sentix ASR Essentials 08-2017

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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).

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sentix Investmentmeinung 07-2017

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Written by Manfred Hübner | 20 February 2017
Posted in sentix Weekly

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Vorbereitung einer Shortgelegenheit

Die Wochenend-Analyse hat eine sehr problematische Datenlage offenbart. Bis auf das fehlende Element der Euphorie liegen bereits Signale am Aktienmarkt vor, die auf eine negative Rendite in den nächsten Wochen hinweisen. Nun gilt es, den Markt von Tag zu Tag zu beobachten und sich auf einen Short-Einstieg einzustellen.

Geänderte Einschätzungen: Keine

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sentix ASR Essentials 07-2017

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Written by Manfred Hübner | 19 February 2017
Posted in sentix Weekly

Gold’s medium-term attractions outshining Crude

The latest sentix survey shows that improving investor sentiment towards emerging equity markets remains closely linked with heightened optimism on commodities as an asset class. On this front, there is a notable divergence of opinion on two key commodities, with investors’ strategic bias on Crude oil becoming more negative, in contrast to medium-term readings on Gold which continue to head higher. The medium-term strategic attraction of Gold appears to be shining brightly for investors in a commodity context. This chimes with the less negative strategic bias on bunds versus eurozone equities that has also recently emerged (Charts 2-4, p2).

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sentix Investmentmeinung 06-2017

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Written by Manfred Hübner | 13 February 2017
Posted in sentix Weekly

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Neuer Dampf für die Japan-Story

Mit dem wahrscheinlichen Ende der Korrektur bei USD-JPY rücken auch die japanischen Aktienmärkte wieder in den Mittelpunkt des Interesses. Nikkei und Topix stehen nach einer mehrwöchigen Konsolidierungsphase vor der Wiederaufnahme des Aufwärtstrends. Yen und Aktienmarkt werden dabei von einer vorteilhaften Saisonalität unterstützt.

Geänderte Einschätzungen: Aktien Japan, USD-JPY, US-Bonds

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sentix ASR Essentials 06-2017

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Written by Patrick Hussy | 12 February 2017
Posted in sentix Weekly

Investors move back onto the defensive

The latest sentix survey suggests investors have become more defensive in their investment preferences. At an asset level, the large negative gap between views on the medium-term outlook for Eurozone bonds versus equities is continuing to close. Survey questions on investors’ opinions on the medium-term outlook for sectors versus the European market also reveal a less ‘risk-on’ bias, with readings on Energy, Basic Resources, Autos and Banks reversing some of their recent gains. On the other side of the sentiment divide, pessimism on Food & Beverage is lessening, while Healthcare readings bounced back from historic lows. On a similar tack in commodities, investors’ medium-term strategic bias on Gold is becoming more positive. In short, it appears that the ‘risk-on’ bias baked into investor sentiment is weakening. See page 2 for charts.

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