sentix Survey Essentials (English)

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    sentix Survey results 48-2021

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    28.11.21
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    Sentiment falls, bias rises reflexively

    The weakness of the stock market is clearly reflected in market sentiment. The number of bulls is falling significantly, so that sentix sentiment is slightly negative again. Even if this means that the data situation has tended to improve, the current consolidation phase is probably not yet over. However, the speed of adjustment in investor expectations suggests that the consolidation period will be shorter overall.

    Further results:

    • Bonds: Turn in strategic bias
    • Crude oil: Consolidation not yet over
    • sentix investor positioning in equities and bonds

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    sentix Survey results 47-2021

    Uploaded:
    21.11.21
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    Descent in bias

    Confidence in equities continues to wane. This can be observed not only for the Eurozone, but also for the other regions of the world. The euphoria that we were able to measure in classic sentiment just two weeks ago has also faded in a hurry. Instead, the countercyclical signals from the risk radars in bonds and crude oil are materializing.

    Further results:

    • Bonds: Signal quality of the risk radar - part 1
    • Crude oil: Signal quality of the risk radar - part 2
    • sentix styles - Investor preferences & behavior

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    sentix Survey results 46-2021

    Uploaded:
    14.11.21
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    Equity sentiment neutralises somewhat

    After the very bullish sentiment values of the past week, sentiment has neutralised slightly with the onset of consolidation. However, an end to the current consolidation phase is not very likely, especially since the basic strategic confidence has also weakened further.

    Further results:

    • Precious metals: Investors are ecstatic
    • FX: EUR-USD bias declines further
    • sentix Sector Sentimentth November 21 on 10:30h CET

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    sentix Survey results 45-2021

    Uploaded:
    07.11.21
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    Euphoric mood in equities

    Within a month, the mood on the stock markets has fundamentally changed. We measure a sentiment that has rarely been reached before - last in 2019! In the seasonally bullish phase of the year, such sentiment is less risky. But the current tear-down in underlying strategic confidence sends a reminder. In the short term, the upswing will be slowed either way.

    Further results:

    • Bonds: Turning bias
    • FX: EUR-USD bias under pressure
    • sentix Economic index: Monday, 8th November 21 on 10:30h CET

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    sentix Survey results 44-2021

    Uploaded:
    31.10.21
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    797 KB

    Trick or Treat

    Such a clear break in the crude oil bias should soon have consequences for oil prices. Over the past five weeks, the strategic bias has shed 24 percentage points. Both the absolute (negative) level and the rate of change of the indicator suggest declining crude oil prices. This should take some of the pressure off central banks to act. The interest rate market could benefit from this.

    Further results:

    • Equities: Halloween party
    • Bonds: Trick or Treat
    • Crude oil: Bias slides
    • Precious metals: Silver picks up

  • pdf.png

    sentix Survey results 43-2021

    Uploaded:
    24.10.21
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    The air for black gold is getting thin

    The topic of inflation fears is pushing investors out of their bond exposures. This can be observed for euro bonds as well as for U.S. bonds. From a risk assessment perspective, this seems to mean that the worst is over, especially as the crude oil price is also signaling a high-risk situation and relief could be on the way. For the equity side, we also measure high investment levels. Now the professionals have also bought in and are gearing up for a positive fourth quarter of 2021.

    Further results:

    • Equities: China turns up
    • Precious metals: gold and silver fight back
    • sentix investor positioning in equities and bonds

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    sentix Survey results 42-2021

    Uploaded:
    17.10.21
    File Size:
    1 MB

    Sentiment impulse

    The number of bulls for US equities, as measured by sentix sentiment, has jumped in the last two weeks. This is likely to dampen the price outlook in the short term. However, a trend reversal is not on the agenda, as this increase is part of a bullish sentiment impulse that suggests further price gains on an 8-10 week horizon.

    Further results:

    • Gold mines: Better times ahead
    • Precious metals: Strategic bias continues to rise
    • sentix styles - Investor preferences & behavior

  • pdf.png

    sentix Survey results 41-2021

    Uploaded:
    10.10.21
    File Size:
    956 KB

    Crude oil with high risk

    The greatest risks are currently indicated by the price of crude oil. Sentiment is now euphoric, basic confidence in black gold is beginning to decline. The mix of both results (TD-Index) in an unfavourable starting position for the lubricant of the global economy. Conversely, this should mean a counter-cyclical support signal for bonds, as rising energy prices are fuelling inflation fears.

    Further results:

    • Equities: US equities constructive
    • Equities: No damage in confidence in Japan
    • sentix Sector Sentiment

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    sentix Survey results 40-2021

    Uploaded:
    03.10.21
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    Sentiment slump

    As expected, the post-election week after the Bundestag elections in Germany presented itself from a weaker, hectic side. The unrest stemmed less from politics and more from the turbulence on the energy markets. This led to striking sentiment signals in a number of markets.

    Further results:

    • FX: Sentiment in slump in EUR-USD
    • Crude oil: Euphoria indicated
    • sentix Economic index: Monday, 4th October 2021 on 10:30h CEST

  • pdf.png

    sentix Survey results 39-2021

    Uploaded:
    26.09.21
    File Size:
    1 MB

    Hectic post-election week likely

    While last week the focus was on China and the bankruptcy of the real estate company Evergrande, the discussion of the Bundestag election results is likely to move people's minds in the coming week. Traditionally, the post-election week is rather negative. Uncertainties about future politics are not bullish for the DAX, but nevertheless did not usually prevent a positive performance in Q4.

    Further results:

    • Bonds: Institutionals are bearish
    • Crude oil: Unseasonably rising underlying confidence
    • sentix investor positioning in equities and bonds

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