Investors continue to favor the euro zone over the USA

Written by Manfred Hübner | 10 August 2015
Posted in Special research

Seitdem Mario Draghi die EZB auf ein umfassendes „Quantitative Easing“ eingeschworen hat, profitieren die europäischen Aktienmärkte von einem massiven Vertrauenskapital. Dieses ist deutlich größer als für andere Aktienmärkte und hat zu einer Outperformance der Euro-Aktienmärkte gegenüber ihren US-Pendants beitragen. Und dieser Trend ist noch nicht zu Ende!

Read more...

Investors in the oil market view the downtrend to continue

Written by Manfred Hübner | 04 August 2015
Posted in Special research

Since early May, oil prices have come under pressure again. Meanwhile, the lows from the beginning of the year have been reached again. This has not only pushed the sentiment to a bearish extreme but now also means that investors tend to extrapolate the negative trend. The sentix Overconfidence Index indicates this. This could support the oil prices in the short term.

Read more...

Sentiment for gold at low point

Written by Sebastian Wanke | 27 July 2015
Posted in Special research

sentix Sentiment for gold falls to a new all-time low. Never before since the start of the survey in 2006 was the mood among investors thus as bad as at the moment. In the past, such extreme situations were precursors of price reversals at the bottom. But we may have to wait still some time before such a reversal occurs.

Read more...

Commodities sentiment at record low!

Written by Sebastian Wanke | 20 July 2015
Posted in Special research

sentix Commodities Sentiment collapses in July and reaches a new all-time low. The past has shown that when such a strong fall of the indicator occurs it is not wise to buy the market anti-cyclically. The time for contrarians will come when confidence returns.

Read more...

China effect hits automobile sector

Written by Sebastian Wanke | 13 July 2015
Posted in Special research

In July, sentix Sector Sentiment for Europe’s automobile stocks falls more strongly than for any other sector. It is the sorrows concerning a fading demand from China, spurred by the latest market turbulences, which can be felt here. But the positive trend in automobile stocks is still not to be put into question.

Read more...