Press and media archive
Folder: English
In this folder you find our latest press releases and "indicator in focus" studies. If you have questions regarding sentix or our research please contact us per mail at info@sentix.de or use the contact form. If you want to receive our publications automatically, please subscribe as a jourmalist to our press distribution list.
Files:
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Investors still relatively defensively positioned in equities - Indicator in focus
- Uploaded:
- 01.07.19
- Modified:
- 09.07.19
- File Size:
- 300 KB
- Version:
- 1.0
Investors still relatively defensively positioned in equities
In June, equities in the eurozone gained significantly in value. Can this rally carry on?
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Seasonally July is more exciting than May - Indicator in focus
- Uploaded:
- 24.06.19
- Modified:
- 27.06.19
- File Size:
- 217 KB
- Version:
- 1.0
Seasonally July is more exciting than May
Seasonal factors can significantly reinforce or dampen existing market trends, which are initiated by sentiment or price signals, for example.
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Nothing speaks for banks at the moment... - senix indicator in focus
- Uploaded:
- 18.06.19
- Modified:
- 20.06.19
- File Size:
- 190 KB
- Version:
- 1.0
Nothing speaks for banks at the moment...
...and there's a chance in that. The sentix sentiment sector for banks reached a value of -2.4 standard deviations in June, one of the lowest values measured by sentix since 2001. From the point of view of the contrary sentiment analysis, such a finding makes us sit up and take notice and in principle expect rising prices.
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Investors rely on the central banks - sentix Indicator in focus
- Uploaded:
- 12.06.19
- Modified:
- 12.06.19
- File Size:
- 230 KB
- Version:
- 1.0
Investors rely on the central banks
Even if the bond markets appear technically exhausted in the short term, they are still strongly supported thematically.
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Bund future positioning becomes a risk factor - sentix indicator in focus
- Uploaded:
- 27.05.19
- Modified:
- 30.05.19
- File Size:
- 274 KB
- Version:
- 1.0
Since the end of 2016, the positioning of investors has changed massively. Defensive positioning has now turned into the highest long rate since 2008 (!).
The attached analysis shows what this means for investors in the bond market.
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Indicator in focus: Real estate stocks in the spotlight
- Uploaded:
- 16.04.19
- Modified:
- 16.04.19
- File Size:
- 202 KB
- Version:
- 1.0
Real estate stocks in the spotlight
The real estate industry is currently strongly represented in public reporting. While tenants in major German cities are focusing on the industry's high profits, investors are rethinking. Sentiment is turning clearly southwards and the relative strength of the sector has also turned strongly. The spotlight into which the sector has fallen doesn't seem to be getting him well.
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Indicator in focus: Oil producers and consumers
- Uploaded:
- 15.03.19
- Modified:
- 16.04.19
- File Size:
- 203 KB
- Version:
- 1.0
Oil producers and consumers
Once a month sentix determines the sentiment of investors regarding the most important sectors in Europe. These sentiment data provide information on investors' expectations of individual sectors, but can also be analysed in relation to other sectors. Particularly interesting are sector pairs that have a fundamental connection. Such a link exists between oil producers and tourism stocks.
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Indicator in focus: Mood of crisis
- Uploaded:
- 13.02.19
- Modified:
- 13.02.19
- File Size:
- 204 KB
- Version:
- 1.0
Mood of crisis
Looking at the development of investor expectations towards the banking sector, one inevitably recalls the great fi-nancial crisis of 2008. Not only did share prices suffer almost as much in 2018 as they did then. The mood measured by sentix in sector sentiment is also similarly depressive. An interesting constellation for investors with opposing views.
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Indicator in focus: Swiss equities in high spirits
- Uploaded:
- 20.01.19
- Modified:
- 20.01.19
- File Size:
- 204 KB
- Version:
- 1.0
Swiss equities in high spirits
Swiss equities have been among the above-average stocks in recent weeks. And this, even though the majority of shares corrected here as well. Nevertheless, the defensive nature of the Swiss stock exchange proved to be conducive to stability. This leads to a very positive investor sentiment.
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Indicator im Fokus: Don't drink and drive!
- Uploaded:
- 16.10.18
- Modified:
- 16.10.18
- File Size:
- 198 KB
- Version:
- 1.0
Don’t drink and drive!
Automobile stocks have been among the weak stocks on the European stock markets in recent months. Above all, the discussions about driving bans in Germany and the consequences of the diesel affair burdened the car manufac-turers, especially the German ones. This uncertainty has recently spread to the market as a whole. This has prompt-ed many investors to make their sector mix more defensive. But now the time may have come for a rethink.
