sentix Survey results (17-2025)

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Written by Manfred Hübner | 27 April 2025
Posted in sentix Weekly

The equity bears are retreating

The counter-movement on the US stock market is clearly unsettling the bears, who are retreating to the neutral camp. New bulls, on the other hand, are emerging only slowly. While this may prolong the current upward momentum, it is more reminiscent of a bear market rally than a new bull market. We measure further interesting data in the OCI for equities and bonds, as well as in the currency segment and for gold.

Further results

  • Equities vs. Bonds: Too much confidence in bonds
  • FX: An interesting look at USD-CHF
  • sentix investor positioning in equities and bonds

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sentix Survey results (16-2025)

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Written by Admin sentix | 20 April 2025
Posted in sentix Weekly

Easter edition

We wish all sentix participants a happy Easter with hopefully eggs without cracks.
Today you will receive the Easter edition of a short commentary on the sentiment highlights.

Further results

  • FX: Damage to confidence in the US dollar reaches the next level
  • Precious metals: Prefer silver-plating golden Easter eggs
  • sentix Styles - Investor preferences & behavior

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sentix Survey results (15-2025)

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Written by Patrick Hussy | 13 April 2025
Posted in sentix Weekly

Trump-o-meter at all-time low

The disenchantment with Donald Trump and the impact of his policies on the stock market is reaching a new dimension. Compared to his first term in office, the incumbent US president is starting with enormous advance praise. There is nothing left of the Trump euphoria in autumn. The barometer falls to an all-time low! The initial shock on the stock market subsides somewhat, but the damage (to confidence) that has already been done is enormous. This is reflected in the bond and FX sectors.

Further results

  • FX & Bonds: Massive loss of confidence for US assets
  • Bitcoins: Almost the best that the sentix data ring has to offer
  • sentix sector sentiment

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sentix Survey results (14-2025)

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Written by Manfred Hübner | 06 April 2025
Posted in sentix Weekly

All bearish. But is that enough?

What a week! Above all, the US customs announcement has massively shaken the stock markets and caused a crash-like downward movement. This dynamic is also very evident in the current sentix sentiment data, where we are seeing massive swings in short and medium-term expectations for US equities. But there are also significant distortions in the currency area. We are measuring another extraordinary data situation for bonds.

Further results

  • Bonds: Unexpected scepticism in US bond confidence
  • FX: Short-term exhausted
  • sentix Economic index: Monday, 7th 2025, 10.30 CEST

 Click here for the full report

sentix Survey results (13-2025)

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Written by Patrick Hussy | 30 March 2025
Posted in sentix Weekly

Increasing risks in gold

The seasonally positive month of April for equities is just around the corner. So far, this has not lured investors out of their reserves. The equity bias remains depressed despite falling share prices. Bargain hunters are in short supply. On the bond side, professionals are continuing to add to their positions, although they are not developing any confidence. The risks for US bonds and precious metals are increasing significantly. Only EUR/USD is showing positive signs: underlying confidence has risen to its highest level since January 2021.

Further results

  • Equities: Where are the bargain hunters?
  • Bonds: Offensive positioning vs. negative bias
  • sentix investor positioning in equities and bonds

 Click here for the full report

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