Zehn Ideen für 2017

Zehn Ideen für 2017

Der Klassiker!

Der sentix Jahresausblick. Bestellen Sie jetzt!

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Finanzmarktausblick 2017

Finanzmarktausblick 2017

Top-Referenten LIVE

Erleben Sie vier hochkarätige Ausblicke auf das Jahr 2017 am 13.01.17 in Oberursel

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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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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 48-2016

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Der Jahresausblick 2017 wirft seine Schatten voraus

Wir arbeiten derzeit intensiv an unseren „Zehn Ideen für 2017“, dem neuen sentix Jahresausblick. Bitte bestellen Sie diesen schon jetzt vor, damit Sie ab Erscheinungstag sofort Zugriff darauf haben. Aus diesem Grund erfolgt keine ausführliche Investmentmeinung. Dennoch ergeben sich für uns heute positive Indikationen für unsere Aktienmärkte, aus dem „Abschluss“ der Wahlunsicherheit in Italien und der günstigen Lage in den TD-Indizes für deutsche und Euroland-Aktien.

Geänderte Einschätzungen: Deutsche Aktien, Euroland Aktien

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

US-Mania - Setback for the Eurozone

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The sentix Economic Indices show as one of the first published leading indicators after the US election a remarkable shift in economic expectations. Investors entirely revise their expectations for the US economy and turn euphoric. Expectations jump by 20.5 points. Another beneficiary of the surprising US election result is Japan. The surge in the US Dollar causes the Japanese Yen to decline which should boost the export-driven economy. While the US, Japan and the sentix Global Aggregate Index benefit, only Europe trails behind. The headline index for the Eurozone slides 3.1 points. The Global Aggregate Index shows a plus of 3.1 points.

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sentix ASR Essentials 48-2016

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Macro expectations bearish for Bunds and EZ versus US equities

The latest sentix survey Economic indices revealed a fall in eurozone economic expectations in December (down 4 points to 8.3) set against a post-US election jump in expectations for the US economy (the largest increase in US expectations in the survey’s history, at 20+ points). Such changes in economic expectations chime with investors’ less positive medium-term strategic bias on Eurozone (EZ) equities (see Chart 6, p3), as well as their negative implied bias on EZ versus US equities. In the case of bonds, economics are also seen as a notably bearish theme for Bunds, albeit investors have become a little less negative on the medium-term outlook for bunds as compared to a week ago (see Chart 9, p4). See Page 2 for charts.

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sentix Investmentmeinung 47-2016

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Gold-Sentiment verbessert, aber nicht gut genug?

Gold-Fans hatten die letzten Wochen nicht viel zu lachen. Entgegen der Erwartung vieler Marktteilnehmer, die bei einem Wahlsieg Trumps mit steigenden Gold-Notierungen rechneten, kam es völlig anders: Die Zinsen stiegen kräftig und Gold kam in der Folge gehörig unter Druck. Aus Sicht der sentix-Daten bestand das Problem jedoch in einem zu bullischen Sentiment vor der Wahl und einer zu offensiven Anlegerpositionierung. In beiden Sphären zeichnet sich eine Verbesserung ab.

Geänderte Einschätzungen: Keine

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

It is high time!

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The closer we approach the December 4th, the more does the Italian referendum occupy the minds of investors. Fears of more trouble in the Eurozone mount as Italy takes the spotlight in our monthly Euro Break-Index (EBI) survey. Surprisingly, Investors do not exclusively pick Italy as a potential exit candidate. Moreover, exit probabilities of many euro member countries are on the rise. Especially France and the Netherlands join ranks with Italy. The sentix EBI increases to 24.1%.

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