sentix Survey results (48-2023)

Print

Written by Patrick Hussy | 03 December 2023
Posted in sentix Weekly

Jubilant aria

Sentiment towards German equities is boiling over: At +32 percentage points, sentiment has reached the next euphoria level (2-year high). Just 6 weeks ago, sentiment for the ATX was at -38 percentage points. At that time, fear was high and the stock market was down. Now investors are rejoicing and significantly increasing their portfolio risks. In the short term (around St. Nicholas), the signs are pointing to a correction. After that, it could go up again. Nevertheless, one thing is certain: the risks are increasing significantly again.

Further results

  • Gold: Hand in hand
  • Bonds: strong momentum
  • sentix economic indices: Monday 04th Dec. 2024 at 10:30 AM CET

Click here for the full report

sentix Survey results (47-2023)

Print

Written by Manfred Hübner | 26 November 2023
Posted in sentix Weekly

Sentiment remains favourable

The mood on the stock markets remains positive. Investors are completely under the spell of positive seasonality, which usually promises a favourable end to the year. Accordingly, portfolios are now also more offensively orientated. But investors are also clearly continuing to favour a bullish trend in bonds.

Further results

  • Bonds: Investors are highly invested
  • FX: Euro bias improves
  • sentix investor positioning in equities and bonds

Click here for the full report

sentix Survey results (46-2023)

Print

Written by Manfred Hübner | 19 November 2023
Posted in sentix Weekly

Bears in short supply

The share price gains have had a significant impact on investor sentiment. Bears in particular have become scarce in the short term. We are measuring the lowest level in the sub-index for US equities since the end of 2019. At the same time, we are hearing a decline in basic strategic confidence in equities. In turn, investors' investment horizon for bonds is lengthening again.

Further results

  • Bonds: Investment horizon is lengthening
  • Gold: Stable basic confidence
  • sentix styles - Investor preferences & behavior

Click here for the full report

sentix Survey results (45-2023)

Print

Written by Patrick Hussy | 12 November 2023
Posted in sentix Weekly

Equity bias weakens - especially among institutional investors

The slide in the price of crude oil has completely dampened the optimism that still existed in recent weeks. The price movement in the black gold price is also fueling hope for the inflation outlook, which in turn is also reflected in the strategic bias for bonds. Conversely, it is the equity outlook that is now losing ground. The US presidential cycle warns of a weak second half of November.

Further results

  • Bonds: Buying intentions continue to rise
  • Bitcoins: No profit-taking indicated
  • sentix sector sentiment

Click here for the full report

sentix Survey results (44-2023)

Print

Written by Manfred Hübner | 05 November 2023
Posted in sentix Weekly

Short-term euphoria

There was a surprisingly positive price reaction for shares last week. This obviously made a big impression on investors and literally euphorised sentiment. This is likely to prove to be a short-term buzzkill, especially as there are now medium-term question marks for investors. These need to be "consolidated".

Further results

  • Bonds: A leap for joy here too
  • Gold: Ongoing consolidation
  • sentix economic index: Monday, 06th Nov. 2023 at 10:30 CET

Click here for the full report

More Articles...

We use cookies and third-party services that store information in the end device of a site visitor or retrieve it there. We then process the information further. This all helps us to provide you with our basic services (user account), to save the language selection, to optimally design our website and to continuously improve it. We need your consent for the storage, retrieval and processing. You can revoke your consent at any time by deleting the cookies from this website in your browser. Your consent is thereby revoked. You can find further information in our privacy policy. To find out more about the cookies we use and how to delete them, see our privacy policy.

I accept cookies from this site.

EU Cookie Directive Module Information