sentix Survey results (07-2020)


Equities: No good news, bias rushes down

Since last Monday it has been clear that sentix economic expectations are being dampened for the first time after three consecutive rises. For the region Asia ex Japan (China) the decline is even more pronounced than in the other regions of the world. If economic expectations follow the decline in the Baltic Dry index, this could mean further difficulties. The stock markets (CSI 300) have so far reacted to the clouding only to a limited extent. The strategic equity bias is clearly collapsing globally.

Further topics:

  • Equities: Great sentiment divergence
  • FX: Dollar-Run
  • sentix Sector sentiment

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

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