sentix Einblicke (04.12.2024)

Written by Manfred Hübner | 04 December 2024
Posted in Special research

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Produktvorstellung

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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sentix Einblicke (20.11.2024)

Written by Manfred Hübner | 22 November 2024
Posted in Special research

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sentix Survey results (46-2024)

Written by Manfred Hübner | 17 November 2024
Posted in sentix Weekly

The "Trump trade" is faltering

The ‘Trump trade’ is faltering. At least the bulls are already pulling back again. The proportion of bulls in the sentiment index fell by around 20 percentage points. However, the sentiment is still at an elevated level, after we reported an all-time high in the previous week. In Europe, strategic confidence remains weak. There is a bright spot in the sentiment for gold.

Further results

• Gold: A ray of hope
• Crude oil: Strategic bias collapses
• sentix Styles - Investor preferences & behavior

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