sentix Survey results (09-2025)

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Written by Patrick Hussy | 02 March 2025
Posted in sentix Weekly

Cautious reaction after the Bundestag election

The reaction of investors after the German Bundestag election is now available: The medium-term bias for German equities has increased slightly, but still remains below the zero line at -4 percentage points. Sentiment remains depressed at the same time, so it should be noted that the potential new German government has not yet generated any optimism among investors. Instead, the first loser of the election is emerging: bonds are being penalised.

Further results

  • Bonds: The election losers - imminent danger!
  • Precious metals: Asset class develops constructively
  • sentix investor positioning in equities and bonds

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sentix Survey results (08-2025)

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Written by Manfred Hübner | 23 February 2025
Posted in sentix Weekly

The equity sentiment cools significantly

The mood on the stock markets is cooling. Particularly in Germany, investors even have a touch of fear before the election weekend. Nevertheless, from a sentiment perspective, this does not yet represent a buying opportunity. In any case, investors view German government bonds as the losers in the upcoming government policy in Germany.

Further results

  • Bonds: Euroland bonds among the losers
  • FX: yen bias continues to rise
  • sentix Styles - Investor preferences & behavior

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sentix Survey results (07-2025)

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Written by Patrick Hussy | 16 February 2025
Posted in sentix Weekly

Vola signal for US technology stocks

Investor irritation on the stock market is rising sharply! We are measuring the highest level in the Super Neutrality Index for the Nasdaq since April 2018, which means that a rise in volatility is imminent. There is also a marked bias trend for equities in China and mid-caps in Germany. Bitcoins, on the other hand, are experiencing a stall. The bond markets cannot benefit from any development.

Further results

  • Equities: Momentum in China
  • Bitcoins: Flow stall in the bias of investors
  • sentix sector sentiment

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sentix Survey results (06-2025)

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Written by Manfred Hübner | 09 February 2025
Posted in sentix Weekly

High level of neutrality and low basic confidence

On the US stock market, we are seeing an increase in short-term bears. The corresponding sentix index also shows a divergence from price movements. This sentiment is similar to that at the end of 2021. US technology stocks in particular appear vulnerable. There is also an interesting constellation to report from the silver market.

Further results

  • Bonds: not benefiting from the uncertainty on the stock markets
  • Silver: rare signal with medium-term effect
  • sentix economic index: Monday, 10.02.2025, 10.30h CET

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sentix Survey results (05-2025)

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Written by Manfred Hübner | 02 February 2025
Posted in sentix Weekly

Weak fundamental confidence in US tech stocks

An interesting development is taking place in the sentix sentiment indicator. Strategic confidence in the US equity markets continues to erode, while it improves in the eurozone. This is particularly pronounced in US technology stocks. Is this the beginning of the end for the outperformance of the ‘magic 7’?

Further results

  • Equities: Sentiment high for gold mines
  • USD-JPY: Bias on dive
  • Silver: Sentiment high

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