sentix ASR Essentials 21-2014

Written by Manfred Hübner | 15 June 2014
Posted in sentix Weekly

Oil optimism burning more brightly

The sentix survey indicates that investor sentiment towards Commodities is continuing to improve. At an asset class level, sentiment readings are steadily pulling away from their Q1 lows (see Chart 3, page 2). At a market level, the latest survey revealed an especially sharp improvement in short and medium-term sentiment readings for Crude Oil (Chart 2). The past week has seen investors become markedly more upbeat on the outlook for Oil, albeit near-term survey readings are not yet extended in a historic context. In the case of Commodities overall, the improved tone of sentiment remains consistent with survey participants' more optimistic views on the outlook for Emerging Markets.

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Neuer Kompendiumsbeitrag: sentix Market Profiles

Written by Manfred Hübner | 15 June 2014
Posted in Database news

Wir haben den Kompendiumsbeitrag zu den sentix Market Profiles überarbeitet und erweitert. Klicken Sie hier für die aktuelle Version.

Neuer Kompendiumsbeitrag: sentix Overconfidence Index

Written by Manfred Hübner | 13 June 2014
Posted in Database news

Wir haben den Kompendiumsbeitrag zum sentix Overconfidence Index überarbeitet und erweitert. Klicken Sie hier für die aktuelle Version.

Neuer Kompendiumsbeitrag: sentix Euro Break-up Index

Written by Manfred Hübner | 10 June 2014
Posted in Database news

Wir haben den Kompendiumsbeitrag zum sentix Euro Break-up Index (EBI) überarbeitet und erweitert. Klicken Sie hier für die aktuelle Version.

Euro-zone expectations drop despite Draghi

Written by Manfred Hübner | 09 June 2014
Posted in sentix Economic News

For the euro zone the sentix Economic Index (composite index) drops markedly in June. This is its second decrease in a row. Investors judge the current situation much worse than in the previous month, and their 6-monthexpectations also decline. The clear setback of the euro-zone index surprises as, in June, investors assess the economic conditions for the remaining world regions as better than before. It is mainly the emerging markets for which their sentiment brightens. The euro-zone indicators' decrease all the more comes as a surprise as the European Central Bank has just announced a whole package of new measures to push economic growth and inflation. But investors so far do not see this aspect of the ECB's policy while they do expect strong effects on the bond market, as complementary sentix data show. 

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