sentix ASR Essentials 01-2017

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Written by Patrick Hussy | 08 January 2017
Posted in sentix Weekly

Strategic bias on bunds and euro on back foot

Investors have entered 2017 on a positive footing in terms of their medium-term strategic bias on equities, set against a still cautious view on the outlook for bonds. This latter survey angle fits in with readings that reveal that economic expectations are still a notably bearish theme for Bunds. On the FX front, near-term investor pessimism on EUR/USD has eased back from historic extremes. However, survey participants remain cautious on the medium-term prospects for the euro versus the dollar. There is little sign that the New Year has changed investors’ downbeat views on the medium-term outlook for both bunds and the euro. See Page 2 for charts.

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