sentix ASR Essentials 47-2017

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Interesting developments in bonds, equities and oil

The latest sentix survey throws up several interesting developments across assets. In the case of bonds, high levels of ‘neutrality’ on the near-term outlook for bunds suggest potential for a pick-up in implied bond volatility from current low levels. In the case of equities, optimism on indices such as the EuroSTOXX is again rising, though at the same time investors have become a little less positive in terms of their medium-term strategic bias. This is likely not being helped by the equity implications of their more positive strategic bias on the euro versus US dollar. In commodities, growing investor oil optimism ahead of this week’s OPEC meeting is set against a less positive view of the medium-term outlook. See Charts 2-4, p2.

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