A hangover after the party – sentiment collapses

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Sentiment for German equities has cooled down dramatically after the party the week before. Such a negative impulse is often followed by falling prices. But there is important reasons why a correction should not occur this time.

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Utilities – a contrarian opportunity

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sentix Sector Sentiment for European utilities stocks falls further and now stands close to its all-time low. At the same time the sector’s performance stabilises. As a result, a contrarian opportunity arises.

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Growth stocks getting popular

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According to the latest sentix data, investors’ preferences for growth stocks climb to a 26-month high. This reflects investors’ increasing risk appetite. Market participants obviously have left their quest for safety behind – a stance which was extremely pronounced during last fall.

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“Overconfidence Index” signals danger for German stocks from the back

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The sentix data display a rare peculiarity this week: the sentix Overconfidence Index for German technology stocks has climbed to a record high. It now signals an extreme trend perception among investors which may lead to complacency and overconfidence. In the past, such high readings were pointing to problems lying ahead.

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The comeback of inflation? sentix index signals a trend reversal!

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The latest sentix indices show a very remarkable development: because of the ECB’s aggressive monetary policy investors expect any increase in yields to be prevented. The same investors also think that inflation will pick up soon. Obviously they ignore the consequences of a return of inflation for the bond markets. This is a risk.

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