sentix ASR Essentials 50-2016

Written by Patrick Hussy | 18 December 2016
Posted in sentix Weekly

Dollar optimism hasn’t curbed commodity sentiment

The sentix survey suggests that several sentiment strands remain in place as markets head towards the festive break. Optimism on equities is high, but less stretched than it was a week ago. At the same time, investors remain highly positive on the outlook for commodities as grouping, albeit it appears that Gold has lost its medium-term lustre for survey participants. Such optimism on commodities has opened up a notable gap between investors’ views on commodities and emerging market equities. It has also occurred despite increasing optimism on the US dollar, with pessimism on EUR/USD still running at historically extended levels. Interestingly, dollar optimism has not curbed investors’ positive opinion on the outlook for commodities (see Charts 2-4, p2).

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European bank stocks are en vogue again

Written by Admin sentix | 13 December 2016
Posted in Special research

The sentix Sector Sentiment for European bank stocks hits the highest value since January 2014. Investors’ perception inverted by 180 degrees within only a few months. At least in the short-run, the steady rate of bullish conversion strains further outperformance.

Déjà-vu

Written by Julien Mueller | 12 December 2016
Posted in Special research

sentix Sentiment for the German equity market scores new record high. Investors celebrate previous week’s stock market gains. The latest sentiment frenzy represents a short-term contrarian sell signal – a similar set-up as last year.

sentix Jahresausblick 2017

Written by Manfred Hübner | 12 December 2016
Posted in Special research

There are no translations available.

Das Jahr 2016 neigt sich dem Ende zu - es wird Zeit, sich über die Strategie für 2017 Gedanken zu machen! Der sentix Jahresausblick 2017 wirft einen Blick voraus auf das kommende Jahr und liefert wertvolle Themenanalysen sowie die sentix Jahresablaufpläne für eine Vielzahl von Anlagemärkten.

sentix Investmentmeinung 49-2016

Written by Manfred Hübner | 12 December 2016
Posted in sentix Weekly

There are no translations available.

Aufbruch – Es kann nicht bleiben wie es ist!

Die abgelaufene Woche hat kräftige Kursgewinne am Aktienmarkt gebracht. DAX und EuroSTOXX haben ihren relativen Rückstand gegenüber USA und Japan aufgeholt. Dabei gelang der Sprung über wichtige technische Hürden, was für 2017 hoffen lässt. Doch kurzfristig behindert ein euphorisches Sentiment die Jahresendrally.

Geänderte Einschätzungen: Aktien Deutschland und Europa

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