sentix ASR Essentials 19-2014

Print

Investor sentiment still poles apart on Equities, Euro & Bonds

The latest sentix survey provides a unique insight into investor opinion ahead of a potentially big week for Eurozone central bank policy news. On the equity front, survey participants have become more optimistic on the near-term outlook for the EuroSTOXX, but remain deeply pessimistic on the coming 6M (see Chart 2, page 3). Pessimism is also a feature on the Euro versus USD, though survey readings suggest that investors have become modestly less downbeat on the single currency in the past week (Chart 4). On the other side of the sentiment divide, survey readings on bonds are relatively positive, but suggest that medium-term optimism on both Eurozone and US bonds has weakened in the last couple of weeks (Chart 9, page 4). Overall, while the sentiment gap between Eurozone equities, bonds and FX has narrowed in recent days, medium-term survey readings remain poles apart.

Click here for the full report (sentix registration necessary)

We use cookies and third-party services that store information in the end device of a site visitor or retrieve it there. We then process the information further. This all helps us to provide you with our basic services (user account), to save the language selection, to optimally design our website and to continuously improve it. We need your consent for the storage, retrieval and processing. You can revoke your consent at any time by deleting the cookies from this website in your browser. Your consent is thereby revoked. You can find further information in our privacy policy. To find out more about the cookies we use and how to delete them, see our privacy policy.

I accept cookies from this site.

EU Cookie Directive Module Information