sentix Survey results (23-2020)

Written by Patrick Hussy | 07 June 2020
Posted in sentix Weekly

No cheers for economic stimulus, ECB and price jumps

For almost two years now, there has been a marked discrepancy in EUR/USD between private and institutional investors: Since then, the professionals have been much more positive about the Euro in the medium term. Thus, even at the current edge, they are showing greater basic confidence in EUR/USD, while private investors are only slowly venturing out of cover. The currency trend is having a positive effect on European stocks. But surprisingly, the stock market sentiment remains in the basement.

Further topics:

• Equities: Investors lower their thumbs for the medium term
• FX: The euro on the upswing of institutional investors
• sentix economic index, Monday 08th June 2020 on 10:30 AM CET

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sentix Survey results (22-2020)

Written by Patrick Hussy | 31 May 2020
Posted in sentix Weekly

Lack of confidence

Sentiment for US equities has further neutralized and now marks the highest level since mid-February 2020 (market high in the S&P 500). One of the minimum conditions for an end to the recovery movement has thus been met. Although the slight underinvestment in the market still provides support, the lack of medium-term confidence for equities is increasingly becoming a burden.

• Equities: China is not a paragon
• Crude Oil: Instis plan to turn off the oil cock again
• Precious metals: Gold good, silver better

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sentix Survey results (21-2020)

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

All-time high for Bitcoins

The corona crisis is really throwing the economy and our society into turmoil. An age of "disruption" seems to have arrived. Obviously, investors also expect major changes in our monetary system. On the one hand, gold benefits from this, as a traditional "safe haven" in currency crises. What is new is that digital currencies are also coming into focus. The basic strategic confidence for Bitcoins is rising to an all-time high!

• Equities: brighter sentiment
• FX: Basic confidence in the pound declines
• Commodities: Oil remains attractive
• sentix investor positioning in equities and bonds

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Are crude oil prices surprisingly positive in summer?

Written by Manfred Hübner | 20 May 2020
Posted in sentix Weekly

For the bulls in the crude oil market there was not much reason to be happy in 2020. Not only in the wake of the Co-rona crisis did prices come under heavy pressure. There was even a "singularity" in the US oil grade WTI at the end of April, when prices fell below the USD 0 mark on one day. But now there are signs of a chance of recovery.

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sentix Survey results (20-2020)

Written by Manfred Hübner | 17 May 2020
Posted in sentix Weekly

Surprisingly bad sentiment

In the course of the week, the correction in equities has created an interesting constellation of sentiment. The sentiment values are tilting downwards again, the bias is holding its ground. In this issue we look at what this means. Equally interesting is the development of the strategic bias in EUR-USD. This is likely to put pressure on the positioning of investors who are currently positioned per euro in the long term. New lows in EUR-USD are therefore more likely.

• FX: Selling pressure on the euro expected
• Gold: Trend remains intact
• sentix styles - Investor preferences & behavior

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