Investors still relatively defensively positioned in equities

Print

Written by Manfred Hübner | 01 July 2019
Posted in sentix Weekly

Investors still relatively defensively positioned in equities

In June, equities in the eurozone gained significantly in value. Can this rally carry on?

Read more here (sentix registration necessary)

sentix Survey results (26-2019)

Print

Written by Manfred Hübner | 30 June 2019
Posted in sentix Weekly

Gold positioning now relatively bullish

In recent weeks, investor interest in gold has increased significantly. The rise in prices reflects the purchases of investors, who have finally followed their positive basic convictions of recent weeks. In the short term, this exhausts the price potential. The strategic bias remains strong, but the portfolios are now invested in favour of gold. An interim consolidation, triggered by profit-taking, could then prepare a positive continuation of the trend.

Click here for the full report (requires a sentix registration)

Seasonally July is more exciting than May

Print

Written by Manfred Hübner | 24 June 2019
Posted in sentix Weekly

Saisonal ist der Juli spannender als der Mai

Die DAX-Saisonalität entspricht in diesem Jahr relativ gut der typischen Saisonalität. Während in den Medien meist der Mai als Verkaufsmonat diskutiert wird, ist der Juli der viel spannendere Monat.

Lesen Sie hier weiter (sentix Registrierung erforderlich)

sentix Survey results (25-2019)

Print

Written by Manfred Hübner | 23 June 2019
Posted in sentix Weekly

Bullish US equity sentiment

With the achievement of new all-time highs in the S&P 500 Index, the mood has also changed fundamentally. Whereas at the beginning of June we were still able to measure high pessimism and diagnose a buying opportunity, sentiment is now as high as it was in September 2018, for example. sentix sentiment signals are to be captured much more clearly than, for example, a mood derived from the put call ratio. We will show below how we assess US equities.

Click here for the full report (requires a sentix registration)

Nothing speaks for banks at the moment...

Print

Written by Manfred Hübner | 18 June 2019
Posted in sentix Weekly

Nothing speaks for banks at the moment...

...and there's a chance in that. The sentix sentiment sector for banks reached a value of -2.4 standard deviations in June, one of the lowest values measured by sentix since 2001. From the point of view of the contrary sentiment analysis, such a finding makes us sit up and take notice and in principle expect rising prices.

Read more here (sentix registration necessary)

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