sentix Investmentmeinung 10-2019

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Die Blitz-Korrektur

Die letzte Woche stand im Zeichen einer Konsolidierung an den Aktienmärkten. Obwohl sich die Kursverluste in Grenzen hielten, hat sich im sentix-Datenkranz Bemerkenswertes vollzogen. So ist beispielsweise das Sentiment für deutsche Aktien um 38 Prozentpunkte eingebrochen. Ist die Mini-Korrektur damit schon wieder beendet?

Geänderte Einschätzungen: keine

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sentix Survey results (10-2019)

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Renewed slump in sentiment

In the case of equities, we are measuring a surprisingly sharp drop in sentiment. Only four weeks after the last sentiment slump, investors are again reacting very clearly to only moderately falling prices. This points to increased investor nervousness. On the other hand, the simultaneous increase in basic confidence is surprising. So, this isn't all a good fit. After the ECB meeting, a high degree of neutrality reacts to bonds. In the currency area, investors are betting on the US dollar.

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sentix Investmentmeinung 09-2019

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Auf den Spuren von 2016

Die gestern veröffentlichten sentix-Konjunkturdaten senden erste positive Signale. Vor allem für die Region Asien ex Japan scheint konjunkturell wieder die Sonne aufzugehen. In Europa ist zumindest eine Stabilisierung feststellbar. Auf der Suche nach Parallelen der aktuellen Lage mit historischen Entwicklungen fällt das Jahr 2016 ins Auge.

Geänderte Einschätzungen: keine

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

The sun rises in Asia

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In March, the sentix economic indices are sending signs of stabilisation in the eurozone economy. While the assessment of the situation has fallen to 6.3 points for the seventh time in a row, economic expectations have im-proved for the second time. This is fueling hopes that there will be no recession. The results for the German economy are similar. In the search for the starting point of a new upswing, the region Asia ex Japan moves into focus. The situation and expectations are improving here.

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sentix Survey results (09-2019)

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Without reaction - what actually has to happen?

The stock markets know only one direction, the upward one. Investors are unimpressed with the exception of China. This is amazing and raises the question of what actually has to happen for investors to develop a perspective " pro stocks ". As long as this does not happen, danger is imminent, despite the supposed political signals of relaxation. In this context, the differentiated view of investors at USD/JPY and Nikkei 225 is also striking.

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