sentix Survey results (27-2019)

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Written by Patrick Hussy | 07 July 2019
Posted in sentix Weekly

Bond overconfidence risk on the rise, focus on Italy

The focus is on Italian bonds. Sentiment is positive for the first time since recording began. The all-time high makes you prick up your ears! At the same time, medium-term confidence is clearly eroding (bias -8 percentage points, not shown), so the overall vote is negative: The balance of both indicators, which is reflected in the time difference index, reaches a 26-week high of +28 points. BTP have to release hot air and are forced into consolidation.

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Investors still relatively defensively positioned in equities

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Written by Manfred Hübner | 01 July 2019
Posted in sentix Weekly

Investors still relatively defensively positioned in equities

In June, equities in the eurozone gained significantly in value. Can this rally carry on?

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sentix Survey results (26-2019)

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Written by Manfred Hübner | 30 June 2019
Posted in sentix Weekly

Gold positioning now relatively bullish

In recent weeks, investor interest in gold has increased significantly. The rise in prices reflects the purchases of investors, who have finally followed their positive basic convictions of recent weeks. In the short term, this exhausts the price potential. The strategic bias remains strong, but the portfolios are now invested in favour of gold. An interim consolidation, triggered by profit-taking, could then prepare a positive continuation of the trend.

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Seasonally July is more exciting than May

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Written by Manfred Hübner | 24 June 2019
Posted in sentix Weekly

Saisonal ist der Juli spannender als der Mai

Die DAX-Saisonalität entspricht in diesem Jahr relativ gut der typischen Saisonalität. Während in den Medien meist der Mai als Verkaufsmonat diskutiert wird, ist der Juli der viel spannendere Monat.

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sentix Survey results (25-2019)

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Written by Manfred Hübner | 23 June 2019
Posted in sentix Weekly

Bullish US equity sentiment

With the achievement of new all-time highs in the S&P 500 Index, the mood has also changed fundamentally. Whereas at the beginning of June we were still able to measure high pessimism and diagnose a buying opportunity, sentiment is now as high as it was in September 2018, for example. sentix sentiment signals are to be captured much more clearly than, for example, a mood derived from the put call ratio. We will show below how we assess US equities.

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

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