sentix Survey results (12-2022)

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Written by Patrick Hussy | 27 March 2022
Posted in sentix Weekly

Weak bias is a problem

The strategic bias for equities in the eurozone has fallen to its lowest level since July 2020, with investors interpreting the price recovery in the indices as an opportunity to reduce their positions. As pessimism in sentiment has given way at the same time, price risks are emerging on the stock market. The situation is reversed on the U.S. bond market, where countercyclical buy signals are increasingly appearing. Crude oil prices could fall and thus provide relief for inflation fears.

Further results

  • US-Bonds: Buying opportunity displayed
  • Commodities: Crude oil ticked off
  • sentix investor positioning in equities and bonds

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

sentix Survey results (11-2022)

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Written by Manfred Hübner | 20 March 2022
Posted in sentix Weekly

Investor irritation increases

Early start or false start? That is the question currently being asked of Euroland equities, because the strength of stocks before the March futures expiry on Friday is unusual. Usually, stocks rise after the expiry into the "strong" April month. It is unlikely to be that easy in 2022. For just as unusual as the seasonal pattern is the sentix data situation at present. The signs point to continued unrest.

Further results

  • FX: Euro recovery likely to be weak
  • Precious metals: Consolidation continues
  • sentix styles - Investor preferences & behavior

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

sentix Survey results (10-2022)

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Written by Manfred Hübner | 13 March 2022
Posted in sentix Weekly

Sentiment still supports

After the very negative sentiment extreme on the stock market, prices were able to recover somewhat. Sentiment remains depressed, but this creates opportunities in line with a contrarian sentiment strategy. However, the weak development in the strategic bias weighs on the picture. Meanwhile, greater risks are also indicated for gold bulls. Here, too, there is an unfavourable development in fundamental confidence.

Further results

  • FX: Euro opportunities grow
  • Gold: Risks for the gold bulls
  • sentix Sector Sentiment: Ukraine crises with major impact

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

sentix Survey results (09-2022)

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Written by Manfred Hübner | 06 March 2022
Posted in sentix Weekly

Investors in panic mode

The past week saw a significant rise in investor fears of a widening of the Ukraine conflict and major economic dislocations. We measure a multitude of all-time highs or lows in our data! At the same time, investors have also reduced their portfolio risks. Professionals are similarly cautiously positioned as they were at the time of the Corona Crash in March 2020. Will we see a similar recovery process?

Further results

  • Crude oil: Euphoria
  • Gold: Sentiment as last seen in 2011
  • sentix economic index: Monday, 07th March 2022 at 10:30 CET

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

sentix Survey results (08-2022)

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Written by Patrick Hussy | 27 February 2022
Posted in sentix Weekly

Signs of life

The equity bias (here USA) sends a sign of life once again for a long time, while equity sentiment remains downbeat. At the depressed price levels, more investors are now declaring their willingness to buy stocks. The investment degrees of the institutional ones prove: The now strong underinvestment opens up clear potential for a price recovery. U.S. bonds are also showing a similar sign of life, with their bias rising significantly.

Further results

  • Equities: Signs of life
  • US-Bonds: Signs of life
  • Commodities: TD-Extreme on the top
  • sentix investor positioning in equities and bonds

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

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