sentix Survey results (47-2023)

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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

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sentix Survey results (46-2023)

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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

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sentix Survey results (45-2023)

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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

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sentix Survey results (44-2023)

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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

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sentix Survey results (43-2023)

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Written by Manfred Hübner | 29 October 2023
Posted in sentix Weekly

Surprisingly little fear

The share price losses have had surprisingly little effect on investor sentiment. As anxious as they were in the summer, they are now very calm. In bonds, we measure an all-time high in the strategic bias of US bonds. This should put pressure on the "shorties".

Further results

  • Bonds: Convinced professionals
  • Silver: Sharp drop in the TD Index
  • sentix investor positioning in equities and bonds

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