Sector signal for automobiles and telecom stocks

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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.

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sentix Survey results (28-2019)

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GBP in focus

The United Kingdom is still struggling to find the right course on the Brexit issue. The answer will come from a new prime minister. The fact that economic data in the UK have developed comparatively positively has remained largely unnoticed in recent weeks. The country has so far coped surprisingly well with the Brexit uncertainty. Now there are signs of a rethink among investors. The British pound could benefit from this!

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The shares are divided from the economy

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The hopes for a rapid rebound of the economy have died at the latest with the July data of the sentix economic index.

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sentix Survey results (27-2019)

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Bond overconfidence risk on the rise, focus on Italy

The focus is on Italian bonds. Sentiment is positive for the first time since recording began. The all-time high makes you prick up your ears! At the same time, medium-term confidence is clearly eroding (bias -8 percentage points, not shown), so the overall vote is negative: The balance of both indicators, which is reflected in the time difference index, reaches a 26-week high of +28 points. BTP have to release hot air and are forced into consolidation.

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Investors still relatively defensively positioned in equities

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Investors still relatively defensively positioned in equities

In June, equities in the eurozone gained significantly in value. Can this rally carry on?

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