sentix Survey results (15-2020)

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Easter edition

We wish all sentix friends and their families Happy Easter! Stay healthy and confident!

On behalf of the entire sentix team

Manfred Hübner and Patrick Hussy

Further topics:

  • Equities: Strategic confidence is plummeting
  • Bonds: Only halfway through
  • Gold: Further increase in strategic bias
  • sentix Sector sentiment

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Recession shock is deep

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The corona virus is holding the world economy in a stranglehold. Never before has the assessment of the current situation collapsed so sharply in all regions of the world within one month. In Euroland, the overall index is falling to an all-time low. The USA is now also in a full downward spiral. The region Asia ex Japan (China) sends the only glimmer of hope: economic expectations there at least signal no deterioration. A quick V-recovery of the economy is not to be expected.

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sentix Survey results (14-2020)

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Better on two feet

The situation on the international financial markets remains bleak. The news about the corona virus is dominating the day's events, and the economic lockdown is leading to great uncertainty. But on the financial markets it is not (only) the present that counts, but what comes into focus next. On the one hand, there is the very expansive fiscal policy (bond market strained). On the other hand there is the hope for an end to the lockdown!

Further topics:

  • Bonds: Basic trust erodes further
  • Oil: Further increase in bias
  • sentix Economic index: Monday, April 6th 2020, 10.30 a.m. CEST

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All gold, no money

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"Buy physical gold" is an often-heard recommendation from so-called gold experts to investors who fear a collapse of the financial system. Now we have a major crisis that threatens our very existence. And what is the physical market doing?

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Contrarian opportunities with crude oil

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Crude oil has been in free fall in recent weeks. The Brent spot price has not fallen by 50% within a month since 1983. What does this mean for investors?

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