sentix Survey results (33-2024)

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Written by Patrick Hussy | 18 August 2024
Posted in sentix Weekly

The fear has vanished

The fear of an equity crash has evaporated. The vehemence of the price rise in many stock indices has made a strong impression on investors (and on us). In this country, fear - as measured by sentix sentiment - was considerably high. The US data from the AAII, on the other hand, only fell to a neutral level. Have Americans simply remained cool or is there still an episode to come? In any case, the extreme dissonance between macro developments (sentix economic indices) and confidence on the stock market (bias) is still there.

Further results

  • Bonds: Strong bias for Bund & UK Gilts
  • EUR/JPY: Exchange rate burden ahead
  • sentix Styles - Investor preferences & behavior

Click here for the full report

sentix Survey results (32-2024)

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Written by Manfred Hübner | 12 August 2024
Posted in sentix Weekly

Sentiment recovers only slightly

This week, due to technical problems on our server, we have created a chart show via the Bloomberg system. You will receive some updates in a somewhat different format. On the US bond market in particular, there is a diametrical development between positioning behaviour and investor bias. However, major changes in positioning can also be observed on the currency market.

Further results

  • Bonds: Diametric paths of bias & positioning in US-TY
  • USD/JPY: Significant position adjustments
  • sentix sector sentiment

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sentix Survey results (31-2024)

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Written by Patrick Hussy | 04 August 2024
Posted in sentix Weekly

Impressive data

The stock markets are now starting to slide: However, the impulse that has begun does not yet appear to be complete, despite very bearish sentiment. This is supported by the Super Neutrality Index, which has only reduced half of the high investor neutrality. The equity market therefore still has some room to react. The sentix economic index (Monday, August data) also deserves special attention: overall, there is impressive data that does not immediately call for action.

Further results

  • Bonds: Cry of jubilation
  • EUR/USD: First directional signal
  • sentix economic index: Monday, 05th Aug. 2023 at 10:30 AM CEST

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sentix Survey results (30-2024)

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Written by Patrick Hussy | 28 July 2024
Posted in sentix Weekly

Selectivity increases

Investors are ending the past week with an ambivalent picture. Fear of equities is very high in the short term, while medium-term confidence is becoming even more selective. US techs and Asian equities in particular are showing considerable investor concerns about the bias trend. The issue of "negative sentiment momentum" is not off the table. Irritation is rising to an all-time high in EUR/USD.

Further results

  • EUR/USD: All-time high in neutrality
  • Gold & silver: an important ally
  • sentix investor positioning in equities and bonds

Click here for the full report

sentix Survey results (29-2024)

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Written by Patrick Hussy | 21 July 2024
Posted in sentix Weekly

Negative sentiment impulse

Sentiment indices on the equity side are plummeting worldwide. Fear is spreading and contrarian investors are pricking up their ears. Is it time for bargain hunters again? The answer is: No! The sentix data set fulfils the criteria for a negative sentiment impulse, which entails a general change in investor behaviour. This means that the current low in sentiment is not comparable with that of mid-April 2024 and should therefore be considered differently in terms of its impact.

Further results

  • Bonds: Confidence as high
  • Yen: Adjustment reaction started
  • sentix Styles - Investor preferences & behavior

Click here for the full report

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