Unchanged picture

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The global economic situation at the beginning of August is essentially unchanged from the previous month. On the positive side, the situation and expectations have not deteriorated further. In the USA and Japan there have even been slight improvements. Nevertheless, this does not imply a fundamental change in the assessment. The expected values remain negative and thus the basic finding of an economic downturn or a foreseeable recession remains.

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sentix Survey results (30-2022)

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Sentiment at annual high, TD level slowly disturbing

The starting position for precious metals continues to improve. The bias is increasing, and investor positioning has been reduced as much as last in 2019, which gives hope for further price gains.
For equities, the situation is developing unfavorably. A yearly high in sentiment is not underpinned by rising underlying confidence. Rather, professionals are signaling that they want to use the price recovery to reduce positions.

Fruther results

  • USD/JPY: Risk now becomes striking
  • Gold & Silver: Starting position further improved
  • Bonds: Institutional bias turns

Click here for the full report (requires a sentix registration)

Italy exit risk increases

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For a long time, the sentix Euro Break-up Index was quiet. This is now changing: With the current government crisis in Rome, the third-largest economy in the EU has come into investors' sights as a potential exit candidate. The sub-index for Italy is rising more sharply.

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sentix Survey results (29-2022)

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Hot summer, hot recovery

With the ECB's interest rate decision, the EUR/USD exchange rate creates a mood impulse. This could also have positive consequences for the precious metals. For gold and silver, a position adjustment can be seen in the CoT data, while the investor bias turns upward again. Stocks also continue to rally in the bear market - even if the strength of the previously bearish sentiment is slowly fading. The equity bias accompanies the recovery path.

Fruther results

  • FX: Sentiment impulse for EUR/USD
  • Gold & Silver: Positive positioning and bias development
  • sentix investor positioning in equities and bonds

Click here for the full report (requires a sentix registration)

sentix Survey results (28-2022)

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Equity TD indices head back towards buy zone

Last week again brought significant uncertainty among investors. Sentiment scores for equities are falling significantly. On the strategic level, on the other hand, we measure an interesting divergence between institutional and private investors. Sentiment signals are also present in gold and silver.

Fruther results

  • FX: USD-JPY bias falling
  • Precious metals: Positive signals for gold and silver
  • sentix styles - Investor preferences & behavior

Click here for the full report (requires a sentix registration)

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