sentix Survey results (34-2018)

Written by Manfred Hübner | 26 August 2018
Posted in sentix Weekly

There is a lack of basic conviction

US equities remain relatively strong. But the spark is not to be ignited, investor sentiment remains subdued. This is also due to a lack of basic conviction. The Strategic bias is surprisingly tipping over to many markets. In the special analysis we examine how investors are currently positioning themselves in equities. In the currency field, on the other hand, the euro is making new friends at the strategic level. Also to Brent the basic conviction increases. 

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sentix Investmentmeinung 33-2018

Written by Manfred Hübner | 20 August 2018
Posted in sentix Weekly

Eine Frage der Breite

In unserer Sonntagsanalyse haben wir die These aufgestellt, dass speziell zu US-Aktien Sorglosigkeit vorherrscht. Dabei messen wir doch kurzfristigen Pessimismus und der Strategische Bias steigt leicht. Sind dies nicht eigentlich positive Vorzeichen? Wir schauen genauer hin.

Geänderte Einschätzungen: Nasdaq, Emerging Markets Bonds

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (33-2018)

Written by Manfred Hübner | 19 August 2018
Posted in sentix Weekly

Careless with US stocks

Although the past week was anything but news poor, this changed neither investor sentiment nor investors' basic convictions about equities. Instead, this form of stability is surprising, but in our opinion, it rather points to a certain form of ignorance. Above all, US stocks are regarded too calmly. US bonds, on the other hand, offer opportunities. The EM crisis is not over yet, at least not for the shares.

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sentix Investmentmeinung 32-2018

Written by Manfred Hübner | 13 August 2018
Posted in sentix Weekly

Hoffnungsschimmer für Edelmetall-Fans

In den letzten Monaten hatten Anleger in Gold und Silber wenig Freude. Ein steigender US-Dollar und steigende USD-Kurzfristzinsen sind nicht dazu angetan, den Edelmetallen Unterstützung zu gewähren. Ausgehend vom USD dürfte sich daran auch noch nichts ändern und dennoch bessert sich u.E. das Umfeld.

Geänderte Einschätzungen: Gold, Silber, Öl

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (32-2018)

Written by Patrick Hussy | 12 August 2018
Posted in sentix Weekly

Equities: No new quality in Sentiment

The stock sentiment remains bearish without really becoming extreme. At the same time, the bias does not reveal a new quality, especially as the problems in Italy play a greater role. The whole thing has an impact on exchange rates. We measure a negative sentiment impulse at EUR/USD and EUR/JPY. Precious metals attract for a contrary entry. The overconfidence index is low, the carelessness to put on falling silver prices is massive.

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