sentix Survey results (43-2026)

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Written by Manfred Hübner | 25 October 2026
Posted in sentix Weekly

Seasonal divergences in the US equity market

On the equity markets, investors’ divergent medium-term stance towards Chinese and US equities currently stands out. Against this backdrop, the relative strength of US equities could be called into question. We are also receiving interesting signals from the gold market, from US equity market seasonality, and from investor positioning in emerging market equities.

Further results

  • Equities: China OCI at an all-time low
  • Gold: A buy signal once again
  • sentix investor positioning in equities, bonds & other assets

Click here for the full report

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