sentix Survey results (27-2020)

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Unfavourable development

"Moods up, bias down." This reaction in investor behaviour is basically an unfavourable development for equities. Nevertheless, the stock market could once again venture a (short-term) upward attack. This is because seasonality has opened another positive window of opportunity. This week, the stock markets in China and the gold and silver mine complex are conspicuous. In addition, there is a rare constellation in Bitcoins.

Further topics:

  • Equities: China's stock market surprises investors
  • Bitcoins: Crypto market faces major movement
  • sentix economic indices: Monday 06th July 2020 at 10:30 A.M.

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sentix Survey results (26-2020)

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Irritation increases

Despite the considerable irritation and distortions caused by the corona crisis, the stock markets are largely developing in line with their typical seasonal profiles. This is particularly true of the DAX index. If this were to continue, a positive trend would have to develop over the course of the week, which could last until around July 20. In this issue, we examine whether the conditions for this are also present in terms of sentiment.

Further topics:

  • FX: USD continues to fall from grace
  • Commodities: All-time high in the silver sentiment
  • sentix investor positioning in equities and bonds

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Portfolio action requires justification

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In March 2020, investors were in panic. Sentiment was poor and fears that the corona virus and lock-down measures would derail the global economy caused panic. And this in turn led to low investment levels and defensive positioning. But now, at the end of June, everything is better. Is it?

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sentix Survey results (25-2020)

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More risk, more fun?

The anniversary survey has some exciting results: Investors continue to enjoy precious metals and the bearish mood of the previous week is also easing for equities. What remains in the medium term, however, is a certain lack of prospects. Nevertheless, investors are increasing their risk in many sub-segments (see Styles), although the seasonally positive window for equities will close in 5 weeks at the latest.

Further topics:

  • Equities: The fears give way
  • Precious metals: Silver still favoured
  • sentix Styles – Investor preferences & behavior

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sentix Survey results (24-2020)

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Mood slump

In the course of the week, the stock markets surprised us with sharp declines. On the part of our data, the weak basic confidence in particular spoke in favour of a certain caution. A clearer signal was provided by US option data. The put-call ratio was at very low levels and clearly showed speculative exaggeration. Adjustments are now being made to both indices. What does the slump in sentix sentiment indices mean?

Further topics:

  • FX: Euro basic confidence continues to rise
  • Precious metals: Still sought after by investors
  • sentix Sector sentiment

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

 

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