sentix Survey results (31-2025)

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Written by Patrick Hussy | 03 August 2025
Posted in sentix Weekly

Concerns about customs agreement for EU shares

What was already apparent for Japan and continued in the bias this week is now also becoming visible for Europe: the markets are taking a very differentiated view of the renegotiated customs deal between the US and the EU. This can be seen in the medium-term bias, which is tipping in favour of euro equities. Share sentiment also plummeted by a full 29 percentage points to -38 percentage points. A negative sentiment impulse is on the cards, especially as the seasonal pattern is currently turning negative. The situation is more constructive for US equities. Medium-term confidence is rising somewhat here.

Further results

  • Equities: US equities with a better setup
  • FX: Instis and private individuals at odds, new impetus needed
  • sentix economic index: Monday 04th August 2025 at 10:30 CEST

Click here for the full report

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