sentix Survey results (32-2026)

Written by Manfred Hübner | 09 August 2026
Posted in sentix Weekly

New all-time highs drive sentiment

On the equity market, sentiment improved abruptly at the start of the new month. A strong price advance to new all-time highs across many markets has shaken investors awake – and driven up sentiment readings. The wave has also caught gold and silver, where we are measuring a sentiment impulse. By contrast, the impulse largely passes Bitcoin by.

Further results

• Precious metals: Gold and silver with a sentiment impulse
• Bitcoin: The risk-on move passes Bitcoin by
• sentix Economic Index: Monday, 10 August 2026, 10:30 CEST

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Ascent number 4

Written by Patrick Hussy | 09 August 2026
Posted in sentix Economic News

The sentix Economic Sentiment Index for the eurozone continued its recovery in August. With its fourth consecutive rise, the overall index improved by 4.0 points to +0.9 points, returning to positive territory. The assessment of the current situation, in particular, rose sharply, whilst expectations rose only slightly to +10.3 points. Germany, too, is showing further progress. Economic expectations have risen to their highest level since February 2026. At the same time, the current situation has improved significantly, though at -28.3 points it remains clearly in negative territory. Globally, the economic outlook remains favourable. The sentix Global Aggregate rose by 1.4 points to +14.7 points, signalling a broad-based economic recovery. Almost all regions are showing growth – Japan is the only exception.

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sentix Survey results (31-2026)

Written by Manfred Hübner | 02 August 2026
Posted in sentix Weekly

Position risks in USD-JPY are materialising

While the comeback of chip stocks drew heavy commentary over the course of the week, investors’ strategic underlying confidence in tech equities shows no reaction. The equity move is ageing. For Chinese equities there is an interesting OCI signal. Gold and gold mining stocks, by contrast, enjoy high underlying confidence. In USD-JPY, considerable positioning risks are now coming to a head.

Further results

• Equities: The recovery is ageing
• Equities: China rather than the US
• Gold & gold mining stocks: High investor confidence

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Sentiment stützt die Aktien - Risiko-Report - 07.26

Written by Manfred Hübner | 27 July 2026
Posted in Special research

Im Risikoradar zeigen sich moderate Chancen bei Aktien. Diese ergeben sich vor allem aus der schlechtene Stimmung. Das erneute Aufflammen des Iran-Konfliktes hat die Ängste aus dem Frühjahr erneut befeuert. Auch am Ölmarkt zeigt sich dies in einer sehr positiven Stimmung. Der Konflikt wird seitens der Anleger jedoch als taktisches Ereignis gesehen, während eine strategische Implikation nach wie vor bei Aktien und im Ölmarkt nicht gesehen wird. Dies trifft auf den Bondmarkt nicht unbedingt zu, allerdings ist auch hier kurzfristig die schlechte Stimmung der prägendste Teilindex.

Lesen Sie hier den Report (kostenpflichtig)

sentix Survey results (30-2026)

Written by Manfred Hübner | 26 July 2026
Posted in sentix Weekly

Surprisingly low investor sentiment in equities

Financial markets remain unsettled by developments in the Middle East. As already seen in late March, oil sentiment is very bullish, while professional investors in particular do not believe in persistently high oil prices. We are measuring a comparable sentiment picture in equities as well. Short-term uncertainty? Yes. A medium-term problem? No. And because investors tend to follow sentiment in their positioning behaviour, the positives currently prevail despite seasonality.

Further results

• Crude oil: Will March 2026 repeat itself?
• Gold & silver: Investors appear relaxed
• sentix investor positioning in shares, bonds & other assets

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