sentix ASR Essentials 20-2014

Written by Manfred Hübner | 08 June 2014
Posted in sentix Weekly

ECB relieves uncertainty overhanging Equity sentiment

The latest Sentix survey provides a timely view of investor opinion in the wake of the ECB's announcement of a raft of unconventional measures to support the economy and meet its inflation targets. On the Eurozone bond front, investors have become relatively neutral on the near-term outlook for Bunds, but optimism remains high-end on the medium-term. This chimes with survey readings that indicate that survey participants view economic developments as having become less bondbearish in the medium-term (Chart 2, page 2). Perhaps the more notable sentiment impact has been for equities, with medium-term sentiment on EuroSTOXX pulling further away from recent lows, in the wake of a sharp decline in investor uncertainty on the 6M outlook, as gauged by the Neutrality index (Chart 7, page 3).

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Neuer Kompendiumsbeitrag: sentix Styles

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

Wir haben den Kompendiumsbeitrag zu den sentix Styles Indizes überarbeitet und erweitert. Klicken Sie hier für die aktuelle Version.

Neuer Kompendiumsbeitrag: sentix Laufzeit-Präferenz Index

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

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.

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Wo stehen wir im Idealtypischen Stimmungszyklus

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

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:

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