sentix Survey results (46-2022)

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Written by Patrick Hussy | 20 November 2022
Posted in sentix Weekly

Letting off steam after the sentiment pulse

After the annual high in sentiment for U.S. stocks to the previous week there is now "letting off steam". The data had already signaled that a consolidation is likely. Now the focus is on whether a continuation of momentum can succeed. So far, the sentiment data are developing in an exemplary manner, but the bias is losing momentum again. Internationally, there are major differences. The whole thing is still on shaky ground. The situation on the bond market is different.

Further results

  • Equities: China increasingly convincing
  • Bonds: Long investment horizon, positive bias
  • sentix styles - Investor preferences & behavior

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

sentix Survey results (45-2022)

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Written by Patrick Hussy | 13 November 2022
Posted in sentix Weekly

Mood impulses across the board

The past week brought a number of sentiment boosts, including for equities: Sentiment improves impulsively, marking new highs for the year. At the same time, medium-term confidence improves. The movement suggests that this sentiment impulse is tantamount to a kind of liberation blow, which holds out the prospect of further price gains in the coming weeks. However, one should not expect too much in the short term. The high TD index limits the movement in the next 2 weeks.

Further results

  • Equities: Historically strong bias increase for China equities
  • Bonds: US bonds pick up
  • sentix sector sentiment

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

sentix Survey results (44-2022)

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Written by Patrick Hussy | 06 November 2022
Posted in sentix Weekly

Mixed picture - especially internationally

Europe's stock markets have recently been able to make up ground, while the U.S. stock markets look battered. In both cases, lethargy remains a conspicuous element in the equity bias. Currency developments are likely to be to blame for the difference in market reaction. The U.S. dollar is losing favor with investors, especially against the Japanese yen. For the first time since Jan 2021, the bias has fallen below the zero line. There is movement at the currency level.

Further results

  • Bonds: All-time low in overconfidence
  • FX: Movement comes in
  • sentix economix index: Monday, 07th Nov. 2022 at 10:30h CET

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

sentix Survey results (43-2022)

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Written by Patrick Hussy | 30 October 2022
Posted in sentix Weekly

China exasperation

Sentiment on the stock market continues to recover, as it does for bonds. After a long time, fixed-interest securities are being given greater consideration in portfolios. At the same time, the equity bias remains weak, and fundamental confidence is languishing. Surprisingly, equity quotas are being built up despite these reservations. The China complex is conspicuous: there is a clear disenchantment with China equities. Precious metals stand out positively. The currency side could help.

Further results

  • Bonds: A drumbeat on the bond market
  • Precious metals: Better times ahead
  • sentix investor positioning in equities and bonds

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

sentix Survey results (42-2022)

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Written by Manfred Hübner | 23 October 2022
Posted in sentix Weekly

Seasonal factors support

A month ago we took a look at the seasonality of the US equity market after the September futures drop. So far, the US market has followed this pattern. A very friendly phase should lie ahead according to this analogy. The US election cycle is heading in the same direction. From the sentix data, the outlook is not so bullish. Things look better for the bond markets.

Further results

  • Bonds: Marked buy signals
  • FX: US dollar strength should come to an end
  • sentix styles - Investor preferences & behavior

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

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