sentix Survey results (30-2023)

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Written by Admin sentix | 30 July 2023
Posted in sentix Weekly

Signal of new beginnings in China, lethargy in Europe

The stock market in China is doing something remarkable. The investment professionals in particular are sending a strong signal of departure. Crude oil is also slowly developing momentum: the bias has increased by 12 percentage points in the last 6 weeks. Statistically, this means tailwinds for black gold, especially since the positioning of market participants is still lagging behind. Will this lead to new inflationary pressures? Bond investors are looking to the future with promise. Record bias leads to record long positioning.

Further results

  • Bonds: Record bias leads to record long positioning
  • Crude oil: new boost
  • sentix investor positioning in equities and bonds

Click here for the full report (requires a sentix registration)

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