sentix Survey results (15-2020)

Written by Manfred Hübner | 12 April 2020
Posted in sentix Weekly

Easter edition

We wish all sentix friends and their families Happy Easter! Stay healthy and confident!

On behalf of the entire sentix team

Manfred Hübner and Patrick Hussy

Further topics:

• Equities: Strategic confidence is plummeting
• Bonds: Only halfway through
• Gold: Further increase in strategic bias
• sentix Sector sentiment

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

sentix Survey results (14-2020)

Written by Manfred Hübner | 05 April 2020
Posted in sentix Weekly

Better on two feet

The situation on the international financial markets remains bleak. The news about the corona virus is dominating the day's events, and the economic lockdown is leading to great uncertainty. But on the financial markets it is not (only) the present that counts, but what comes into focus next. On the one hand, there is the very expansive fiscal policy (bond market strained). On the other hand there is the hope for an end to the lockdown!

Further topics:

• Bonds: Basic trust erodes further
• Oil: Further increase in bias
• sentix Economic index: Monday, April 6^th 2020, 10.30 a.m. CEST

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

Contrarian opportunities with crude oil

Written by Manfred Hübner | 31 March 2020
Posted in sentix Weekly

Crude oil has been in free fall in recent weeks. The Brent spot price has not fallen by 50% within a month since 1983. What does this mean for investors?

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sentix Survey results (13-2020)

Written by Admin sentix | 29 March 2020
Posted in sentix Weekly

Professionals are on the brakes

The main finding from investor behavior this week is that the strategic bias is eroding for many equity markets. This is particularly striking for US equities. Only the China bias is resisting this gravity. A historical comparison shows that these different developments have occurred again and again, and even out of time. This will also be the case in the Corona crisis. In the end, China is not an island either.

• Equities: Is China an island?
• Oil: The new perception of value is confirmed
• sentix investor positioning in equities and bonds

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

April, April

Written by Manfred Hübner | 24 March 2020
Posted in sentix Weekly

"Just an April Fool's joke" - how we would like to say that this year in relation to the Corona virus. But the virus, and even more so the economic effects are unfortunately absolutely real. Will April now bring the hoped-for reversal of the equity market?

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