sentix Survey results (16-2024)

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

Sentiment deteriorate, willingness to buy increases

The mood on the stock markets continues to deteriorate. The Middle East conflict and the weakness of technology stocks are having an impact. Sentiment on many stock markets has now reached contrary levels. At the same time, medium-term confidence is increasing. Overall, the general conditions for the equity market are improving. By contrast, things are not looking so good for bonds. The question therefore arises as to whether rising yields could potentially slow down a strong recovery in equities.

Further results

  • Bonds: Unfavourable development
  • Gold: The signs are pointing to consolidation
  • sentix Styles - Investor preferences & behavior

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sentix Survey results (15-2024)

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Written by Patrick Hussy | 14 April 2024
Posted in sentix Weekly

Too little fear for a rapid end to consolidation

Sentiment on the stock market continues to plummet. We are measuring the lowest sentiment value for many indices since January 5, 2024, reflecting fears of an escalation of the conflict in the Middle East. However, it still seems too early to sound out a contrarian buy point from a sentiment analysis perspective. The existing fears are there, but compared to historical market turning points, they have not yet reached the quality that would suggest an anti-cyclical entry. The AAII Bull-Bear Index, for example, is still relatively high and therefore has a lot of "reaction space" to offer.

Further results

  • Precious metals: First of all at the top
  • FX: Interest rate differentials and bias pro US dollar
  • sentix sector sentiment

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sentix Survey results (14-2024)

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Written by Manfred Hübner | 07 April 2024
Posted in sentix Weekly

Bull bump

The geopolitical uncertainties and reduced prospects of an interest rate cut by the US Federal Reserve have caused unrest on the stock markets and a slump in sentiment. However, the sentiment data points more towards consolidation and less towards the risk of a general trend reversal. Commodities in particular have benefited in the current environment. We are seeing bullish sentiment for gold and crude oil and thus a deterioration in the risk situation.

Further results

  • EUR-USD: Bias continues to fall
  • Commodities: Short-term overshoots
  • sentix Economic Index: Monday, 08.04.2024, 10.30 am CEST

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sentix Survey results (13-2024)

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Written by Manfred Hübner | 31 March 2024
Posted in sentix Weekly

No cheers despite all-time highs

We wish all sentix participants a happy Easter. Today you will receive the Easter edition of the sentix commentary.

Further results

  • EUR-USD: Bias continues to fall
  • Commodities: Gold and oil still have potential
  • Easter Edition

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sentix Survey results (12-2024)

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Written by Patrick Hussy | 24 March 2024
Posted in sentix Weekly

Party with the handbrake on

The stock markets remain in a bull trend for the time being. Nevertheless, the mood for dividend stocks is only cautiously positive. At the same time, the risk situation already indicated a month ago has intensified, particularly for Europe's stock markets. A correction is long overdue, especially as the investment behavior of private investors appears increasingly risky. The risks on the bond market are significantly lower. Precious metals are now also showing increased risks.

Further results

  • EUR-CHF: Massive mood impulse
  • Crude oil: Confidence continues to rise
  • sentix investor positioning in equities and bonds

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