sentix Survey results (44-2024)

Written by Patrick Hussy | 03 November 2024
Posted in sentix Weekly

Pessimism returns quickly

Within two weeks, investors' euphoria on the stock market has faded and even turned into slight pessimism. It still seems too early for an anti-cyclical entry. The bond market in particular is proving to be a spoilsport. The declining bond prices are being acknowledged by a falling bias. This is likely to be a stress test for offensive bond portfolios. The expected consolidation in precious metals is also taking shape.

Further results

• Equities: Overconfidence for US technology stocks
• Bonds: Stress test
• sentix economic index: Monday, 04th Nov. 2024 at 10:30 AM CET

Click here for the full report

Germany's crisis is not shocking

Written by Manfred Hübner | 03 November 2024
Posted in sentix Economic News

The news is coming thick and fast in Germany at the moment. It has taken a long time for the economy and the media to wake up and increase the pressure on politics. Perhaps it is the hope that this will lay the groundwork for better times ahead. In any case, even the German economic data is improving a little. The composite index for Germany rose by 1.7 points. For the euro zone, this also means a slight recovery in the overall index to -12.8 points. Investors are also optimistic about the US economy in view of the upcoming US presidential elections, with the overall index rising for the third time in a row. China, on the other hand, still has to prove itself.

Read more...

sentix Survey results (43-2024)

Written by Manfred Hübner | 27 October 2024
Posted in sentix Weekly

Very weak basic trust in US bonds

The stock markets are going through a mood damper. The bulls are getting cold feet and pulling back. The sentiment development is still compatible with an intermediate correction in the intact uptrend. However, the strategic fundamental trust should not erode further. This is already the case for bonds. And also for gold, at least the fundamental trust relative to positioning is too weak.

Further results

• Equities: Sentiment on the decline
• Gold: Missing bias support
• sentix investor positioning in equities and bonds

Click here for the full report

sentix Survey results (42-2024)

Written by Admin sentix | 20 October 2024
Posted in sentix Weekly

From overconfidence to euphoria

The sentiment indicators on the stock markets are showing euphoria. As a result, the risk parameters are deteriorating - especially for the DAX. In addition to high overconfidence, the position risk is also increasing significantly! There are also signs of exuberance on the crypto market. According to Bitcoin sentiment, the desire to speculate is extremely high. Investors are also rejoicing in silver. However, this reflects the characteristics of a sentiment impulse that holds out the prospect of further price gains.

Further results:

• Silver: Cheers and mood impulse
• Bitcoin: Like four weeks ago
• sentix Styles - Investor preferences & behavior

Click here for the full report

sentix Survey results (41-2024)

Written by Patrick Hussy | 13 October 2024
Posted in sentix Weekly

Make Americas S&P 500 greater again

Sentiment for US equities is great, but medium-term confidence is even higher: at +31 percentage points, the strategic bias is at its highest level since December 2020. Investors can't seem to get enough of the S&P 500's record highs. The trend is fuelled by US technology stocks. The temporary aversion from the summer months is no longer much in evidence here. There is also an all-clear signal for gold.

Further results:

• Further resultsGold: Basic confidence catches on at a high level
• Crude oil: Rise could continue
• sentix sector sentiment