sentix Survey results (43-2026)

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Written by Manfred Hübner | 25 October 2026
Posted in sentix Weekly

Seasonal divergences in the US equity market

On the equity markets, investors’ divergent medium-term stance towards Chinese and US equities currently stands out. Against this backdrop, the relative strength of US equities could be called into question. We are also receiving interesting signals from the gold market, from US equity market seasonality, and from investor positioning in emerging market equities.

Further results

  • Equities: China OCI at an all-time low
  • Gold: A buy signal once again
  • sentix investor positioning in equities, bonds & other assets

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sentix Survey results (42-2026)

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Written by Manfred Hübner | 18 October 2026
Posted in sentix Weekly

Chinese equities with opportunities

Things are getting exciting on the Chinese equity market. Investors’ confidence in the market is thoroughly dented. The risk radar is therefore signalling contrarian opportunities. Silver, too, is moving back into focus. Underlying confidence remains very strong, and so far so does the reluctance to buy. On the bond market, the short-term pessimism has disappeared. That could slow the recovery.

Further results

  • Bonds: Sentiment neutral
  • Silver: Strong underlying conviction, low investments
  • sentix Styles – Risk appetite and investor preferences

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sentix Survey results (41-2026)

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Written by Patrick Hussy | 11 October 2026
Posted in sentix Weekly

Don’t miss a thing!

There are currently some exciting developments in the currency markets. Sentiment for EUR/USD is at rock bottom, with signs that the single currency may be set for a recovery. There are also notable developments in the sentix data set for the Swiss franc. On the equity front, there is not a hint of euphoria. Investors are reacting very actively to the changing market conditions and are now taking on more risk in their portfolios again. They simply don’t want to miss out on anything…!

Further results

  • Bonds: Confidence is growing
  • FX: A chance for the Euro to stabilise
  • sentix sector sentiment

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sentix Survey results (40-2026)

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Written by Patrick Hussy | 04 October 2026
Posted in sentix Weekly

A shift in the seasonal pattern is drawing nearer

Investors continue to anticipate a restrictive central bank policy and the resulting headwinds for bonds. At the same time, however, conflicting signals on the bond market are becoming more pronounced, particularly as bargain hunters are becoming increasingly active at the current yield levels. For equities, rising interest rates remain a latent burden. These concerns are already reflected in market sentiment. In the medium term, however, investors are trying to look beyond the interest rate headwinds and are hoping for a swift end to the current weak seasonal trend in equities.

Further results

  • Bonds: Chance of stabilisation in bond prices
  • Precious metals: Confidence remains high despite pressure from interest rates
  • sentix Economic Index: Monday, 5th October 2026 at 10.30 CEST

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sentix Survey results (39-2026)

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Written by Manfred Hübner | 27 September 2026
Posted in sentix Weekly

Positive Signals from the overconfidence index

On the financial markets, an intriguing juncture has been reached, brought into especially vivid focus by the difference in the sentix Overconfidence Index between US equities and US bonds. The weakness of the bond market is so pronounced that it has destroyed investors’ confidence in bonds. Confidence lies with equities. Such divergences point to a reversal in relative attractiveness that may well develop a medium-term character.

Further results

  • Equities: Stable underlying confidence
  • Crude oil: TD Index in the sell zone
  • sentix investor positioning in equities, bonds & other assets

Click here for the full report

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