29 September 2024
Posted in
sentix Weekly
The China party continues
The mood on the stock markets has improved significantly. We measure the highest optimism for US equities this year. Investors are also acting accordingly bullish. The equity ratios have also increased. This is likely to dampen the short-term price outlook. We experienced a bang over the course of the week for Chinese equities. Here, we measure an increase in sentiment of 42 percentage points, more than ever before in a week.
Further results
- Bonds: attractiveness is waning across the entire curve
- Silver: the China party continues
- sentix investor positioning in equities and bonds