Zehn Ideen für 2020

Zehn Ideen für 2020

Der Klassiker!

Der sentix Jahresausblick. Bestellen Sie jetzt!

More...
Market psychology

Market psychology

The power of emotions

The power of emotions affect prices and trends in the markets.

More...
Euro Break-up Index

Euro Break-up Index

Will the Euro break-up?

What's the risk that the Euro breaks up? Which country is the most exposed? Whats the routes of infection?

More...
sentix Community

sentix Community

Take part in our surveys!

Join the sentix Global Investor Survey and improve your trading results!

More...
First mover advantage

First mover advantage

Be the earliest bird in town...

Know what more than 5,000 investors expecting worldwide - almost in real time.

More...
Sentiment research

Sentiment research

Professionally and accurately!

Weekly analysis of current market sentiment in German and English - for active participants free of charge!

More...

sentix Survey results (05-2020)

Print

CRAZY

The expected correction in equities is taking shape. With the spread of the virus in China and all the associated horror scenarios, sales are experiencing increasing momentum. Sentiment for equities (in this case the US) plunges into negative territory. A comparison with the US stock sentiment during the SARS spread and today reveals a high similarity. At that time, however, there was real fear in the market (-45 percentage points). This fear persisted until mid-March 2003.

Further topics:

  • Equities: Various comparisons to 2003 / SARS pandemic
  • Bonds: No value perception
  • Precious metals: Profit-taking announced

Click here for the full report (requires a sentix registration)

No worries before the elections in Italy

Print

The situation in the euro zone, measured by the sentix Euro Break-up Index, remains relaxed at the start of 2020. In contrast, the eagerly awaited regional elections in Italy left investors cold. Both the overall index and the sub-index for Italy fell slightly in the run-up to the elections.

Read more...

sentix Survey results (04-2020)

Print

Consolidation underway

Has the overdue correction in the US equity market ended before it has really started? Because the mood has already neutralized again and at the same time the basic confidence is asserting itself surprisingly clearly. Nevertheless, we expect the consolidation trend that has begun to continue, not least because we can measure both a sentiment and a volatility divergence. This is often just as much a harbinger of a weak phase as a sentiment divergence.

Further topics:
  • Bonds: Sentiment improved, positioning increased
  • Precious metals: Hardly any air left
  • sentix investor positioning in equities and bonds

Click here for the full report (requires a sentix registration)

From strategist to strategist: share buybacks under the microscope

Print

In a podcast of the series "Strategist & Strategist" (1), which is well worth listening to, colleagues from Flossbach von Storch (FvS) analyse the effects of share buybacks by companies on share prices. The starting point for their reflections was the assertion of many market participants that share prices can be manipulated by buybacks and that these can also be used fraudulently. We also have our thoughts on this topic! We have already presented them many times in our annual outlooks and will supplement them here once again in greater depth.

Read more...

The next surprise at the start of the year

Print

The riots surrounding the conflict between the US and Iran, which dominated the news at the end of the week, were either ignored by investors or are not considered to be crucial for the economy. This is the result of the sentix economic survey, which brought a further improvement in the economic assessment of the global econo-my at the beginning of the year. This is the third surprise in a row for the "first mover"! The data for all regions of the world are improving, especially in Asia ex Japan.

Read more...

We use cookies to personalize our content, to auto-login to our website and to improve your experience when using it. Cookies used for the essential operation of the site (authorization, language setting or user-security) have already been set. 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