sentix Survey results (31-2026)

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Written by Manfred Hübner | 02 August 2026
Posted in sentix Weekly

Position risks in USD-JPY are materialising

While the comeback of chip stocks drew heavy commentary over the course of the week, investors’ strategic underlying confidence in tech equities shows no reaction. The equity move is ageing. For Chinese equities there is an interesting OCI signal. Gold and gold mining stocks, by contrast, enjoy high underlying confidence. In USD-JPY, considerable positioning risks are now coming to a head.

Further results

  • Equities: The recovery is ageing
  • Equities: China rather than the US
  • Gold & gold mining stocks: High investor confidence

Click here for the full report

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