sentix Survey results (06-2019)

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

Surprisingly sharp drop in sentiment

The correction in equities and the associated news flow have caused considerable uncertainty among investors in the short term. The mood is literally tipping over and, above all, we are measuring sentiment values close to the lower extreme range in relation to the DAX and Co. This gives reason to hope that prices will recover for more than two weeks. Bonds, on the other hand, appear increasingly over-excited. This also applies to gold, but here the high basic confidence must be included in the calculation.

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sentix Investmentmeinung 05-2019

Written by Manfred Hübner | 04 February 2019
Posted in sentix Weekly

Überreizt

In den letzten Monaten konnten Anleger vor allem mit Anleihen und Edelmetallen stabile Gewinne erwirtschaften. Beide Anlageklassen bildeten entsprechend über längere Zeit den Kernbestandteil unseres Research-Portfolios. Doch nun zeigen sich erhöhte Risiken für eine bullische Ausrichtung. Dem tragen wir Rechnung.

Geänderte Einschätzungen: Gold, Silber, Bund Future, US-T-Note Future

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (05-2019)

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

Turning away from the US-Dollar continues to increase

Hardly any other asset class is currently more optimistic than precious metals. The sentiment for gold and silver is extremely euphoric. Conversely, equities are showing great perplexity. The picture for bonds seems much clearer to investors. Unfortunately, this promotes increasing overconfidence, which significantly increases the risk for fixed-income. In addition, the US dollar is increasingly turning away. The euro and the yen profit from this.

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sentix Investmentmeinung 04-2019

Written by Manfred Hübner | 28 January 2019
Posted in sentix Weekly

Ende der Schönwetterperiode

Die Entwicklung im sentix-Datenkranz ist für die Aktienmärkte unvorteilhaft. Während sich die Stimmung gebessert hat, sendet der Strategische Bias problematische Signale. Zudem bleiben die Aktienmärkte aufgrund der schwachen Konjunkturentwicklung unter Druck. Die technische Erholungsbewegung dürfte vor dem Ende stehen.

Geänderte Einschätzungen: EuroSTOXX 50, DAX, S&P 500, Nasdaq, Nikkei

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (04-2019)

Written by Manfred Hübner | 27 January 2019
Posted in sentix Weekly

Portfolio risk high, confidence low. Not good.

On the surface, the week brought relief on some issues, such as the US shutdown. The media are pleased with the ECB's interest rate statements. But is everything really good with equities if everything is good with interest rates? The investors surveyed by us have a clear opinion on this: no. Nevertheless, the portfolios have recently been placed at a much higher risk again. We will answer in our report whether this will go well or not. Gold, gold equities and the euro are also considered.

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