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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sentix Survey results (26-2019)

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Gold positioning now relatively bullish

In recent weeks, investor interest in gold has increased significantly. The rise in prices reflects the purchases of investors, who have finally followed their positive basic convictions of recent weeks. In the short term, this exhausts the price potential. The strategic bias remains strong, but the portfolios are now invested in favour of gold. An interim consolidation, triggered by profit-taking, could then prepare a positive continuation of the trend.

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Seasonally July is more exciting than May

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Saisonal ist der Juli spannender als der Mai

Die DAX-Saisonalität entspricht in diesem Jahr relativ gut der typischen Saisonalität. Während in den Medien meist der Mai als Verkaufsmonat diskutiert wird, ist der Juli der viel spannendere Monat.

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