lurking due to this discrepancy.

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sentix Investmentmeinung 08-2017

Written by Manfred Hübner | 27 February 2017
Posted in sentix Weekly

There are no translations available.

Keine neuen Indikationen

Aus dem sentix-Datenkranz ergeben sich für uns keine neuen Impulse für die Investmentmeinung. Zwar lie-gen unsere aktiven Positionen derzeit alle leicht im Minus, die Voraussetzungen für eine positivere Entwicklung sind aber nach wie vor gegeben. Geduld scheint gefragt.

Geänderte Einschätzungen: Keine

Klicken Sie hier für die aktuelle Investmentmeinung (sentix Registrierung erforderlich)

The threatening three

Written by Julien Mueller | 27 February 2017
Posted in sentix Euro Break-up Index News

After two years absence, the euro-crisis is back in the spotlight. However, this time is different. The protagonists have multiplied as France and Italy now join Greece as likely exit candidates. The sentix indicator that measures the risk of contagion jumps for the first time since 2012/13 above 45% which puts politics under pressure to curtail the crisis from spreading further.

sentix ASR Essentials 08-2017

Written by Patrick Hussy | 26 February 2017
Posted in sentix Weekly

Investors continuing to take a shine to Gold

The recent decline in US real yields, which have dipped into negative territory, has provided support to sentiment towards Gold. This can be seen in the latest sentix survey, with optimism on Gold now running at elevated levels, while readings based on investors’ medium-term strategic bias on Gold continue to head higher. As we noted last week, the medium-term strategic attraction of Gold appears to be shining brightly for investors in a commodity context, which chimes with survey participants’ less negative strategic bias on bunds versus eurozone equities (Charts 2-4, p2).