sentix Survey results (01-2019)

Written by Patrick Hussy | 06 January 2019
Posted in sentix Weekly

"Caution Overconfidence" for Oil Bears

The relief over the recovery on the stock markets is great, in sentiment the pessimism disappears completely. On the positive side, investors are expanding their medium-term confidence somewhat. The process is only just beginning and could be nipped in the bud at any time. We are also receiving very strong data on the yen and the precious metal track. In addition, there was a lot of overconfidence at the turn of the year.

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sentix Investmentmeinung 52-2018

Written by Patrick Hussy | 02 January 2019
Posted in sentix Weekly

Ungewöhnliches Positionierungsverhalten zum Jahreswechsel

Der Jahresausklang 2018 an den Börsen war turbulent. Eine solch ausgeprägte Schwäche bei Aktien hatten wohl die wenigsten auf der Rechnung. Die Portfolien wurden auf Krisenmodus angepasst, die jahresend-typische Benchmark-Annäherung unterblieb. Dies dürfte den Jahresauftakt entscheidend prägen.

Geänderte Einschätzungen: DAX, Nasdaq 100, Bund-Future, US-Treasury-Future, USD/JPY

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (52-2018)

Written by Patrick Hussy | 30 December 2018
Posted in sentix Weekly

Silvester Edition

Silver and gold shine in the firmament at the end of 2018. Sentiment knocks at the upper extremes, the bias in gold still keeps pace with exuberance, so the current movement should be sustainable. Equity sentiment is also recovering slightly. Otherwise there are only slight emotional polarizations at the end of the year. This is precisely why it is worth taking a look at the unusual positioning behavior at the turn of the year.

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sentix Survey results (51-2018)

Written by Patrick Hussy | 23 December 2018
Posted in sentix Weekly

Christmas Edition

Silent Christmas - no chance! Strong extremes of sentiment are occurring in rows on many markets and asset classes. This applies not only to stock sentiment, but also to precious metals in particular. The mood at silver marks an all-time high! Conversely, we measure a 26-week low in the sentix mood barometer for crude oil. Merry Christmas!

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sentix Investmentmeinung 50-2018

Written by Patrick Hussy | 17 December 2018
Posted in sentix Weekly

Gerüstet für eine US-Dollar-Schwäche

Der Jahreswechsel steht an, vieles befindet sich im Umbruch. So fällt auch dieser Tage eine zunehmende Abkehr der Anleger zum US-Dollar auf. Dieser wird im dynamischen Anstieg des Strategischen Bias sichtbar und sollte die Währungsmärkte in den kommenden Monaten entscheidend prägen.

Geänderte Einschätzungen: keine

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)