sentix Survey results (36-2021)

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Basic confidence improves

While it is still unclear whether the typical summer weakness in equities will make itself felt in the short term, the outlook for Q4 continues to improve. Investors' underlying confidence in equities is rising. This is particularly exciting in the US for small cap stocks, where investors are comparatively defensively positioned.

Further results:

  • Bonds: Basic confidence continues to plummet
  • EUR-USD: Basic confidence turns around
  • sentix economic index: Monday, 06th September 21, 10:30h CEST
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Fourth decline in a row!

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The momentum of the global economy is slowing. The expectation scores of most regions in the sentix business cycle indices are falling for the fourth or fifth time in a row. The expectation values are still positive, but the zen-ith of the economic recovery since the lockdowns last autumn has been passed. This is also evident in the as-sessments of the economic situation, which have only improved slightly in a few regions. In the important region of Asia ex Japan, on the other hand, we measure a noticeable decline.

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sentix Survey results (35-2021)

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More opportunities than risks

We continue to measure an unusual sentiment picture on the stock markets. The sentiment corresponds to that of a market after a correction; instead, US equities, for example, are trading at an all-time high. With a simultaneous moderate increase in fundamental confidence, we believe the opportunities outweigh the risks.

Further results:

  • FX: EUR-USD should stabilise
  • Precious metals: Gold and gold miners must now deliver
  • sentix investor positioning in equities and bonds
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sentix Equity Sentiment: Investors React Scared

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A drop of around 2 percent in the European stock indices has left a clear mark on sentiment. Investors are reacting fearfully, and the sentiment barometer has plummeted to -41.5 percentage points within a week. The summer lethargy on the stock market has definitely been broken!

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sentix Survey results (34-2021)

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High pessimism is not always a given

In the past week, sentiment for US equities has plummeted significantly: The sentiment barometer reacted very violently and lost 38 (!) percentage points within a week. We are recording a new 52-week low. From a contrarian analytical point of view, it is worth buying. However, such a strong sentiment break carries a second message: another price strain is indicated for the next 2-3 stock market weeks. Only then can we be happy again.

Further results:

  • Bonds: Not a good constellation
  • Precious metals: Gold remains supported, HUI wobbles
  • sentix styles - Investor preferences & behavior

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

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