The Brexit is increasingly becoming a burden

Written by Manfred Hübner | 16 August 2018
Posted in Special research

Since the beginning of the year, investors have perceived political issues as clearly weighing on the stock markets. So far, geopolitical issues and US President Trump have been the main influences. Despite the Turkish crisis, the sentix policy barometer has not deteriorated in this respect. But another topic is moving ever stronger - and negative! - into focus.

Read more...

End of the holiday period

Written by Manfred Hübner | 14 August 2018
Posted in Special research

With the end of the holiday season in Central Europe, investors are also rethinking their minds. Medium-term ex-pectations for shares in the travel and leisure sector are falling significantly. This creates a sales readiness that speaks for an upcoming relative weakness of the sector.

Read more...

Party without atmosphere

Written by Patrick Hussy | 16 July 2018
Posted in Special research

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".

Read more...

Automobiles and banks - two unloved sectors

Written by Manfred Hübner | 13 June 2018
Posted in Special research

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.

Read more...

Sentiment comeback of the US dollar

Written by Manfred Hübner | 23 May 2018
Posted in Special research

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.

Read more...