sentix Survey results (14-2020)

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Better on two feet

The situation on the international financial markets remains bleak. The news about the corona virus is dominating the day's events, and the economic lockdown is leading to great uncertainty. But on the financial markets it is not (only) the present that counts, but what comes into focus next. On the one hand, there is the very expansive fiscal policy (bond market strained). On the other hand there is the hope for an end to the lockdown!

Further topics:

  • Bonds: Basic trust erodes further
  • Oil: Further increase in bias
  • sentix Economic index: Monday, April 6th 2020, 10.30 a.m. CEST

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All gold, no money

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"Buy physical gold" is an often-heard recommendation from so-called gold experts to investors who fear a collapse of the financial system. Now we have a major crisis that threatens our very existence. And what is the physical market doing?

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Contrarian opportunities with crude oil

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Crude oil has been in free fall in recent weeks. The Brent spot price has not fallen by 50% within a month since 1983. What does this mean for investors?

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Will the euro crisis return?

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The corona crisis has worsened in recent weeks and, in addition to the health challenges, has also had a massive impact on the economy. Italy and Spain, two countries in southern Europe, have been particularly hard hit. There, the budget situation is likely to deteriorate sharply, which will increase the supply of government bonds. Investors are critical of this in view of the stability of the euro. The Euro Break-up Index rises to 13.4%!

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sentix Survey results (13-2020)

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Professionals are on the brakes

The main finding from investor behavior this week is that the strategic bias is eroding for many equity markets. This is particularly striking for US equities. Only the China bias is resisting this gravity. A historical comparison shows that these different developments have occurred again and again, and even out of time. This will also be the case in the Corona crisis. In the end, China is not an island either.

Further topics:
  • Equities: Is China an island?
  • Oil: The new perception of value is confirmed
  • sentix investor positioning in equities and bonds

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

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