sentix Survey results (04-2022)

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Underlying confidence continues to weigh on equities

Sentiment in equities recovered over the course of the week. We still measure a certain scepticism, which has a stabilising effect in the short term. But the basic strategic confidence remains weak. Equities are not yet back in stable waters. On the other hand, we hear a clear sentiment signal for crude oil and the EUR-USD.

Further results

  • Crude oil: Sell signals in sentiment
  • EUR-USD: Much euro pessimism
  • sentix investor positioning in equities and bonds

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sentix Survey results (03-2022)

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Prepare, but don't buy yet!

The put-call ratio in the U.S. jumps up, sentiment tilts down. Normally, such contrary signals are a buy indication. But the strategic dimension weighs on the market, as do style preferences, which are unfavorable. The S&P should target the chart support at 4,300 points and then start a countermovement. However, whether this attempt is sustainable?

Further results

  • Bonds: Things are moving before the FED meeting
  • Gold: Constructive
  • sentix styles - Investor preferences & behavior

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sentix Survey results (02-2022)

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Equity bias falls agan

For the first time since 2020, the strategic bias for US equities falls into negative territory. Accordingly, the majority of investors expect prices to fall over the next six months. The market is thus coming under a dangerous selling bias. With bullish sentiment at the same time, no all-clear can be given in the short term.

Further results

  • Equities: Technology under pressure
  • FX: USD-JPY bias falls
  • sentix sector sentiment
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Stabilization is progressing

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The stabilization of economic indicators is progressing in January 2022. At 14.9 points, the overall index for the euro zone increases by 1.4 points. The current assessment improves by 3.0 points, while the expectations component stagnates. The picture is similar for Germany. The figures for the Asia ex Japan region are particularly encouraging. All sub-components increased significantly. This gives more contour to our basic scenario that the global economy is recovering and finding its way out of the mid-cycle slowdown. Some world regions are even bouncing back into the boom squares of the sentix business cycle clock.

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sentix Survey results (01-2022)

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Sentiment slump

The first trading week of the new year did not go to the bulls' liking. Especially not on the US stock market, where the first trading week ended with a minus. This weakness has left a heavy mark on investor sentiment. The number of bulls on the US stock market has abruptly become so low that this has created certain contrarian opportunities. However, the basic strategic confidence is unfortunately not yet playing along.

Further results

  • Bonds: Contrarian opportunities
  • Silver: Bias falls further
  • sentix economic index: Monday 10.01.2022 at 10:30 CET

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

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