Trump in the downwind

Written by Manfred Hübner | 15 May 2017
Posted in Special research

According to the French parliamentary elections, which gave the desired result from the investors' point of view, investors now see a neutral impact of political questions on the financial markets. Brexit, geopolitics and the US president, however, are stress factors. The latter must fight with a noticeable loss of his nimbus.

sentix ASR Essentials 19-2017

Written by Manfred Hübner | 14 May 2017
Posted in sentix Weekly

Telecoms sentiment upswing in the face of falling relative

Monthly survey questions on investors’ views on the medium-term outlook for European sectors reveal a less positive view on Energy and Basic Resources versus the market, which chimes with participants’ still negative medium-term strategic bias on Oil. At the same time, sentiment also weakened over the month in the case of defensive sectors such Healthcare, Food & Beverages and Utilities. However, on the more-defensive sector front an interesting divergence has also recently emerged in the case of Telecoms. Survey findings are consistent with a gradual improvement in sentiment towards Telecoms versus the market, even as the sector relative has hit ten year lows. See page 2 for charts.

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Bitcoin Bubble - revisited

Written by Manfred Hübner | 09 May 2017
Posted in Woolly thoughts (blog)

There are no translations available.

Sie blüht wieder, die schönste aller Blüten: die Bitcoin-Blase. Doch wann und wie wird sie platzen? Eine behavioristische Bestandsaufnahme.

Again lots of new data

Written by Manfred Hübner | 08 May 2017
Posted in Database news

Since 2001 we collect sentiment information for various markets. Now we can announce the biggest expansion of our sentiment coverage since then!

sentix Investmentmeinung 18-2017

Written by Manfred Hübner | 08 May 2017
Posted in sentix Weekly

There are no translations available.

Macron ist da – und jetzt?

Keine Überraschung war für die Anleger der Sieg von Emanuel Macron bei den französischen Präsidentschaftswahlen. Die Anleger haben ihm bereits in der Vorwoche freudig erwartet. Das Ausmaß der Kurssteigerungen war dabei durchaus beachtlich, wenn man bedenkt, dass diese Anleger eigentlich nicht wirklich eine Perspektive für Aktien auf dem aktuellen Niveau sehen. Nun ist er da, was kommt jetzt?

Geänderte Einschätzungen: DAX, EuroSTOXX, EUR-JPY, USD-JPY, Rohöl

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