Investors refuse the car industry

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Who would have thought it: in the last few weeks, automobile stocks have become the mainstay of the stock market upswing. The premiums that were offered in Germany in particular for the purchase of new vehicles do not seem to be missing their effect.

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sentix Survey results (37-2020)

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TD-indices with positive signals

The number of bullish market participants remains at an unusually low level. At no point during the rally that began in March, which generated price increases of more than 60%, did the number of bulls approach 40% or even 50%. That is unusual. The wall of worry visible in it remains a supporting moment. In addition, there is now a clear movement in basic strategic confidence!

Further results:

  • Bonds: The bias falls again
  • FX and Gold: Bias and positioning under the magnifying glass
  • sentix sector sentiment

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

Fifth consecutive increase

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The economic recovery, which has been observable globally since May 2020, continues in September. In Euro-land, but also in many other regions, we are measuring the fifth consecutive rise in the overall indices. A positive aspect is that the expectation values remain stable, i.e. the improvement is largely driven by the current situa-tion. However, these values are still largely in negative territory, meaning that the recessionary tendencies have not yet been fully overcome. In an international comparison, Switzerland and Asia ex Japan stand out.

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sentix Survey results (36-2020)

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Positive for the autumn

Last week we recommended that from now on you should not drive without an airbag (portfolio insurance)! The week just started showed a volatility surge, both in equities and in other asset classes. There were increased indications of an offensive positioning behavior as well as high overconfidence. Investors are now showing a remarkable reaction!

Further results:

  • FX: Readiness to sell continues to increase for EUR-USD
  • Goldmines equities: Basic confidence rises to 52-week high
  • sentix economic index: Monday 07th September 2020 at 10:30 CET

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

Things remain calm

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At the beginning of September, the situation in the euro zone is calm. The sentix Euro Break-up Index remains at 5.7%. The sub-index for Italy is also unremarkable.

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