sentix Survey results (44-2024)

Print

Pessimism returns quickly

Within two weeks, investors' euphoria on the stock market has faded and even turned into slight pessimism. It still seems too early for an anti-cyclical entry. The bond market in particular is proving to be a spoilsport. The declining bond prices are being acknowledged by a falling bias. This is likely to be a stress test for offensive bond portfolios. The expected consolidation in precious metals is also taking shape.

Further results

  • Equities: Overconfidence for US technology stocks
  • Bonds: Stress test
  • sentix economic index: Monday, 04th Nov. 2024 at 10:30 AM CET

Click here for the full report

sentix Survey results (43-2024)

Print

Very weak basic trust in US bonds

The stock markets are going through a mood damper. The bulls are getting cold feet and pulling back. The sentiment development is still compatible with an intermediate correction in the intact uptrend. However, the strategic fundamental trust should not erode further. This is already the case for bonds. And also for gold, at least the fundamental trust relative to positioning is too weak.

Further results

  • Equities: Sentiment on the decline
  • Gold: Missing bias support
  • sentix investor positioning in equities and bonds

Click here for the full report

 

sentix Survey results (42-2024)

Print

From overconfidence to euphoria

The sentiment indicators on the stock markets are showing euphoria. As a result, the risk parameters are deteriorating - especially for the DAX. In addition to high overconfidence, the position risk is also increasing significantly! There are also signs of exuberance on the crypto market. According to Bitcoin sentiment, the desire to speculate is extremely high. Investors are also rejoicing in silver. However, this reflects the characteristics of a sentiment impulse that holds out the prospect of further price gains.

Further results:

  • Silver: Cheers and mood impulse
  • Bitcoin: Like four weeks ago
  • sentix Styles - Investor preferences & behavior

Click here for the full report

 

sentix Survey results (41-2024)

Print

Make Americas S&P 500 greater again

Sentiment for US equities is great, but medium-term confidence is even higher: at +31 percentage points, the strategic bias is at its highest level since December 2020. Investors can't seem to get enough of the S&P 500's record highs. The trend is fuelled by US technology stocks. The temporary aversion from the summer months is no longer much in evidence here. There is also an all-clear signal for gold.

Further results:

  • Further resultsGold: Basic confidence catches on at a high level
  • Crude oil: Rise could continue
  • sentix sector sentiment
Click here for the full report

China stimulus provides (moderate) tailwind

Print

The downward economic trend has been halted for the time being. All regions of the world are showing signs of improvement: the overall index for the eurozone rose from -15.4 to -13.8 points in October after three consecutive declines. While the current situation index in the eurozone once again plumbed a new low for the year, the expectations index rose to -3.8 points. The eurozone economy is thus starting its next attempt to find its way out of recession/stagnation. The German economy remains in recession mode for the time being. On a positive note, however, the expectation values show an improvement with a plus of 6.8 points. The domestic economy is benefiting from the global economic trend: Asia ex Japan (China) in particular is showing positive momentum. However, the USA and Japan are also signalling an economic revival.

Read more...

We use cookies and third-party services that store information in the end device of a site visitor or retrieve it there. We then process the information further. This all helps us to provide you with our basic services (user account), to save the language selection, to optimally design our website and to continuously improve it. We need your consent for the storage, retrieval and processing. You can revoke your consent at any time by deleting the cookies from this website in your browser. Your consent is thereby revoked. You can find further information in our privacy policy. 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