sentix Survey results (08-2022)

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Signs of life

The equity bias (here USA) sends a sign of life once again for a long time, while equity sentiment remains downbeat. At the depressed price levels, more investors are now declaring their willingness to buy stocks. The investment degrees of the institutional ones prove: The now strong underinvestment opens up clear potential for a price recovery. U.S. bonds are also showing a similar sign of life, with their bias rising significantly.

Further results

  • Equities: Signs of life
  • US-Bonds: Signs of life
  • Commodities: TD-Extreme on the top
  • sentix investor positioning in equities and bonds

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sentix Survey results (07-2022)

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Sentiment buy signals

Sentiment on equities has deteriorated significantly over the week. For US equities, the number of bullish investors fell to the lowest level since 2017. This creates opportunities for contrarian investors, as statistically the S&P 500 rose significantly in around 75% of cases in subsequent weeks.

Further results

  • Gold: High sentiment weighs
  • Crude oil: Strategic confidence continues to decline
  • sentix styles - Investor preferences & behavior
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sentix Survey results (06-2022)

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Fear of war and medium-term concerns

Fears of war arise! Investors are increasingly worried and also look negatively into the medium-term future: The bias for the U.S. equity market falls below the zero line even among institutional investors. The last time this situation occurred was in the midst of the Corona Crash in 2020. Energy prices in particular could be affected by an outbreak of war in Ukraine. One thing is certain: High risks for the oil price are already indicated!

Further results

  • Bonds: Bonds might turn
  • Commodities: Oil price already facing high risks
  • sentix Sector Sentiment: All-time high in bank sentiment

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sentix Survey results (05-2022)

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Stronger Contrarian Signals for Bonds

Investors in the U.S. equity market remain fearful, volatility structurally high. Does this mean it's time to get in? Medium-term underlying confidence is weak, even reaching new 52-week lows. So far, hardly any bargain hunters are willing to go on a buying spree at this level. The rise in interest rates is weighing too heavily on the mind. However, we are measuring increased contrarian signals in bonds in particular. The EUR/USD bias is also on the move.

Further results

  • Equities: Bias continues to weaken
  • FX: Rethinking process has begun
  • sentix economic index: Monday, 07th February 2022 at 10:30 CET

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View on USA and Latin America

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The economic situation in the world is relatively stable in February compared to January 2022. In Euroland and al-so in Germany, we measure a slight improvement in the situation and expectations. In Asia, the picture is mixed. The development in the USA is problematic. Here the overall index is falling for the third time in a row, which is due to the decline in expectations. The signals we are receiving from Latin America are encouragingly positive.

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