sentix Survey results (22-2025)

Written by Patrick Hussy | 01 June 2025
Posted in sentix Weekly

Tariff chaos causes major investor irritation

The withdrawal of the US tariffs by a US court and the same-day revision by the next legal instance is causing irritation among investors and a continuing loss of confidence in US assets. This is particularly evident in currencies: the strategic bias in the USD/JPY currency pair has reached a 19-year low! Gold and silver remain sought after as escape vehicles, but will have to deal with weak seasonality in June.

Further results

• Bonds: US bonds as relative loser
• Precious metals: Positive setup, but weak seasonality
• Currencies: The greenback on the offside

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sentix Survey results (21-2025)

Written by Patrick Hussy | 25 May 2025
Posted in sentix Weekly

Move away from US assets continues

Trump is back with his tariff hammer and spooking investors. The reaction pattern shows an unabated move away from US assets. This can be observed in equities, bonds and the currency market: The strategic bias in EUR/USD, for example, is rising significantly, reflecting a strong aversion to the greenback. On the other hand, the flight to safe havens favours precious metals. Gold and silver are making a statement.

Further results

• Bonds: Next round of withdrawal of confidence
• Precious metals: What a statement
• sentix investor positioning in equities and bonds

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sentix Survey results (20-2025)

Written by Manfred Hübner | 18 May 2025
Posted in sentix Weekly

Just a bear market rally?

Stock market prices continue to rise, but this is not reflected in sentiment or medium-term confidence. So far, only the bears have been forced out of their positions. We see some interesting data in the TD Index for gold.

Further results

• Gold: TD buy zone reached
• EUR-USD: Constructive consolidation
• sentix Styles - Investor preferences & behavior

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sentix Survey results (19-2025)

Written by Manfred Hübner | 11 May 2025
Posted in sentix Weekly

Once againt at a loss

What does the future hold for US equities and the US economy? This question is preoccupying investors, who are aware of the rise in share prices but are unsure how to interpret it. This is leading to a sharp rise in ‘neutrality’ in the short and medium term. Such a situation is causing unease among investors, who are hoping for a ‘resolution’. If this happens, an impulsive trend movement is likely – in either direction!

Further results

• Bitcoin: Exzellent sentiment
• Silver: Dangerous discrepancy between bias and positioning
• sentix sector sentiment

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The dust is settling

Written by Manfred Hübner | 05 May 2025
Posted in sentix Economic News

One month after the massive shock that rocked investors due to US tariff policy and sent sentix economic data in-to free fall, the dust is settling. Investors are revising their economic assessments, in some cases significantly. The data on the eurozone economy could be described as ‘a rollback after the rollback’. Investors are acknowledging the calm response to US tariffs so far. Both the current situation and expectations are showing signs of recovery. The main victims of Trump's tariff policy are the US economy and, to some extent, the economies of China and Switzerland. However, the period of uncertainty is probably not over yet.

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