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06 July 2025
Posted in
sentix Weekly
The calm on the stock market is by no means transferable to current investor behaviour. Investors are highly irritated: The Super Neutrality Index for European equities remains at a challenging level and is incubating a volatility impulse. This could unload over the summer months. Investors are looking through potential summer weakness and the medium-term bias for equities is firmly to the upside. Can bonds/rising oil prices shake this confidence? What role does the US dollar play in this?
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