Current situation in the Eurozone improves

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The sentix headline index for the Eurozone experiences a slight setback in February (-0.8 points MoM). In contrast, the current situation value increases 4 points and has reached the highest value since May 2011. Investors’ expectations retreat for all world regions as the first acts of the new US President causes caution among the investment community. Nevertheless, investors positively review the current situation of the US economy. The current situation value for the US remains fairly stable at 45 points. In comparison to other world regions, expectations for the US economy fall the most in February (-8.7 points MoM). The bullying US-President is a serious threat.

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sentix ASR Essentials 05-2017

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A beacon amidst the gloom on Bunds

T he latest sentix survey indicates that investors’ deeply negative medium-term strategic bias on Eurozone bonds has begun to moderate, set against economic expectations that are seen as a slightly less bearish theme for bonds. This fits with the February sentix economic survey, which revealed deteriorating expectations for the eurozone economy (readings dropped from +20.0 to +14.3). At the same time investors’ strategic bias on equities has become less positive. In a relative context, therefore, investors’ underlying negative medium-term strategic bias on eurozone bonds versus equities has moderated, along with expectations for the EZ economy. See Page 2 for charts.

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Trump in focus

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Introduction of the sentix Trumpometer®

The new US administration is increasingly viewed by investors as an important market factor. For this reason, sentix begins measuring this perception and assessing how the actions of the US administration in various policy areas affect the stock market from the investor's point of view. The first survey involved more than 1,200 professional and private investors.

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Elections are the focus of attention

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The start of the new year is accompanied by ongoing euro skepticism. This is also helped by the important elections in the coming months. The EBI figures for the Netherlands and France, which are noticeably rising, show just how much investors are looking for "correct" choice of options. Overall, the likelihood that a country will leave the euro remains high at 21.3%.

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sentix Investmentmeinung 04-2017

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Rolle rückwärts

Die Freude über die positiven technischen Signale an den Aktienmärken währt nicht lange. Die aktuellen sentix-Sentimentdaten signalisieren steigende Risiken für Aktienanleger. Zwar sind es bislang vor allem die Privatanleger, deren Strategischer Bias scharf abknickt. Da jedoch bei beiden Anlegergruppen die kurzfristige Stimmung äußerst positiv und die Investitionsquoten hoch sind, bleibt nur der Gang an die Seitenlinie.

Geänderte Einschätzung: Europa-Aktien, Aktien Deutschland, US-Aktien, USD-JPY, US-Staatsanleihen, Bund Future

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

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