sentix Survey results (24-2023)

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Written by Patrick Hussy | 18 June 2023
Posted in sentix Weekly

Institutionals have particularly strong concerns

The different interest rate policy of the Bank of Japan compared with the other major central banks is fueling speculation on the currency side via the interest rate differentials. The yen continues to lose value, and investors are positioning themselves for a trend continuation. However, the medium-term strategic bias is taking a different path. These days, it is the medium-term outlook that particularly concerns investors in equities, bonds and currencies. In most cases, the bias clearly decouples from market movements and points in the opposite direction. This has consequences.

Further results

  • Bonds: Lowest TD index since 2007!
  • FX: Yen in focus
  • sentix styles - Investor preferences & behavior

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

sentix Survey results (23-2023)

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Written by Manfred Hübner | 11 June 2023
Posted in sentix Weekly

High short-term irritation

The price development of shares is increasingly puzzling investors. The consequence: instead of a good mood, we measure an increasing irritation via the Neutrality Index. As a rule, this subsequently leads to increased market volatility.

Further results

  • Bonds: TD-Index in the buy zone
  • FX: Rare pound signals
  • sentix sector sentiment

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

sentix Survey results (22-2023)

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Written by Manfred Hübner | 04 June 2023
Posted in sentix Weekly

Japanese equities in focus

Japanese equities are currently stealing the show from other equity markets. Buoyed by a rise in underlying confidence, the Nikkei is reaching a new high for the year. But as with US technology stocks, the overconfidence index is signalling an elevated risk position. We measure further interesting data on gold and oil.

Further results

  • Equities: Strategic fundamental confidence improved
  • Commodities: Gold and oil with bias rise
  • sentix economic index: 05.06.23 at 10.30 AM CEST

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

sentix Survey results (21-2023)

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Written by Manfred Hübner | 28 May 2023
Posted in sentix Weekly

Better, but not yet good

The first half of the week caught investors cold and considerably dampened the mood on the stock market. At the same time, there has been an improvement in basic strategic confidence. However, a look at the TD Index, e.g. for the Nasdaq Index, shows that this does not yet give a buy signal.

Further results

  • Bonds: US bonds with positive medium-term outlook
  • FX: Discrepancy between positioning and bias
  • sentix investor positioning in equities and bonds

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

sentix Survey results (20-2023)

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Written by Manfred Hübner | 21 May 2023
Posted in sentix Weekly

TD indices head back into the sell zone

The stock markets continued to surprise positively this week. The weak sentiment allowed for tactical recoveries. And indeed, we measure some short covering, which is also reflected in the increased bull ratio. But this was not a strategic liberation blow.

Further results

  • Bonds: Strategically strengthened
  • Gold: TD Index in the buy zone
  • sentix styles - Investor preferences & behavior

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

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