sentix Investmentmeinung 49-2017

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Written by Manfred Hübner | 11 December 2017
Posted in sentix Weekly

There are no translations available.

Overconfidence und Erinnerungen an 2015

Markante Daten finden sich aktuell in der sentix-Datenbank. Diese wecken Erinnerungen an das Jahresende 2015 – und an einen unglücklichen Start ins Jahr 2016. Wiederholt sich die Geschichte? Das wäre zumindest für die meisten Anleger eine faustdicke Überraschung, denn scheinbar spricht alles für Aktien und gegen Bonds.

Geänderte Einschätzungen: US Bonds, S&P 500, Gold

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sentix ASR Essentials 49-2017

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Written by Manfred Hübner | 10 December 2017
Posted in sentix Weekly

Energy optimism burning less brightly

The recent OPEC deal to extend productions cuts has done little to bolster investor sentiment towards energy. In the case of crude oil, both near-term sentiment and readings based on investors’ medium-term strategic bias have further retreated from recent highs. In terms of oil sentiment, it appears to have been a case of buy the rumour sell the fact on OPEC. At the same time, optimism on the European energy sector relative to the market has sharply reversed from the five-year highs recorded a month ago. Investor optimism on energy related plays is weakening. See pages 2 and 3 for charts.

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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

There are no translations available.

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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