18 August 2024
Posted in
sentix Weekly
The fear has vanished
The fear of an equity crash has evaporated. The vehemence of the price rise in many stock indices has made a strong impression on investors (and on us). In this country, fear - as measured by sentix sentiment - was considerably high. The US data from the AAII, on the other hand, only fell to a neutral level. Have Americans simply remained cool or is there still an episode to come? In any case, the extreme dissonance between macro developments (sentix economic indices) and confidence on the stock market (bias) is still there.
Further results
- Bonds: Strong bias for Bund & UK Gilts
- EUR/JPY: Exchange rate burden ahead
- sentix Styles - Investor preferences & behavior