sentix Investmentmeinung 48-2017

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Written by Manfred Hübner | 04 December 2017
Posted in sentix Weekly

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Fällt die Jahresendrallye aus?

Das positive Stimmungsbild an den Aktienmärkten spiegelt, dass viele Anleger mit einem guten Dezember-Verlauf rechnen. Doch diese „sichere“ Wette ist keineswegs sicher. Denn vor allem an den US-Märkten sind erhebliche technische Risiken vorhanden. Besonders Technologie-Aktien scheinen korrekturgefährdet.

Geänderte Einschätzungen: Silber, Nasdaq 100

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sentix ASR Essentials 48-2017

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Written by Manfred Hübner | 03 December 2017
Posted in sentix Weekly

Inflation casts a shadow across Bunds sentiment revival

Investors are becoming less downbeat on eurozone bonds in terms of both nearterm sentiment and their medium-term strategic bias. This change of tack can also be seen in the gap between strategic bias readings on bunds versus the EuroSTOXX, which is reversing from recent lows. What could de-rail this recent revival? The latest sentix survey also revealed that inflation is viewed as a more bond-bearish theme than it was month ago. A further deterioration in inflationary newsflow could curb the revival in sentiment towards bunds. See Page 2 for charts.

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sentix Investmentmeinung 47-2017

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Written by Manfred Hübner | 27 November 2017
Posted in sentix Weekly

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Eine echte Contrarian-Position

Kurz vor Ende November ist die Stimmung an den Aktienmärkten schon etwas besonders. Denn echte Gründe, warum die Anleger an den heimischen Börsen bullish auf 4-Wochen-Sicht sind, gibt es nicht. Außer der starken Erwartung, dass es doch fast immer eine Jahresendrallye gibt. An ein Bondinvestment dürften derzeit wohl die wenigsten Anleger denken.

Geänderte Einschätzungen: Bund Future

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sentix ASR Essentials 47-2017

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Written by Patrick Hussy | 26 November 2017
Posted in sentix Weekly

Interesting developments in bonds, equities and oil

The latest sentix survey throws up several interesting developments across assets. In the case of bonds, high levels of ‘neutrality’ on the near-term outlook for bunds suggest potential for a pick-up in implied bond volatility from current low levels. In the case of equities, optimism on indices such as the EuroSTOXX is again rising, though at the same time investors have become a little less positive in terms of their medium-term strategic bias. This is likely not being helped by the equity implications of their more positive strategic bias on the euro versus US dollar. In commodities, growing investor oil optimism ahead of this week’s OPEC meeting is set against a less positive view of the medium-term outlook. See Charts 2-4, p2.

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sentix Investmentmeinung 46-2017

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Written by Manfred Hübner | 20 November 2017
Posted in sentix Weekly

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EUR-JPY vor Trendentscheidung

Das Platzen der Jamaika-Sondierungen perlt an den Aktienmärkten ab. Die Vorfreude auf ein freundliches Jahresende überwiegt bei den Investoren gegenüber den Sorgen um eine Fortsetzung des politischen Vakuums in Deutschland. In Zeiten scheinbar unendlicher Prosperität mag eine handlungsfähige Regierung entbehrlich sein. Das ändert sich aber in dem Moment, wo wichtige Entscheidungen zu treffen wären.

Geänderte Einschätzungen: USD-JPY

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