Turnaround?!

Written by Manfred Hübner | 04 March 2018
Posted in sentix Economic News

U. S. President Donald Trump's comments that he wants to impose fines on certain products did not only alarm the EU Commission. Investors surveyed by sentix also react clearly. Economic expectations for all regions of the world are declining significantly. Expectations in the eurozone are losing more than 11 points. In Germany, which is already experiencing a weakening of the economy, we are even recording a negative expectation for the first time since February 2016. However, the expectation value for the USA is also falling by more than 10 points. A wake-up call for the US president to reconsider the matter of protectionism.

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Institutional investors without clear equity positioning

Written by Manfred Hübner | 27 February 2018
Posted in Special research

Professional investors are paid to outperform by clearly positioning themselves against their benchmark. However, many institutional investors are currently retreating to their benchmarks in the "neutral corner". This is an unusual development and cause of a great disorientation - in the short and medium term.

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Data revision notificaton

Written by Manfred Hübner | 27 February 2018
Posted in Database news

Dear data client,

due to a computational error, we have updated the data for the following SNTA series (sentix Positioning information):

- SNTAEOI0

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sentix Investmentmeinung 08-2018

Written by Manfred Hübner | 26 February 2018
Posted in sentix Weekly

Strategischer Bias bleibt vor Italien-Wahl schwach

Die auffälligste Entwicklung im sentix-Datenkranz bleibt die Schwäche des Strategischen Bias. Bei viele Aktienmärkten registrieren wir neue 26-Wochen-Tiefs. Diese Entwicklung steht bislang noch in einem gewissen Widerspruch zur konjunkturellen Zuversicht der Anleger. Auch die anstehenden Wahlen in Italien lassen die Anleger kalt.

Geänderte Einschätzungen: keine

Lesen Sie hier die Ergebniskommentierung (sentix Registrierung erforderlich)

No fear of the Italian election

Written by Manfred Hübner | 26 February 2018
Posted in sentix Euro Break-up Index News

The forthcoming parliamentary elections in Italy do not cause any discomfort among investors. At least investors do not see this as a threat to the stability of the euro zone. The sentix Euro Break-up Index falls again to an all-time low of only 6.6%! This represents a clear contrast to Renzi's December 2016 referendum vote, when investors were clearly shaking. But with the stable economy in the eurozone, however, stability has also returned to the euro question. But is the election event also becoming a non-event at the markets?

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