sentix Jahresausblick 2023

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Market psychology

Market psychology

The power of emotions

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

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sentix Community

sentix Community

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

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First mover advantage

First mover advantage

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Sentiment research

Sentiment research

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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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The latest sentix economic data improve again and surprisingly significantly. Investors are spreading hope that thanks to mild winter weather, sufficient gas in storage and a possible peak in inflation data, the economic down-turn has also passed its zenith. Internationally, there are also more moderate tones from the US Federal Reserve, which is holding out the prospect of "only" 50 basis points of interest rate increases in December. And in China, the protests finally seem to point to an end to the restrictive Corona measures. So will the recession end before it has really begun?

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sentix Survey results (48-2022)

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Inglorious bias development

The development in the strategic bias should be seen as a harbinger of a latent willingness to sell. Recently, investors have reduced their underinvestment and allowed themselves to be lured into the market by the price recovery. This can be observed not only in German equities, but is a broad-based phenomenon. “Buying without real conviction" could become a problem for the stock markets by the turn of the year at the latest.

Further results:

  • Equities: First signs of overconfidence
  • FX: Yen story gains contour, EUR/USD is limited
  • sentix economic index: Monday, 05th Dec. 2022 at 10:30h CET

Click here for the full report (requires a sentix registration)

sentix Survey results (47-2022)

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Change of preference in 2023?

In 2022, a major rethink took place in the investor camp. The significant rise in interest rates over the course of the year has contributed significantly to this. Bonds are now considered much more attractive than equities at the strategic level. So far, however, this is only moderately reflected in the relative performance of equities to bonds. For 2023, however, this change in preference could still have an effect.

Further results

  • Equities: High TD values slow down
  • Bonds: Basic confidence remains intact
  • FX: Yen bias buckles again
  • sentix investor positioning in equities and bonds

Click here for the full report (requires a sentix registration)

sentix Survey results (46-2022)

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Letting off steam after the sentiment pulse

After the annual high in sentiment for U.S. stocks to the previous week there is now "letting off steam". The data had already signaled that a consolidation is likely. Now the focus is on whether a continuation of momentum can succeed. So far, the sentiment data are developing in an exemplary manner, but the bias is losing momentum again. Internationally, there are major differences. The whole thing is still on shaky ground. The situation on the bond market is different.

Further results

  • Equities: China increasingly convincing
  • Bonds: Long investment horizon, positive bias
  • sentix styles - Investor preferences & behavior

Click here for the full report (requires a sentix registration)

sentix Survey results (45-2022)

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Mood impulses across the board

The past week brought a number of sentiment boosts, including for equities: Sentiment improves impulsively, marking new highs for the year. At the same time, medium-term confidence improves. The movement suggests that this sentiment impulse is tantamount to a kind of liberation blow, which holds out the prospect of further price gains in the coming weeks. However, one should not expect too much in the short term. The high TD index limits the movement in the next 2 weeks.

Further results

  • Equities: Historically strong bias increase for China equities
  • Bonds: US bonds pick up
  • sentix sector sentiment

Click here for the full report (requires a sentix registration)

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