Party without atmosphere

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We observe a very rare phenomenon at sentix: the US stock markets are going up, the Nasdaq is climbing from one all-time high to the next - only the enthusiasm of investors is missing. The reasons are "fundamental".

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Automobiles and banks - two unloved sectors

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In recent weeks, two sectors in particular have made negative headlines: the automobiles industry and the banking sector. In both cases, these are coming from home-grown problems of individual companies as well as from a specific political component. Both together has strongly depressed investor sentiment in the sectors, resulting in an interesting constellation for contrary investors.

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Sentiment comeback of the US dollar

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The US dollar has made a respectable comeback in the last four weeks. Against the euro, the greenback appreciated by around 6 cents and also strengthened against the Japanese yen. This has significantly changed the mood, as measured by the sentix sentiment. In the short term, investors are not as bullish for the dollar as they have been since the end of 2016.

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Oil and oil stocks are running hot

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The uncertainties in the Gulf region, which continue to be fueled by the termination of the Iran nuclear agreement by the USA, and the sharp rise in prices are leaving their mark on investors' sentiment. Investor sentiment on oil has reached its highest level since the end of 2016, and oil shares are also in high demand. But here, too, we are now measuring euphoric trends in the sector sentiment. A contrary chance is looming!

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sentix policy barometer: Geopolitics burdened

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sentix policy barometer: Geopolitics burdenedPolitical risks are again rated significantly more negatively by investors. The sentix policy barometer fell by 0.11 points in April to -0.59. This is the lowest value since the start of the survey in April 2017. No wonder, since at the time of the survey the Syrian conflict was on the verge of a dramatic escalation.

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