sentix Survey results (09-2023)

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Written by Patrick Hussy | 05 March 2023
Posted in sentix Weekly

China convincing, the rest not

Things are looking good for the Chinese stock market: The strategic bias is rising significantly again and ending its breather. This can be observed even more strongly among investment professionals. This is in clear contrast to the bias development for the other equity markets, which all reflect weak underlying confidence - despite rising/stable equity prices. In the case of bonds, the contrarian signals are increasing. High pessimism is accompanied by high overconfidence.

Further results:

  • Bonds: The buy signals are increasing
  • EUR/USD: Vola announcement
  • sentix economic index: Monday, 06th March 2023 at 10.30 AM CET

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

sentix Survey results (08-2023)

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Written by Patrick Hussy | 26 February 2023
Posted in sentix Weekly

Rising Vola indicated

Medium-term confidence in equities continues to crumble, with investors taking refuge in the neutral camp. For the Japanese Nikkei 225, we measure the highest level in the Super Neutrality Index since January 2022, which suggests rising volatility on the equity markets.
Bonds could benefit from this. Their best wild card is the TD index. Silver also puts an exclamation mark despite the ongoing price weakness!

Further results

  • Bonds: TD index as a wild card
  • Silver: Exclamation mark despite price weakness!
  • sentix investor positioning in equities and bonds

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

sentix Survey results (07-2023)

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Written by Manfred Hübner | 19 February 2023
Posted in sentix Weekly

Seasonal weakness ahead

Before the start of a seasonal weak phase, sentix sentiment data sends contradictory signals. Basic strategic confidence is falling, paving the way for profit-taking. Sentiment, on the other hand, is as bad as it usually is at the end of corrections. Investors are well advised not to take too much risk.

Further results

  • Bonds: Negative sentiment
  • FX: Euro and Yen signals
  • sentix styles - Investor preferences & behavior

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

sentix Survey results (06-2023)

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Written by Patrick Hussy | 12 February 2023
Posted in sentix Weekly

Equity Sentiment wobbles around

The stock sentiment does not provide a clear trend at the moment and is hovering around the zero line. At the same time, the bias is eroding, which does not bode well for the upcoming expiration week. Clearly better develops the investor behavior on the commodity side. In addition to crude oil, silver in particular looks very good. The TD index gives a new buy signal.

Further results:

  • Crude oil: Constructive
  • Silver: TD buy signal
  • sentix sector sentiment

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

sentix Survey results (05-2023)

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Written by Manfred Hübner | 05 February 2023
Posted in sentix Weekly

Strategic irritation with bonds on the rise

The markets have coped surprisingly well with the interest rate hikes by the US Federal Reserve and the ECB, both to the expected extent. This is also due to the fact, as the sentix Theme Barometer shows, that the pressure from the central banks currently seems to be easing. But while some seem to confuse the end of interest rate hikes with interest rate cuts, the sentix Inflation Barometer shows that a real all-clear cannot yet be given for inflation.

Further results:

  • Equities: Positive development in the US equity bias
  • FX: Euro bias dips
  • sentix Economic Index: Monday, 06.02.2023, 10.30 a.m.

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

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