The Brexit is increasingly becoming a burden

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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.

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End of the holiday period

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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.

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sentix Investmentmeinung 32-2018

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Hoffnungsschimmer für Edelmetall-Fans

In den letzten Monaten hatten Anleger in Gold und Silber wenig Freude. Ein steigender US-Dollar und steigende USD-Kurzfristzinsen sind nicht dazu angetan, den Edelmetallen Unterstützung zu gewähren. Ausgehend vom USD dürfte sich daran auch noch nichts ändern und dennoch bessert sich u.E. das Umfeld.

Geänderte Einschätzungen: Gold, Silber, Öl

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (32-2018)

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Equities: No new quality in Sentiment

The stock sentiment remains bearish without really becoming extreme. At the same time, the bias does not reveal a new quality, especially as the problems in Italy play a greater role. The whole thing has an impact on exchange rates. We measure a negative sentiment impulse at EUR/USD and EUR/JPY. Precious metals attract for a contrary entry. The overconfidence index is low, the carelessness to put on falling silver prices is massive.

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sentix Investmentmeinung 31-2018

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Nur eine Fata Morgana?

Die Anleger haben lange Zeit einen Konjunkturabschwung erwartet. Nun scheint die Angst vor Zöllen abzuebben und es kommt eine neue Perspektive auf. Hat der heiße Sommer an den europäischen Bör-sen eine Fata Morgana erzeugt?

Geänderte Einschätzungen: keine

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

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