sentix Survey results (08-2026)

Written by Manfred Hübner | 22 February 2026
Posted in sentix Weekly

Mixed data in equities

We are currently seeing conflicting signals on the stock market. Fundamental confidence in the DAX is rising significantly, especially among professionals. Despite a high OCI value, this points to opportunities in the spring. In contrast, investor irritation with US equities is rising significantly. At least in the short term, the risks are growing here. Impressive data is also available for EUR-USD, EUR-CHF, gold mines and crude oil.

Further results

FX: Shift in confidence for the Swiss franc
Crude oil: Bullish sentiment in the short term
sentix Styles – Risk appetite and investor preferences

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Chemie im Aufwind, Banken unter Druck - Sektor-Report - 02.26

Written by Manfred Hübner | 16 February 2026
Posted in Special research

There are no translations available.

Chemie im Aufwind, Banken unter Druck

Die aktuelle sentix Sektoranalyse zeigt ein klares Auseinanderdriften der Marktsegmente. Während der Chemiesektor mit positiver Saisonalität, anziehender relativer Stärke und wachsendem Sentiment wiederentdeckt wird, verdichten sich bei Banken und Telekom die Risiken spürbar. Defensive Bereiche wie Nahrungsmittel und Immobilien präsentieren sich stabil, während bei Medien trotz überverkaufter Lage noch Geduld gefragt ist. Der neue sentix Sektor Report zeigt, wo sich Chancen eröffnen – und wo relative Vorsicht weiterhin Priorität hat.

sentix Survey results (07-2026)

Written by Patrick Hussy | 15 February 2026
Posted in sentix Weekly

Historically high irritation among German equities

The most striking feature of investor behaviour towards equities at present is the high level of neutrality in the market. This is at a 25-year high for German equities and reflects the enormous irritation among investors. Many do not want to take sides and are therefore fleeing to the neutral camp. This will create pressure to adjust and future volatility as soon as there is more visibility. Technology stocks have also fallen out of favour. The bias continues to erode there.

Further results

Equities: US tech stocks fall out of favour
Bonds: Constellation not refreshing
sentix sector sentiment

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Bonds geraten unter Druck - Makro-Report - 02.26

Written by Manfred Hübner | 09 February 2026
Posted in Special research

There are no translations available.

Die Konjunkturlage sowie die Erwartungen für Euroland und Deutschland verbessern sich deutlich. Das entlastet die Aktienmärkte, erhöht aber das Risiko am Bondmarkt. Asien bleibt die Wachstumslokomotive, aber auch Lateinamerika ist weiter gut unterstützt. Das globale Konjunktur-Momentum verbessert sich damit erneut, was auch den Ölpreisen Auftrieb geben könnte. Darüber hinaus gibt es wenig neue Makro-Impulse.

Lesen Sie hier den Report (kostenpflichtig)

Another silver lining on the horizon

Written by Manfred Hübner | 09 February 2026
Posted in sentix Economic News

At the beginning of February, the sentix economic indices are showing a silver lining for the eurozone economy. The sentix overall economic index rose for the third time in a row to +4.2 points – a substantial increase of six index points. Despite discussions about a gas shortage, the investors surveyed by sentix are also extremely confident about the German economy. Internationally, the Asian region remains the main driver of the current global upturn. Eastern Europe and Latin America are also keeping pace. The US, on the other hand, is relatively weak.