sentix Survey results (43-2021)

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The air for black gold is getting thin

The topic of inflation fears is pushing investors out of their bond exposures. This can be observed for euro bonds as well as for U.S. bonds. From a risk assessment perspective, this seems to mean that the worst is over, especially as the crude oil price is also signaling a high-risk situation and relief could be on the way. For the equity side, we also measure high investment levels. Now the professionals have also bought in and are gearing up for a positive fourth quarter of 2021.

Further results:

  • Equities: China turns up
  • Precious metals: gold and silver fight back
  • sentix investor positioning in equities and bonds

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sentix Survey results (42-2021)

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Sentiment impulse

The number of bulls for US equities, as measured by sentix sentiment, has jumped in the last two weeks. This is likely to dampen the price outlook in the short term. However, a trend reversal is not on the agenda, as this increase is part of a bullish sentiment impulse that suggests further price gains on an 8-10 week horizon.

Further results:

  • Gold mines: Better times ahead
  • Precious metals: Strategic bias continues to rise
  • sentix styles - Investor preferences & behavior
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sentix Survey results (41-2021)

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Crude oil with high risk

The greatest risks are currently indicated by the price of crude oil. Sentiment is now euphoric, basic confidence in black gold is beginning to decline. The mix of both results (TD-Index) in an unfavourable starting position for the lubricant of the global economy. Conversely, this should mean a counter-cyclical support signal for bonds, as rising energy prices are fuelling inflation fears.

Further results:

  • Equities: US equities constructive
  • Equities: No damage in confidence in Japan
  • sentix Sector Sentiment

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sentix Survey results (40-2021)

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Sentiment slump

As expected, the post-election week after the Bundestag elections in Germany presented itself from a weaker, hectic side. The unrest stemmed less from politics and more from the turbulence on the energy markets. This led to striking sentiment signals in a number of markets.

Further results:

  • FX: Sentiment in slump in EUR-USD
  • Crude oil: Euphoria indicated
  • sentix Economic index: Monday, 4th October 2021 on 10:30h CEST
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sentix Survey results (39-2021)

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Hectic post-election week likely

While last week the focus was on China and the bankruptcy of the real estate company Evergrande, the discussion of the Bundestag election results is likely to move people's minds in the coming week. Traditionally, the post-election week is rather negative. Uncertainties about future politics are not bullish for the DAX, but nevertheless did not usually prevent a positive performance in Q4.

Further results:

  • Bonds: Institutionals are bearish
  • Crude oil: Unseasonably rising underlying confidence
  • sentix investor positioning in equities and bonds
Click here for the full report (requires a sentix registration)

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