sentix Survey results (11-2019)

Written by Patrick Hussy | 17 March 2019
Posted in sentix Weekly

Torn

A very strong fluctuation in sentiment can currently be observed on the stock market. The previous week's pessimism has completely vanished, and optimists are now back on the upswing. However, there is hardly any change in the stock bias, investors are not being lured out of the reserve by the current upswing. On the currency side, it should be exciting: Investors perceive a yen strength, fears about the EUR/USD have faded.

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sentix Investmentmeinung 10-2019

Written by Manfred Hübner | 11 March 2019
Posted in sentix Weekly

Die Blitz-Korrektur

Die letzte Woche stand im Zeichen einer Konsolidierung an den Aktienmärkten. Obwohl sich die Kursverluste in Grenzen hielten, hat sich im sentix-Datenkranz Bemerkenswertes vollzogen. So ist beispielsweise das Sentiment für deutsche Aktien um 38 Prozentpunkte eingebrochen. Ist die Mini-Korrektur damit schon wieder beendet?

Geänderte Einschätzungen: keine

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (10-2019)

Written by Manfred Hübner | 10 March 2019
Posted in sentix Weekly

Renewed slump in sentiment

In the case of equities, we are measuring a surprisingly sharp drop in sentiment. Only four weeks after the last sentiment slump, investors are again reacting very clearly to only moderately falling prices. This points to increased investor nervousness. On the other hand, the simultaneous increase in basic confidence is surprising. So, this isn't all a good fit. After the ECB meeting, a high degree of neutrality reacts to bonds. In the currency area, investors are betting on the US dollar.

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sentix Investmentmeinung 09-2019

Written by Manfred Hübner | 05 March 2019
Posted in sentix Weekly

Auf den Spuren von 2016

Die gestern veröffentlichten sentix-Konjunkturdaten senden erste positive Signale. Vor allem für die Region Asien ex Japan scheint konjunkturell wieder die Sonne aufzugehen. In Europa ist zumindest eine Stabilisierung feststellbar. Auf der Suche nach Parallelen der aktuellen Lage mit historischen Entwicklungen fällt das Jahr 2016 ins Auge.

Geänderte Einschätzungen: keine

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (09-2019)

Written by Patrick Hussy | 03 March 2019
Posted in sentix Weekly

Without reaction - what actually has to happen?

The stock markets know only one direction, the upward one. Investors are unimpressed with the exception of China. This is amazing and raises the question of what actually has to happen for investors to develop a perspective " pro stocks ". As long as this does not happen, danger is imminent, despite the supposed political signals of relaxation. In this context, the differentiated view of investors at USD/JPY and Nikkei 225 is also striking.

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