sentix Survey results (47-2018)

Written by Patrick Hussy | 25 November 2018
Posted in sentix Weekly

Final farewell to year-end rally

The equity sentiment, surprisingly, shows no sign of panic. On the contrary, the medium-term prospects continue to darken, which in sum does not represent good prospects for the stock market outlook. There are also burdens on the USD/JPY, where an enormous willingness to sell can be measured. Only the bonds are seen as saviours, but the portfolios are already aligned accordingly.

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sentix Investmentmeinung 46-2018

Written by Manfred Hübner | 19 November 2018
Posted in sentix Weekly

Das Saisonmuster alleine hilft nicht

Die aktuelle Stimmungslage an den Aktienmärkten legt nahe, dass viele Anleger zwar grundsätzlich steigende Vorbehalte gegenüber Aktien hegen, kurzfristig aber auf eine Kurserholung zum Jahresende hoffen. Wie aussichtsreich ist das saisonale Muster?

Geänderte Einschätzungen: keine

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sentix Survey results (46-2018)

Written by Manfred Hübner | 18 November 2018
Posted in sentix Weekly

The strategic bias continues to fall

The basic confidence of investors in equities continues to dwindle. Not a good sign for the next few weeks. In the short term, investors are hoping for a seasonal tailwind. However, this will probably not lead to large price gains, but rather to avoided losses. It looks better for the bondholders. Here the basic trust rises. With EUR-USD, the attitude changes per euro. The EUR-USD is also sending positive signals on a technical level.

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sentix Investmentmeinung 45-2018

Written by Patrick Hussy | 12 November 2018
Posted in sentix Weekly

Pro Renten

Der Bias für Aktien bleibt in Moll. Umgekehrt profitieren Bonds von der Abkehr bei Dividendentitel. Wir nehmen dies zum Anlass, unsere Renteneinschätzung von einfach auf doppelt „plus“ zu nehmen.

Geänderte Einschätzungen: Bund-Future, US-Treasury Future

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (45-2018)

Written by Patrick Hussy | 11 November 2018
Posted in sentix Weekly

Bias further in minor, Instis are in charge

There are almost no extreme values in the statistics table this weekend. Consequently, one might think that there is little new to report. A look at the individual indices confirms this picture. The trends in investor behavior from the previous weeks continue to strengthen, reflecting a strong investor conviction in view of the price changes in many indices. The Swiss equity market is developing particularly noticeably.

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