sentix Survey results (39-2021)

Written by Manfred Hübner | 26 September 2021
Posted in sentix Weekly

Hectic post-election week likely

While last week the focus was on China and the bankruptcy of the real estate company Evergrande, the discussion of the Bundestag election results is likely to move people's minds in the coming week. Traditionally, the post-election week is rather negative. Uncertainties about future politics are not bullish for the DAX, but nevertheless did not usually prevent a positive performance in Q4.

Further results:

• Bonds: Institutionals are bearish
• Crude oil: Unseasonably rising underlying confidence
• sentix investor positioning in equities and bonds

sentix Survey results (38-2021)

Written by Manfred Hübner | 19 September 2021
Posted in sentix Weekly

Price opportunities indicated

The sentiment values on the stock markets remain depressed. The AAII barometer also shows a clear decline in sentiment, confirming the sentix indication. What is special about the last few months is the change in sentiment since March, when we were able to measure optimism, to the current scepticism, but without a corresponding price development. This underlines the enormous overhang of liquidity, which nips correction approaches in the bud.

Further results:

• Equities: Basic confidence further improved
• Precious metals: Disappointment leads to a dip in sentiment
• sentix styles - Investor preferences & behavior

sentix Survey results (37-2021)

Written by Patrick Hussy | 12 September 2021
Posted in sentix Weekly

DAX in focus twice

The strategic bias of Chinese equities as well as for Japanese equities is picking up! Institutional investors in particular recognise a special opportunity in this region. Confidence is also spreading for European equities. Germany is doubly in focus. For bonds, the contrarian environment is still too vague. Things look better for bitcoins and precious metals. But the latter must now deliver!

Further results:

• Equities: Bias all-time high for Swiss equities
• Precious metals: Obligation to deliver
• sentix Sector Sentiment

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sentix Survey results (36-2021)

Written by Manfred Hübner | 05 September 2021
Posted in sentix Weekly

Basic confidence improves

While it is still unclear whether the typical summer weakness in equities will make itself felt in the short term, the outlook for Q4 continues to improve. Investors' underlying confidence in equities is rising. This is particularly exciting in the US for small cap stocks, where investors are comparatively defensively positioned.

Further results:

• Bonds: Basic confidence continues to plummet
• EUR-USD: Basic confidence turns around
• sentix economic index: Monday, 06^th September 21, 10:30h CEST

sentix Survey results (35-2021)

Written by Manfred Hübner | 30 August 2021
Posted in sentix Weekly

More opportunities than risks

We continue to measure an unusual sentiment picture on the stock markets. The sentiment corresponds to that of a market after a correction; instead, US equities, for example, are trading at an all-time high. With a simultaneous moderate increase in fundamental confidence, we believe the opportunities outweigh the risks.

Further results:

• FX: EUR-USD should stabilise
• Precious metals: Gold and gold miners must now deliver
• sentix investor positioning in equities and bonds