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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sentix Survey results (04-2022)

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Underlying confidence continues to weigh on equities

Sentiment in equities recovered over the course of the week. We still measure a certain scepticism, which has a stabilising effect in the short term. But the basic strategic confidence remains weak. Equities are not yet back in stable waters. On the other hand, we hear a clear sentiment signal for crude oil and the EUR-USD.

Further results

  • Crude oil: Sell signals in sentiment
  • EUR-USD: Much euro pessimism
  • sentix investor positioning in equities and bonds

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sentix Survey results (03-2022)

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Prepare, but don't buy yet!

The put-call ratio in the U.S. jumps up, sentiment tilts down. Normally, such contrary signals are a buy indication. But the strategic dimension weighs on the market, as do style preferences, which are unfavorable. The S&P should target the chart support at 4,300 points and then start a countermovement. However, whether this attempt is sustainable?

Further results

  • Bonds: Things are moving before the FED meeting
  • Gold: Constructive
  • sentix styles - Investor preferences & behavior

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

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