Neuer Kompendiumsbeitrag: sentix Laufzeit-Präferenz Index

Written by Manfred Hübner | 03 June 2014
Posted in Database news

There are no translations available.

Wir haben den Kompendiumsbeitrag zum sentix Laufzeit-Präferenz Index überarbeitet und erweitert. Klicken Sie hier für die aktuelle Version.

sentix ASR Essentials 19-2014

Written by Manfred Hübner | 01 June 2014
Posted in sentix Weekly

Investor sentiment still poles apart on Equities, Euro & Bonds

The latest sentix survey provides a unique insight into investor opinion ahead of a potentially big week for Eurozone central bank policy news. On the equity front, survey participants have become more optimistic on the near-term outlook for the EuroSTOXX, but remain deeply pessimistic on the coming 6M (see Chart 2, page 3). Pessimism is also a feature on the Euro versus USD, though survey readings suggest that investors have become modestly less downbeat on the single currency in the past week (Chart 4). On the other side of the sentiment divide, survey readings on bonds are relatively positive, but suggest that medium-term optimism on both Eurozone and US bonds has weakened in the last couple of weeks (Chart 9, page 4). Overall, while the sentiment gap between Eurozone equities, bonds and FX has narrowed in recent days, medium-term survey readings remain poles apart.

Click here for the full report (sentix registration necessary)

Wo stehen wir im Idealtypischen Stimmungszyklus

Written by Patrick Hussy | 29 May 2014
Posted in Woolly thoughts (blog)

There are no translations available.

Sehr geehrte sentix-Teilnehmer,

uns erreichte in dieser Woche eine Anfrage eines regelmäßigen sentix-Teilnehmers. Da wir glauben, dass die Antwort für mehrere sentix-Teilnehmer interessant sein könnte, möchten wir diese auf anonymisierten Wege veröffentlichen:

Politics reach their aim – EBI continues its fall

Written by Sebastian Wanke | 26 May 2014
Posted in sentix Euro Break-up Index News

In May, the sentix Euro Break-up Index (EBI) falls from 9.8% to 9.0%. This again marks a new low in the history of the now two-year old indicator.

This month two developments are outstanding: Firstly, the national EBI for Italy now stands at 1.5% and thus, for the first time since the beginning of the year, clearly below the 2% threshold. Investors' nervousness surrounding Italy's government change in February has now faded a little. Secondly, the German index climbs from 1.0% to 1.7%. The European elections and the discussion about the euro-skeptic German party AfD have made investors once more aware of the fact that there is still a non-negligible number of euro-critics in Germany. This development now makes the German EBI the third highest behind the ones for Greece (6.7% after 7.1%) and for Cyprus (3.7% after 4.1%).

sentix ASR Essentials 18-2014

Written by Manfred Hübner | 25 May 2014
Posted in sentix Weekly

Deep investor pessimism on EUR/USD persists

The latest sentix survey underlines that while survey participants have become a little less downbeat on the medium-term prospects for European equities, they remain deeply pessimistic on the Eurozone currency. Medium-term sentiment readings on EUR/USD are running at historic extremes (Chart 3, page 2), while pessimism on the near-term prospects for Euro versus USD is also becoming relatively extended in a historic context (Chart 4). In short, Sentix survey participants remain deeply pessimistic on the Euro versus USD in both the near and medium-term.

Click here for the full report