No mood of optimism in the EU, Trump mania in the USA

Written by Patrick Hussy | 08 December 2024
Posted in sentix Economic News

In December, there are weak economic signals for the eurozone from the first mover. The overall index for the eurozone fell by 4.6 points to -17.5 points, the lowest value since November 2023. Both the current situation and expectations values fell. There is also serious disappointment to report in the German data: Following the announcement of new elections to the German Bundestag, there is no mood of optimism. The assessment of the current situation fell to -50.8 points, the lowest index level since June 2020, meaning that the recession remains omnipresent, especially as expectations also fell by 0.8 points. Conversely, the US data stands out positively. Investors are expecting strong momentum following the inauguration of the new president. This reaction can really be described as ‘Trump mania’.

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sentix Survey results (49-2024)

Written by Manfred Hübner | 08 December 2024
Posted in sentix Weekly

TD indices in the sell zone

The sentiment for equities and in the crypto market boils over briefly. Euphoria and carelessness are spreading. At the same time, strategic confidence is falling. The AD line and market breadth also call for caution. The data situation has rarely been so critical for the bulls. Only seasonality argues against a sharp correction. But is it wise to ignore risk signals just because of the prospect of a year-end rally?

Further results

• Bitcoins: Euphoria
• FX: Yen could strengthen again
• sentix economic index: Monday, 9^th Nov. 2024 at 10:30 AM CET

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Der Jahresausblick 2025 ist publiziert!

Written by Manfred Hübner | 07 December 2024
Posted in Special research

Die 21. Auflage des Klassikers ist fertiggestellt. Alle, die bereits vorbestellt haben, sollten diesen bereits in Ihrem Maileingang finden bzw. können diesen im Downloadbereich abrufen.

Alle anderen können den Ausblick hier selbstverständlich noch ordern. Denken Sie daran, Ihren Rabatt-Code für aktive Sentix-Teilnehmer zu nutzen und damit bis zu 50% zu sparen.

sentix Survey results (48-2024)

Written by Manfred Hübner | 01 December 2024
Posted in sentix Weekly

Is the equity year largely over?

There are increasing signs that the bull market in equities will have run its course in 2024. Although short-term sentiment remains positive, this, in conjunction with a decline in basic confidence, is an unfavourable constellation. At the end of the year, the euro will come under renewed pressure. At the same time, precious metals are sending improved signals, which suggests that the new year will get off to a good start.

Further results

• FX: Basic confidence in the euro continues to decline
• Precious metals: Improvement
• UK equities: strategic bias falls significantly

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sentix Survey results (47-2024)

Written by Patrick Hussy | 24 November 2024
Posted in sentix Weekly

Investors love the greenback

The different economic paths in the eurozone and the USA are increasingly leading to differentiated expectations in the reaction patterns of central banks. The interest rate spreads are also having an impact on the currency market. As a result, the preference in favour of the US dollar is bringing sentiment for EUR/USD to its knees. The strong polarisation in opinion is leading to contradictory signals. These are only likely to unfold at the turn of the year. There are no significant new signals for equities. All the more noteworthy are the extremes of sentiment on the crypto market.

Further results

• Gold: Model boy
• Bitcoins: Mood at boiling point
• sentix investor positioning in equities and bonds

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