Market psychology

Market psychology

The power of emotions

The power of emotions affect prices and trends in the markets.

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Euro Break-up Index

Euro Break-up Index

Will the Euro break-up?

What's the risk that the Euro breaks up? Which country is the most exposed? Whats the routes of infection?

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sentix Community

sentix Community

Take part in our surveys!

Join the sentix Global Investor Survey and improve your trading results!

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First mover advantage

First mover advantage

Be the earliest bird in town...

Know what more than 4500 investors expecting worldwide - almost in real time.

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Sentiment research

Sentiment research

Professionally and accurately!

Weekly analysis of current market sentiment in German and English - for active participants free of charge!

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Broad spectrum

Broad spectrum

Indicators on stocks, bonds, currencies and commodities

Sentiment on stocks, bonds, currencies and commodities - from institutional and private investors!

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sentix Investmentmeinung 20-2016

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There are no translations available.

Positive Aktiensignale im Mai

Überraschend positive Signale haben wir am Wochenende aus dem sentix Global Investor Survey erhalten. Von dem vielzitierten „sell in May“, also der oft im Mai zu beobachtenden Gewinnmitnahmetendenz zum Ende der Dividendensaison, ist in diesem Jahr wenig zu verspüren. Stattdessen zeichnen sich vor allem die institutionellen Anleger durch einen starken Anstieg im Grundvertrauen um 13% aus!

Geänderte Einschätzung: DAX, EuroSTOXX 50

Klicken Sie hier für die aktuelle Investmentmeinung (sentix Registrierung erforderlich)

sentix ASR Essentials 20-2016

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Strengthening strategic bias for equities over bonds

The latest sentix survey suggest investors continue to warm to developed equity markets from a medium-term perspective, but are becoming markedly cooler on bonds (see p3-4). This has seen the gap between strategic bias readings for the EuroSTOXX and Bunds pull further away from its January lows (see Chart 2, p2), implying survey participants favour equities over bonds in the medium-term. However, sentiment towards emerging equity markets as an asset class has weakened in the past month, at the same time as commodity optimism has moderated. It appears that sentiment on both asset classes remains inextricably linked (Charts 3-4, p2).

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Investors insure against insurance stocks

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Negative stock price developments of European insurance companies cause frustration among the investment community. The sentix Sector Sentiment for European insurance stocks falls to a 12-month low in May. A potential buy opportunity could emerge.

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sentix Investmentmeinung 19-2016

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There are no translations available.

Wäre die Technik doch nur besser!

Die sentix-Daten senden positive Signale für die Aktienmärkte. Sowohl das bearishe Sentiment als auch der steigende Strategische Bias (und damit in Summe der Time Differential Index) notieren auf Indexständen, die statistisch positive Aktienreturns erwarten lassen. Dennoch verändern wir unsere Einschätzung (noch) nicht. Denn neben der Saisonalität ist es vor allem die Technische Analyse, die bei DAX und EuroSTOXX 50 uns noch der negativen Einschätzung gewogen machen. Beim S&P 500 liegt die Sache ein wenig anders.

Geänderte Einschätzung: S&P 500

Klicken Sie hier für die aktuelle Investmentmeinung (sentix Registrierung erforderlich)

sentix ASR Essentials 19-2016

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Poles apart on Banks and Real Estate

The latest sentix survey provides a view of investors’ current convictions on European sectors versus the market. A couple of themes emerge. For one thing, sentiment towards commodity-plays such as Basic Resources and Energy continues to improve, albeit investors have become more cautious on Oil’s medium-term prospects. For another, pessimism is still the dominant theme on Financials, with sentiment readings on Insurance hitting a 12-month low and readings on Banks versus the market firmly entrenched at the low-end of their historic range. This provides a stark contrast to the investor optimism that is evident on the Real Estate sector, with sentiment readings nearing their 2012 highs. Investor sentiment is poles apart on Banks and Real Estate. See p2 for charts.

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