sentix Survey results (17-2020)

Written by Manfred Hübner | 26 April 2020
Posted in sentix Weekly

Further erosion of the strategic bias in equities

Investor confidence continues to erode, and this week the bias for Euro area stocks has reached a new all-time low! This shows that time is currently working against the stock markets. The restrictive measures to contain the Corona crisis are increasingly viewed critically. Only the bad mood and the defensive positioning are still preventing a further price slump. But for how much longer?

Further topics:

• EUR-USD: Negative signal
• Goldmines: Bullish mood
• sentix investor positioning in equities and bonds

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sentix Survey results (16-2020)

Written by Patrick Hussy | 19 April 2020
Posted in sentix Weekly

Confidence is withdrawn from the stock markets

Investors remain defensive for the time being with equities. The institutional investors in particular have recently been stepping on the brakes. The risk level indicator explains the positioning behaviour. This restraint is now generating performance pressure as prices rise and, in conjunction with sentiment, is supporting the current rally of hope. If investors buy now, this would mean a "buy without conviction". One thing is certain: the bias continues to erode.

Further topics:

• Equities: Sentiment remains short-term support
• Goldmines: Renaissance of basic confidence
• sentix styles - Investor preferences & behavior

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

sentix Survey results (15-2020)

Written by Manfred Hübner | 12 April 2020
Posted in sentix Weekly

Easter edition

We wish all sentix friends and their families Happy Easter! Stay healthy and confident!

On behalf of the entire sentix team

Manfred Hübner and Patrick Hussy

Further topics:

• Equities: Strategic confidence is plummeting
• Bonds: Only halfway through
• Gold: Further increase in strategic bias
• sentix Sector sentiment

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

sentix Survey results (14-2020)

Written by Manfred Hübner | 05 April 2020
Posted in sentix Weekly

Better on two feet

The situation on the international financial markets remains bleak. The news about the corona virus is dominating the day's events, and the economic lockdown is leading to great uncertainty. But on the financial markets it is not (only) the present that counts, but what comes into focus next. On the one hand, there is the very expansive fiscal policy (bond market strained). On the other hand there is the hope for an end to the lockdown!

Further topics:

• Bonds: Basic trust erodes further
• Oil: Further increase in bias
• sentix Economic index: Monday, April 6^th 2020, 10.30 a.m. CEST

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

Contrarian opportunities with crude oil

Written by Manfred Hübner | 31 March 2020
Posted in sentix Weekly

Crude oil has been in free fall in recent weeks. The Brent spot price has not fallen by 50% within a month since 1983. What does this mean for investors?

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