sentix Survey results (48-2020)

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Investor strongly increase their equity holdings

This week, the stock markets have further consolidated the sentiment impulse from the US election week. However, the high level of basic strategic confidence remains positive. As a result, TD values remain in negative territory and are thus well away from a sell indication. A further seasonal strength phase is now beginning, which will last until around December 6th. 2020 could therefore still end on a positive note for equities. Precious metals, on the other hand, will probably find it difficult to set any further positive accents in 2020.

Further results:

  • FX: Yen strength not yet over
  • Crude oil: Basic confidence continues to rise
  • sentix investor positioning in equities and bonds
Click here for the full report (requires a sentix registration)

sentix Survey results (47-2020)

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Stable basic confidence

This week, the stock markets have further consolidated the sentiment impulse from the US election week. However, the high level of basic strategic confidence remains positive. As a result, TD values remain in negative territory and are thus well away from a sell indication. A further seasonal strength phase is now beginning, which will last until around December 6th. 2020 could therefore still end on a positive note for equities. Precious metals, on the other hand, will probably find it difficult to set any further positive accents in 2020.

Further results:

  • Precious metals: Not much more to expect in 2020
  • Crude oil: Basic confidence increases
  • sentix styles - Investor preferences & behavior
Click here for the full report (requires a sentix registration)

sentix Survey results (46-2020)

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All-time high in equity bias for US stocks

The strategic bias for US equities reaches a new all-time high of +41 percentage points! Neither the squabbles over the presidential succession nor the sharp rise in infection figures leave investors in any doubt that the stock market should be higher in 6 months' time-span. At the same time, the stock sentiment has cooled down somewhat. Consequently, the outlook for the global stock markets is improving.

Further results:

  • Equities: Overconfidence - Missing
  • Gold: Bias cracks
  • sentix sector sentiment

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

Asia makes it better!

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The rising number of positive PCR test results is causing politicians to fear an uncontrolled spread of the corona virus. Although the serious consequences of a lockdown on economic development were experienced in March, most governments in Europe are going down the path of renewed contact restrictions. Although these do not have the same negative effect as in March, they do dampen the economic recovery process. Surprisingly, however, the effect on the sentix business cycle index is surprisingly limited at -1.7 points on an overall index of -10 points. The reason for this "mild lockdown" is probably the positive dynamics in Asia and the USA.

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sentix Survey results (45-2020)

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"shake-up experience” of a special kind

The high level of pessimism in the stock market sentiment during the previous week turned out to be an ideal contrarian entry signal. The subsequent counterattack on the global stock markets impressed investors, flanked by the outcome of the US presidential election. This creates a "shake-up experience” of a special kind: investors realize the improvement on the global political stage and raise their sentiment by around 55 (!) percent. The jump in sentiment is to be understood as a sentiment impulse.

Further results:

  • Equities: Fourth strongest sentiment impulse in history
  • Crude oil: Bias turns up
  • sentix economic index: New data on 09th Nov. 2020 / 10:30 CET

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

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