sentix Survey results (02-2019)

Written by Patrick Hussy | 13 January 2019
Posted in sentix Weekly

Waiting for the Brexit parliamentary vote

Sentiment on the stock markets is hardly changing. The bias does not show any new life energy either. Investors are waiting for the Brexit vote in the British parliament. Emotions are showing strength on the currency side. The US dollar is under fire. The high neutrality on the US bond market is conspicuous. A directional decision and a large movement are to be expected from this.

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sentix Investmentmeinung 01-2019

Written by Manfred Hübner | 08 January 2019
Posted in sentix Weekly

Mehr als ein Pullback?

Wie von uns erwartet gestaltet sich der Jahresauftakt 2019 freundlicher, als es der schwache Ausklang 2018 vermuten ließ. Hierzu trägt die defensive Positionierung der Marktteilnehmer bei. Handelt es sich bei der aktuellen Entwicklung nur um einen Pullback oder kann da mehr kommen?

Geänderte Einschätzungen: DAX, Nasdaq

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sentix Survey results (01-2019)

Written by Patrick Hussy | 06 January 2019
Posted in sentix Weekly

"Caution Overconfidence" for Oil Bears

The relief over the recovery on the stock markets is great, in sentiment the pessimism disappears completely. On the positive side, investors are expanding their medium-term confidence somewhat. The process is only just beginning and could be nipped in the bud at any time. We are also receiving very strong data on the yen and the precious metal track. In addition, there was a lot of overconfidence at the turn of the year.

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sentix Investmentmeinung 52-2018

Written by Patrick Hussy | 02 January 2019
Posted in sentix Weekly

Ungewöhnliches Positionierungsverhalten zum Jahreswechsel

Der Jahresausklang 2018 an den Börsen war turbulent. Eine solch ausgeprägte Schwäche bei Aktien hatten wohl die wenigsten auf der Rechnung. Die Portfolien wurden auf Krisenmodus angepasst, die jahresend-typische Benchmark-Annäherung unterblieb. Dies dürfte den Jahresauftakt entscheidend prägen.

Geänderte Einschätzungen: DAX, Nasdaq 100, Bund-Future, US-Treasury-Future, USD/JPY

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (52-2018)

Written by Patrick Hussy | 30 December 2018
Posted in sentix Weekly

Silvester Edition

Silver and gold shine in the firmament at the end of 2018. Sentiment knocks at the upper extremes, the bias in gold still keeps pace with exuberance, so the current movement should be sustainable. Equity sentiment is also recovering slightly. Otherwise there are only slight emotional polarizations at the end of the year. This is precisely why it is worth taking a look at the unusual positioning behavior at the turn of the year.

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