sentix Survey results (37-2021)

Written by Patrick Hussy | 12 September 2021
Posted in sentix Weekly

DAX in focus twice

The strategic bias of Chinese equities as well as for Japanese equities is picking up! Institutional investors in particular recognise a special opportunity in this region. Confidence is also spreading for European equities. Germany is doubly in focus. For bonds, the contrarian environment is still too vague. Things look better for bitcoins and precious metals. But the latter must now deliver!

Further results:

• Equities: Bias all-time high for Swiss equities
• Precious metals: Obligation to deliver
• sentix Sector Sentiment

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sentix Survey results (36-2021)

Written by Manfred Hübner | 05 September 2021
Posted in sentix Weekly

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, 06^th September 21, 10:30h CEST

sentix Survey results (35-2021)

Written by Manfred Hübner | 30 August 2021
Posted in sentix Weekly

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

sentix Equity Sentiment: Investors React Scared

Written by Patrick Hussy | 23 August 2021
Posted in sentix Weekly

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)

Written by Patrick Hussy | 23 August 2021
Posted in sentix Weekly

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)