sentix Survey Essentials (English)
Folder: 2023 and before
Files:
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Nothing speaks for banks at the moment... - senix indicator in focus
- Uploaded:
- 18.06.19
- File Size:
- 190 KB
Nothing speaks for banks at the moment...
...and there's a chance in that. The sentix sentiment sector for banks reached a value of -2.4 standard deviations in June, one of the lowest values measured by sentix since 2001. From the point of view of the contrary sentiment analysis, such a finding makes us sit up and take notice and in principle expect rising prices.
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Investors rely on the central banks - sentix Indicator in focus
- Uploaded:
- 12.06.19
- File Size:
- 230 KB
Investors rely on the central banks
Even if the bond markets appear technically exhausted in the short term, they are still strongly supported thematically.
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Bund future positioning becomes a risk factor - sentix indicator in focus
- Uploaded:
- 27.05.19
- File Size:
- 274 KB
Since the end of 2016, the positioning of investors has changed massively. Defensive positioning has now turned into the highest long rate since 2008 (!).
The attached analysis shows what this means for investors in the bond market.
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Indicator in focus: Real estate stocks in the spotlight
- Uploaded:
- 16.04.19
- File Size:
- 202 KB
Real estate stocks in the spotlight
The real estate industry is currently strongly represented in public reporting. While tenants in major German cities are focusing on the industry's high profits, investors are rethinking. Sentiment is turning clearly southwards and the relative strength of the sector has also turned strongly. The spotlight into which the sector has fallen doesn't seem to be getting him well.
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Indicator in focus: Oil producers and consumers
- Uploaded:
- 15.03.19
- File Size:
- 203 KB
Oil producers and consumers
Once a month sentix determines the sentiment of investors regarding the most important sectors in Europe. These sentiment data provide information on investors' expectations of individual sectors, but can also be analysed in relation to other sectors. Particularly interesting are sector pairs that have a fundamental connection. Such a link exists between oil producers and tourism stocks.
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Indicator in focus: Mood of crisis
- Uploaded:
- 13.02.19
- File Size:
- 204 KB
Mood of crisis
Looking at the development of investor expectations towards the banking sector, one inevitably recalls the great fi-nancial crisis of 2008. Not only did share prices suffer almost as much in 2018 as they did then. The mood measured by sentix in sector sentiment is also similarly depressive. An interesting constellation for investors with opposing views.
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Indicator in focus: Swiss equities in high spirits
- Uploaded:
- 20.01.19
- File Size:
- 204 KB
Swiss equities in high spirits
Swiss equities have been among the above-average stocks in recent weeks. And this, even though the majority of shares corrected here as well. Nevertheless, the defensive nature of the Swiss stock exchange proved to be conducive to stability. This leads to a very positive investor sentiment.
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Indicator im Fokus: Don't drink and drive!
- Uploaded:
- 16.10.18
- File Size:
- 198 KB
Don’t drink and drive!
Automobile stocks have been among the weak stocks on the European stock markets in recent months. Above all, the discussions about driving bans in Germany and the consequences of the diesel affair burdened the car manufac-turers, especially the German ones. This uncertainty has recently spread to the market as a whole. This has prompt-ed many investors to make their sector mix more defensive. But now the time may have come for a rethink.
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sentix policy barometer: Brexit currently biggest political risk?
- Uploaded:
- 18.09.18
- File Size:
- 165 KB
sentix policy barometer: Brexit currently biggest political risk?
The decided withdrawal of the United Kingdom from the European Union has become the greatest political risk from the point of view of the investors surveyed by sentix in recent months. Increasingly, there are growing signs that there will be no comprehensive new regulation of contractual relations in good time. Even the US president and his trade rhetoric is fading into the background.
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Indicator im Fokus: Is the silver shine coming back?
- Uploaded:
- 12.09.18
- File Size:
- 211 KB
Is the silver shine coming back?
The price of silver has suffered considerably in recent weeks. The troy ounce fell from almost 17 US dollars to just over 14 US dollars. And if you only look at the market price, there is still no end in sight to the downward movement. However, a first glimmer of hope is to be announced from the sentiment.
