27 August 2023
Posted in
sentix Weekly
Negative sentiment supports
Sentiment for equities remains poor. Even though sentiment has improved somewhat, short-term skepticism dominates. This is particularly pronounced for China equities. This gives rise to short-term opportunities for a recovery. Bonds are suffering from the high attractiveness of short maturities. Memories of 2006-2008 are awakening. In gold and EUR-USD, there are interesting divergences between strategic bias and investor behavior.
Further results
- Bonds: Short maturities are irresistible
- Gold: Positioning helps
- sentix investor positioning in equities and bonds