sentix Survey results (26-2025)

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Written by Manfred Hübner | 29 June 2025
Posted in sentix Weekly

Mood swing

The welcome ceasefire in the Iran-Israel conflict has moved investors. Short-term market sentiment has changed by more than 40%. However, this sentiment boost is unusual. Also unusual are the loss of attractiveness of short-term eurozone bonds and the sentiment signals for the EUR/USD, gold and crude oil.

Further results

  • Bonds: Short-term bonds lose appeal
  • Commodities: Sentiment slumps for gold and oil
  • sentix investor positioning in equities, bonds and others

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sentix Survey results (25-2025)

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Written by Manfred Hübner | 22 June 2025
Posted in sentix Weekly

Many bears in equities despite stable prices

In the sentix sentiment data for US equities, we measure an unusual discrepancy with the data from the American Association of Individual Investors (AAII). The number of bulls in our data is significantly lower than in the US data. In contrast, the bear ratios are almost identical. This difference is decisive for the further course of the share price, as low bull ratios, as seen in the sentix data, are positive for the market.

Further results

  • FX: Negative sentiment divergence for EUR-USD
  • Silver: Loss of confidence
  • sentix Styles - Investor preferences & behavior

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sentix Survey results (24-2025)

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Written by Manfred Hübner | 15 June 2025
Posted in sentix Weekly

Respect for June, no fear of summer

Investors are reacting ‘typically’ to the uncertainties in the Middle East when it comes to crude oil, but unusually so when it comes to equities. Investors appear to be interpreting the current period of uncertainty as an opportunity to buy equities in the medium term and see risks only in the short term. Bonds, on the other hand, are being shunned, as is the US dollar. The mood surrounding gold is very bullish.

Further results

  • Crude oil: Bullish sentiment, but also a rising bias
  • Gold: Excellent sentiment
  • sentix sector sentiment

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sentix Survey results (23-2025)

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Written by Manfred Hübner | 08 June 2025
Posted in sentix Weekly

The lack of optimism in equities is remarkable

Although stock markets are performing robustly, there is still a considerable lack of optimism. Investors appear unsettled in the short term, while scepticism remains prevalent in the medium term. In contrast, we are detecting an almost euphoric mood in the silver market, which is coming at a bad time of year.

Further results

  • Japan: Equity bias weakens, yen bias also weakens
  • Silver: Critical data situation in a seasonally difficult period
  • sentix economic index: Tuesday, 10.06.2025 at 10:30 CEST

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sentix Survey results (22-2025)

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Written by Patrick Hussy | 01 June 2025
Posted in sentix Weekly

Tariff chaos causes major investor irritation

The withdrawal of the US tariffs by a US court and the same-day revision by the next legal instance is causing irritation among investors and a continuing loss of confidence in US assets. This is particularly evident in currencies: the strategic bias in the USD/JPY currency pair has reached a 19-year low! Gold and silver remain sought after as escape vehicles, but will have to deal with weak seasonality in June.

Further results

  • Bonds: US bonds as relative loser
  • Precious metals: Positive setup, but weak seasonality
  • Currencies: The greenback on the offside

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