sentix Survey results (11-2020)

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"Bias Rise" as a Hope

Sentiment for equities had recently fallen sharply. This week we are measuring a slight increase in sentiment for US equities of 8 percentage points, even though the absolute value of -34 percentage points still remains in bearish territory. Surprisingly, investors are showing confidence as they look to the medium term. There are some signs of easing - at least in the short term.

Further topics:

  • Precious metals: Selling pressure increases
  • Bonds: No value – Part 2
  • sentix Sector sentiment

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

Welcome to Absurdistan

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Anyone who thought that the bond markets had already experienced their greatest possible exaggeration in the summer of 2019 has recently been proven wrong in the wake of the Corona crisis. We would not have thought that the yield on 10-year Bunds could once again reach a new all-time low. For US bonds we were somewhat more opti-mistic (and therefore had a long position in our fund here), but a fall in interest rates from 1.5% to 0.5% within a month was beyond our imagination.

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sentix Survey results (10-2020)

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All-time lows in equity sentiment

The situation is becoming more and more extreme: We are measuring an extremely high level of pessimism, particularly with regard to equities and crude oil. The sentiment barometers for stocks in Euroland and Japan even mark historic all-time lows! On the other hand, it is bonds and precious metals that make investors cheer in the crisis. But their bias is eroding and signals selling pressure. It is astonishing that investors are keeping their bias high for equities in the medium term. The reliance on the central banks is once again high.

Further topics:

  • Precious metals: Erosion in bias
  • Bonds: No value
  • sentix economic index: Monday, 09.03.2020 at 10:30 A.M.

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

Bonds run hot

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In the course of the great uncertainty about the spread of the corona virus and the resulting economic consequences, shares have recently come under severe pressure. At the same time, investors have once again sought out safer havens. A wise decision?

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sentix Survey results (09-2020)

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Between fear and panic

The sentix indicators were probably one of the few indicators that had issued a clear warning on the stock markets. However, we were also surprised by the force with which stocks fell globally. Now the opposite situation has arisen. We can measure not only high volatility, but also very negative sentiment. This opens up short-term pull-back opportunities. But what are the medium-term price prospects for equities?

Further topics:

  • Precious metals: Profit taking begins
  • Bonds: Bullish without value
  • sentix investor positioning in equities and bonds

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

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