sentix Survey results (37-2020)

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TD-indices with positive signals

The number of bullish market participants remains at an unusually low level. At no point during the rally that began in March, which generated price increases of more than 60%, did the number of bulls approach 40% or even 50%. That is unusual. The wall of worry visible in it remains a supporting moment. In addition, there is now a clear movement in basic strategic confidence!

Further results:

  • Bonds: The bias falls again
  • FX and Gold: Bias and positioning under the magnifying glass
  • sentix sector sentiment

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sentix Survey results (36-2020)

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Positive for the autumn

Last week we recommended that from now on you should not drive without an airbag (portfolio insurance)! The week just started showed a volatility surge, both in equities and in other asset classes. There were increased indications of an offensive positioning behavior as well as high overconfidence. Investors are now showing a remarkable reaction!

Further results:

  • FX: Readiness to sell continues to increase for EUR-USD
  • Goldmines equities: Basic confidence rises to 52-week high
  • sentix economic index: Monday 07th September 2020 at 10:30 CET

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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

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

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