02 March 2025
Posted in
sentix Weekly
Cautious reaction after the Bundestag election
The reaction of investors after the German Bundestag election is now available: The medium-term bias for German equities has increased slightly, but still remains below the zero line at -4 percentage points. Sentiment remains depressed at the same time, so it should be noted that the potential new German government has not yet generated any optimism among investors. Instead, the first loser of the election is emerging: bonds are being penalised.
Further results
- Bonds: The election losers - imminent danger!
- Precious metals: Asset class develops constructively
- sentix investor positioning in equities and bonds
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