sentix Investmentmeinung 04-2018

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US-Aktien-Risiken bleiben stark erhöht

Noch immer zeigen die Aktienmärkte in den USA keine Reaktion, obwohl die Risiko-Analyse immer stärkere Signale sendet. Das Research-Portfolio steht in den letzten Wochen unter Druck, doch die Analyse der sentix-Daten spricht weiter dafür, an den Positionen festzuhalten. Bei EUR-JPY bauen wir unsere Positionierung sogar weiter aus.

Geänderte Einschätzungen: EUR-JPY

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