sentix Survey Essentials (English)

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    sentix Survey results 39-2020

    Uploaded:
    27.09.20
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    1 MB

    Sentiment with contrary signals

    We are repeating our chart from the previous week, as the constellation depicted there, negative Nasdaq positioning and further increasing basic confidence, has strengthened once again. Tech shares were already able to buck the general trend in the past week. The sentix data constellation indicates that this should continue to be the case in the coming weeks.

    Further results:

    • Equities: Professionals gain basic strategic confidence
    • Precious metals: Silver with all-time low in TD-Index
    • sentix investor positioning in equities and bonds

  • pdf.png

    sentix Survey results 38-2020

    Uploaded:
    20.09.20
    File Size:
    1 MB

    Nasdaq signals

    The basic strategic confidence of investors, especially in US and Chinese stocks, is rising again this week. Rising basic confidence indicates a growing willingness to buy on the part of investors and is usually somewhat ahead of their positioning behavior. In this context, the divergence between the strategic bias for US technology stocks and positioning behavior is particularly interesting. Is this a buying opportunity?

    Further results:

    • Equities: Basic confidence in China on the rise
    • FX: Comeback of USD-JPY?
    • sentix styles - Investor preferences & behavior

  • pdf.png

    sentix Survey results 37-2020

    Uploaded:
    13.09.20
    File Size:
    1 MB

    TD-indices with positive signals

    The number of bullish market participants remains at an unusually low level. At no point during the rally that began in March, which generated price increases of more than 60%, did the number of bulls approach 40% or even 50%. That is unusual. The wall of worry visible in it remains a supporting moment. In addition, there is now a clear movement in basic strategic confidence!

    Further results:

    • Bonds: The bias falls again
    • FX and Gold: Bias and positioning under the magnifying glass
    • sentix sector sentiment

  • pdf.png

    sentix Survey results 36-2020

    Uploaded:
    06.09.20
    File Size:
    723 KB

    Positive for the autumn

    Last week we recommended that from now on you should not drive without an airbag (portfolio insurance)! The week just started showed a volatility surge, both in equities and in other asset classes. There were increased indications of an offensive positioning behavior as well as high overconfidence. Investors are now showing a remarkable reaction!

    Further results:

    • FX: Readiness to sell continues to increase for EUR-USD
    • Goldmines equities: Basic confidence rises to 52-week high
    • sentix economic index: Monday 07th September 2020 at 10:30 CET

  • pdf.png

    sentix Survey results 35-2020

    Uploaded:
    30.08.20
    File Size:
    808 KB

    The position risk is increasing significantly

    So far, the "wall of worry" has given wings to the stock market. But now, at the end of August, investor behavior is changing, with stock sentiment (at least for US stocks) becoming slightly positive for the first time since the beginning of the corona crisis. In addition, investment behavior indicates a significant increase in risk. One thing is certain: From now on the really risky part of the stock market development begins!

    Further results:

    • FX: EUR-USD weighs on the willingness to take profits
    • Gold: Back in Bull Mode
    • sentix investor positioning in equities and bonds

  • pdf.png

    sentix Survey results 34-2020

    Uploaded:
    23.08.20
    File Size:
    1 MB

    Basic confidence continues to rise

    The stock markets are in the middle of the seasonally difficult summer period, which runs from the beginning of August to mid/end of September. This period of uncertainty is reflected in the sentiment data, which continue to show a fair amount of scepticism among investors. The discussions about a second lockdown, e.g. in Germany, which would undoubtedly cause great economic damage, are an additional burden. But scepticism is an important support for the markets.

    Further results:

    • FX: Profit taking in EUR-USD
    • Bonds: The headwind is increasing
    • sentix styles - Investor preferences & behavior

  • pdf.png

    sentix Survey results 33-2020

    Uploaded:
    16.08.20
    File Size:
    1 MB

    High Euro Overconfidence

    Overconfidence is spreading among investors in EUR/USD! The steady rise in prices creates a feeling that there is easy money to be made. The risk radar therefore warns against a consolidation. Nevertheless, the high investor bias " Pro Euro " remains positive in the medium term. In the case of equities, medium-term basic confidence is creeping back, while in the case of bonds the path is tilting.

    Further results:

    • Equities: Trust creeps back
    • Gold & Silver: The counterattack comes immediately
    • sentix Sector sentiment: Travel, no thank you

  • pdf.png

    sentix Survey results 32-2020

    Uploaded:
    09.08.20
    File Size:
    833 KB

    It gets hot

    Not only the summer temperatures are going through the roof, but also investment themes such as gold or EUR/USD are running hot. Especially with silver we measure an extremely high overconfidence. The risks become visible in our risk radar. On the other hand, equities - despite the widely expected second wave of corona infections - are by no means risky, even though the seasonally weak phase has begun. On the positive side, the medium-term bias for equities continues to rise.

    Further results:

    • Equities: Basic confidence rises
    • Bitcoins: Once again a new all-time high in bias
    • sentix economic indices: Monday 10th August 2020 at 10:30 A.M.

  • pdf.png

    sentix Survey results 31-2020

    Uploaded:
    02.08.20
    File Size:
    1 MB

    Lousy mood

    The series of unusual sentimental developments since the outbreak of the corona crisis continues. The publication of data on GDP growth in Q2, both in the US and in Europe, has once again demonstrated to investors the extent of the crisis. The answer is a very negative sentiment. But at the strategic level, the GDP data have a very different effect. As a result, the sentiment data are surprisingly positive!

  • pdf.png

    sentix Survey results 30-2020

    Uploaded:
    26.07.20
    File Size:
    977 KB

    Typical seasonal pattern or nevertheless 2009?

    Over the past 3 months, a chronic pessimism has developed in equities - despite a rapid stock market recovery. And on the weekend, too, the old fears flare up, especially as the seasonal pattern begins to turn negative! The question is: Can the markets even fall sustainably with such pessimism? The market must decide soon: Do we rely on the typical seasonal timetable or rather on a trend similar to 2009 ("wall of worry").

    Further topics:

    • Equities: The next row of the "wall of worry" is built
    • FX: Nine-year high in EUR/USD sentiment
    • sentix investor positioning in equities and bonds

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