sentix Survey results (48-2021)

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Sentiment falls, bias rises reflexively

The weakness of the stock market is clearly reflected in market sentiment. The number of bulls is falling significantly, so that sentix sentiment is slightly negative again. Even if this means that the data situation has tended to improve, the current consolidation phase is probably not yet over. However, the speed of adjustment in investor expectations suggests that the consolidation period will be shorter overall.

Further results:

  • Bonds: Turn in strategic bias
  • Crude oil: Consolidation not yet over
  • sentix investor positioning in equities and bonds
Click here for the full report (requires a sentix registration)

sentix Survey results (47-2021)

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Descent in bias

Confidence in equities continues to wane. This can be observed not only for the Eurozone, but also for the other regions of the world. The euphoria that we were able to measure in classic sentiment just two weeks ago has also faded in a hurry. Instead, the countercyclical signals from the risk radars in bonds and crude oil are materializing.

Further results:

  • Bonds: Signal quality of the risk radar - part 1
  • Crude oil: Signal quality of the risk radar - part 2
  • sentix styles - Investor preferences & behavior

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

sentix Survey results (46-2021)

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Equity sentiment neutralises somewhat

After the very bullish sentiment values of the past week, sentiment has neutralised slightly with the onset of consolidation. However, an end to the current consolidation phase is not very likely, especially since the basic strategic confidence has also weakened further.

Further results:

  • Precious metals: Investors are ecstatic
  • FX: EUR-USD bias declines further
  • sentix Sector Sentimentth November 21 on 10:30h CET
Click here for the full report (requires a sentix registration)

Things are looking up again!

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The economic indicators manage a turnaround in the month of November. The overall index for the euro zone rises for the first time since July 2021, while the current situation indicators remain in a correction trend. On the other hand, the expectations figures increased by 5.3 points. For Germany, the overall index stagnates once again, with the assessment of the situation even dropping significantly by 6.2 points. Fortunately, the expecta-tions component also increased by 5.3 points. Overall, this confirms our thesis for the global economy that the recent slowdown is a "mid-cycle slowdown". Economic expectations are rising sharply, especially in the USA, but also in Asia.

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sentix Survey results (45-2021)

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Euphoric mood in equities

Within a month, the mood on the stock markets has fundamentally changed. We measure a sentiment that has rarely been reached before - last in 2019! In the seasonally bullish phase of the year, such sentiment is less risky. But the current tear-down in underlying strategic confidence sends a reminder. In the short term, the upswing will be slowed either way.

Further results:

  • Bonds: Turning bias
  • FX: EUR-USD bias under pressure
  • sentix Economic index: Monday, 8th November 21 on 10:30h CET
Click here for the full report (requires a sentix registration)

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