Greater reversal in sector trends?

Print

Since August, something has been happening in the relative strength of the sectors. The winners of the last 18 months, pharmaceuticals and food, are weakening. And the weak automotive and banking sectors can improve. Will there be a sustainable turn now?

Read more here (sentix registration necessary)

sentix Survey results (41-2019)

Print

Sentiment impulses

The ups and downs of the stock markets are usually based on the dynamics of the economy as measured by the sentix economic situation indices. The strength of this dynamic is often due to the trend in interest rates. Since the beginning of 2018, however, equities have decoupled themselves in a special way from economic momentum. The reason: only parts of the economy have been in recession so far and interest rates are well below 0%. Does this carry stocks any further?

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

sentix Survey results (40-2019)

Print

Buy signals from sentiment

People make markets - and these are under the impression of emotions. This applies to investors worldwide. Our chart of the week shows the sentix sentiment values for US equities. In the last 12 months the market has gone through 11 sentiment cycles. These can be seen more clearly at sentix than with known US data, e.g. the put call ratio. Currently, another exciting point has been reached (see commentary in the analysis).

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

Positioning risks in gold remain high

Print

A month ago, we highlighted gold as a risky investment at this point. The risk radar showed a strongly negative score of more than -2, which suggested a noticeable correction. This has now begun.

Read more here (sentix registration necessary)

sentix Survey results (39-2019)

Print

US equity sentiment - „made in Germany“

Sentiment for US equities is dropping by 13 percentage points, completely dispelling the optimism that prevailed for Wall Street at the beginning of September. A comparison with the AAII Bull Bear Index shows the leading characteristic of the sentix sentiment indicator, the turning points are displayed much earlier and thus more accurately than their US counterparts: US stock sentiment - "made in Germany"!

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

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