Risk of contagion continues to decrease

Print

In Euroland, summer rest begins. Following the European elections and the filling of government positions in the EU, Italy has also recently brought some relief. This is reflected in the Euro Break-up Index, which at 8.9 points once again falls below the 10 percent threshold. The easing is even more visible in the index, which measures the risk of contagion. This one marks a new three-year low.

Read more...

sentix Survey results (30-2019)

Print

Silver bias goes through the ceiling

At 71 percent, the strategic bull overhang in silver marks an absolute record. The strategic bias on silver rises to dizzying heights and illustrates the extremely high basic conviction among investors. A reaction in the positioning behavior has already taken place! With almost 55,000 contracts traded (CoT Report), speculations on a rising silver price predominate. It remains positive that the sentiment for silver (see also page 4 middle) with +30% clearly lags behind the bias.

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

 

Sample of the pre-election years does not bring any seasonal re-lief

Print

Sample of the pre-election years does not bring any seasonal relief

The Lent period on the stock markets is about to begin. From now on the friendly period for shares ends. Volatile, low-yield stock market weeks lie ahead of us.

Read more here (sentix registration necessary)

sentix Survey results (29-2019)

Print

The bear comes back, but he's not yelling out

The two large investor camps are once again taking different paths in their strategic considerations. The difference between the bias of institutional and private investors has risen again to 10 points for the US equity market. The private sector is therefore much more sceptical than the investment professionals. As a rule, this is a good sign for the stock markets. On an 8-week horizon, the S&P 500 will rise by an average of 2.8 percent after such a signal. But there are also rare exceptions: September 2018!

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

Sector signal for automobiles and telecom stocks

Print

The car stocks are still very interesting in sentiment terms, as the sector sentiment is almost -2.3 standard deviations in absolute terms and thus one of the lowest values ever measured by sentix since 2001. A negative sentiment indicates an underinvestment by investors and, from a contrary point of view, price opportunities.

Read more here (sentix registration necessary)

We use cookies to personalize our content, to auto-login to our website and to improve your experience when using it. Cookies used for the essential operation of the site (authorization, language setting or user-security) have already been set. To find out more about the cookies we use and how to delete them, see our privacy policy.

I accept cookies from this site.

EU Cookie Directive Module Information