26 September 2021
Posted in
sentix Weekly
Hectic post-election week likely
While last week the focus was on China and the bankruptcy of the real estate company Evergrande, the discussion of the Bundestag election results is likely to move people's minds in the coming week. Traditionally, the post-election week is rather negative. Uncertainties about future politics are not bullish for the DAX, but nevertheless did not usually prevent a positive performance in Q4.
Further results:
- Bonds: Institutionals are bearish
- Crude oil: Unseasonably rising underlying confidence
- sentix investor positioning in equities and bonds