sentix Survey results (38-2021)

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Price opportunities indicated

The sentiment values on the stock markets remain depressed. The AAII barometer also shows a clear decline in sentiment, confirming the sentix indication. What is special about the last few months is the change in sentiment since March, when we were able to measure optimism, to the current scepticism, but without a corresponding price development. This underlines the enormous overhang of liquidity, which nips correction approaches in the bud.

Further results:

  • Equities: Basic confidence further improved
  • Precious metals: Disappointment leads to a dip in sentiment
  • sentix styles - Investor preferences & behavior
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sentix Survey results (37-2021)

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DAX in focus twice

The strategic bias of Chinese equities as well as for Japanese equities is picking up! Institutional investors in particular recognise a special opportunity in this region. Confidence is also spreading for European equities. Germany is doubly in focus. For bonds, the contrarian environment is still too vague. Things look better for bitcoins and precious metals. But the latter must now deliver!

Further results:

  • Equities: Bias all-time high for Swiss equities
  • Precious metals: Obligation to deliver
  • sentix Sector Sentiment

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sentix Survey results (36-2021)

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Basic confidence improves

While it is still unclear whether the typical summer weakness in equities will make itself felt in the short term, the outlook for Q4 continues to improve. Investors' underlying confidence in equities is rising. This is particularly exciting in the US for small cap stocks, where investors are comparatively defensively positioned.

Further results:

  • Bonds: Basic confidence continues to plummet
  • EUR-USD: Basic confidence turns around
  • sentix economic index: Monday, 06th September 21, 10:30h CEST
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Fourth decline in a row!

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The momentum of the global economy is slowing. The expectation scores of most regions in the sentix business cycle indices are falling for the fourth or fifth time in a row. The expectation values are still positive, but the zen-ith of the economic recovery since the lockdowns last autumn has been passed. This is also evident in the as-sessments of the economic situation, which have only improved slightly in a few regions. In the important region of Asia ex Japan, on the other hand, we measure a noticeable decline.

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sentix Survey results (35-2021)

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More opportunities than risks

We continue to measure an unusual sentiment picture on the stock markets. The sentiment corresponds to that of a market after a correction; instead, US equities, for example, are trading at an all-time high. With a simultaneous moderate increase in fundamental confidence, we believe the opportunities outweigh the risks.

Further results:

  • FX: EUR-USD should stabilise
  • Precious metals: Gold and gold miners must now deliver
  • sentix investor positioning in equities and bonds
Click here for the full report (requires a sentix registration)

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