sentix Survey results (35-2020)

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Das Positionsrisiko nimmt deutlich zu

Bislang hat die „Mauer der Angst“ dem Aktienmarkt Flügel verliehen. Doch nun Ende August verändert sich das Anlegerverhalten, indem das Aktiensentiment (zumindest für US-Aktien) erstmals seit Beginn der Corona-Krise leicht positiv wird. Zudem zeigt das Investitionsverhalten eine deutliche Risikoerhöhung an. Fest steht: Ab jetzt beginnt der wirklich riskante Teil der Aktienmarktentwicklung!

Weitere Themen:

  • FX: Auf EUR-USD lastet die Bereitschaft für Gewinnmitnahmen
  • Gold: Zurück im Bullmodus
  • sentix Anlegerpositionierung in Aktien und Renten

Lesen Sie hier die Ergebniskommentierung (sentix Registrierung erforderlich)

sentix Survey results (34-2020)

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Basic confidence continues to rise

The stock markets are in the middle of the seasonally difficult summer period, which runs from the beginning of August to mid/end of September. This period of uncertainty is reflected in the sentiment data, which continue to show a fair amount of scepticism among investors. The discussions about a second lockdown, e.g. in Germany, which would undoubtedly cause great economic damage, are an additional burden. But scepticism is an important support for the markets.

Further results:

  • FX: Profit taking in EUR-USD
  • Bonds: The headwind is increasing
  • sentix styles - Investor preferences & behavior

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sentix Survey results (33-2020)

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High Euro Overconfidence

Overconfidence is spreading among investors in EUR/USD! The steady rise in prices creates a feeling that there is easy money to be made. The risk radar therefore warns against a consolidation. Nevertheless, the high investor bias " Pro Euro " remains positive in the medium term. In the case of equities, medium-term basic confidence is creeping back, while in the case of bonds the path is tilting.

Further results:

  • Equities: Trust creeps back
  • Gold & Silver: The counterattack comes immediately
  • sentix Sector sentiment: Travel, no thank you

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sentix Survey results (32-2020)

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It gets hot

Not only the summer temperatures are going through the roof, but also investment themes such as gold or EUR/USD are running hot. Especially with silver we measure an extremely high overconfidence. The risks become visible in our risk radar. On the other hand, equities - despite the widely expected second wave of corona infections - are by no means risky, even though the seasonally weak phase has begun. On the positive side, the medium-term bias for equities continues to rise.

Further results:

  • Equities: Basic confidence rises
  • Bitcoins: Once again a new all-time high in bias
  • sentix economic indices: Monday 10th August 2020 at 10:30 A.M.

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sentix Survey results (31-2020)

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Lousy mood

The series of unusual sentimental developments since the outbreak of the corona crisis continues. The publication of data on GDP growth in Q2, both in the US and in Europe, has once again demonstrated to investors the extent of the crisis. The answer is a very negative sentiment. But at the strategic level, the GDP data have a very different effect. As a result, the sentiment data are surprisingly positive!

Further results:

  • Bitcoins: Confidence winner
  • Silver: Profit-taking expected

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

 

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