sentix Survey results (43-2019)

Written by Manfred Hübner | 27 October 2019
Posted in sentix Weekly

Good mood in the short-term

The mood on the stock markets has improved significantly in recent weeks and has reached a level that has rather marked upper turning points in the last 18 months. A closer look at the data reveals a relatively low number of bulls. In other words, many neutrally tuned investors are behind the good mood. And that in turn usually means a rising volatility!

Stress until Christmas?

Written by Manfred Hübner | 22 October 2019
Posted in sentix Weekly

A month ago, we discussed the development of German equities in the strategic bias and the question of whether a negative Q4 development like 2018 could be repeated in 2019. So far, the development in the bias has diverged so strongly that there is little to suggest a repetition of the weak share price development. The situation is different for bonds!

Read more here (sentix registration necessary)

sentix Survey results (42-2019)

Written by Patrick Hussy | 20 October 2019
Posted in sentix Weekly

Investors go into advance payment

Is an unregulated Brexit coming or is the economy picking up? The news remains uncertain, but investors are deciding: the stock bias is on the rise, safe investment havens such as gold and bonds are suffering a loss of confidence. Currencies are also on the move: The bias at EUR/USD is pointing upwards and is thus going into advance performance, positioning and exchange rate should follow soon.

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

Greater reversal in sector trends?

Written by Manfred Hübner | 15 October 2019
Posted in sentix Weekly

Since August, something has been happening in the relative strength of the sectors. The winners of the last 18 months, pharmaceuticals and food, are weakening. And the weak automotive and banking sectors can improve. Will there be a sustainable turn now?

Read more here (sentix registration necessary)

sentix Survey results (41-2019)

Written by Manfred Hübner | 13 October 2019
Posted in sentix Weekly

Sentiment impulses

The ups and downs of the stock markets are usually based on the dynamics of the economy as measured by the sentix economic situation indices. The strength of this dynamic is often due to the trend in interest rates. Since the beginning of 2018, however, equities have decoupled themselves in a special way from economic momentum. The reason: only parts of the economy have been in recession so far and interest rates are well below 0%. Does this carry stocks any further?

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