sentix Survey results (31-2026)

Print

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

Click here for the full report

We use cookies and third-party services that store information in the end device of a site visitor or retrieve it there. We then process the information further. This all helps us to provide you with our basic services (user account), to save the language selection, to optimally design our website and to continuously improve it. We need your consent for the storage, retrieval and processing. You can revoke your consent at any time by deleting the cookies from this website in your browser. Your consent is thereby revoked. You can find further information in our privacy policy. To find out more about the cookies we use and how to delete them, see our privacy policy.

I accept cookies from this site.

EU Cookie Directive Module Information