Weak start to the new year

Written by Manfred Hübner | 06 January 2019
Posted in sentix Economic News

From an economic point of view, the new year begins just as the old one ended: the worries on the forehead of investors about the overall economic situation did not diminish at the beginning of January 2019. For the im-portant economic regions of the world, the sentix economic indices show another slight setback. In Euroland, the overall index fell from -0.3 to -1.5 points, the fifth consecutive decline. The expectations for the US economy are changing particularly strongly: here the US administration is increasingly blocking itself.

sentix Investmentmeinung 52-2018

Written by Patrick Hussy | 02 January 2019
Posted in sentix Weekly

There are no translations available.

Ungewöhnliches Positionierungsverhalten zum Jahreswechsel

Der Jahresausklang 2018 an den Börsen war turbulent. Eine solch ausgeprägte Schwäche bei Aktien hatten wohl die wenigsten auf der Rechnung. Die Portfolien wurden auf Krisenmodus angepasst, die jahresend-typische Benchmark-Annäherung unterblieb. Dies dürfte den Jahresauftakt entscheidend prägen.

Geänderte Einschätzungen: DAX, Nasdaq 100, Bund-Future, US-Treasury-Future, USD/JPY

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

sentix Survey results (52-2018)

Written by Patrick Hussy | 30 December 2018
Posted in sentix Weekly

Silvester Edition

Silver and gold shine in the firmament at the end of 2018. Sentiment knocks at the upper extremes, the bias in gold still keeps pace with exuberance, so the current movement should be sustainable. Equity sentiment is also recovering slightly. Otherwise there are only slight emotional polarizations at the end of the year. This is precisely why it is worth taking a look at the unusual positioning behavior at the turn of the year.

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sentix Survey results (51-2018)

Written by Patrick Hussy | 23 December 2018
Posted in sentix Weekly

Christmas Edition

Silent Christmas - no chance! Strong extremes of sentiment are occurring in rows on many markets and asset classes. This applies not only to stock sentiment, but also to precious metals in particular. The mood at silver marks an all-time high! Conversely, we measure a 26-week low in the sentix mood barometer for crude oil. Merry Christmas!

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sentix Investmentmeinung 50-2018

Written by Patrick Hussy | 17 December 2018
Posted in sentix Weekly

There are no translations available.

Gerüstet für eine US-Dollar-Schwäche

Der Jahreswechsel steht an, vieles befindet sich im Umbruch. So fällt auch dieser Tage eine zunehmende Abkehr der Anleger zum US-Dollar auf. Dieser wird im dynamischen Anstieg des Strategischen Bias sichtbar und sollte die Währungsmärkte in den kommenden Monaten entscheidend prägen.

Geänderte Einschätzungen: keine