sentix Survey results (32-2022)

Written by Patrick Hussy | 14 August 2022
Posted in sentix Weekly

Weather forecast announces hot autumn

Investor behavior remains tense, and the ratio of medium-term confidence to short-term sentiment is extremely unfavorable. This is reflected in the time differential index for the Euro Stoxx 50 (chart), which is at a high level with a balance of +12 percentage points. Consequently, there is a risk that a hot fall on the stock markets will seamlessly follow the climatically hot summer.

Fruther results

EUR/USD: Development against the Euro
Silver: Still too high overconfidence of the bears
sentix sector sentiment

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sentix Survey results (31-2022)

Written by Patrick Hussy | 07 August 2022
Posted in sentix Weekly

Genug Neutrale für den nächsten Impuls

Die Sommerrallye hat dazu geführt, dass zunehmend mehr Anleger ins neutrale Lager „geflüchtet“ sind. Damit ist die Gruppe an Investoren wieder angewachsen, die sich bei neuer Nachrichtenlage in eines der Richtungscamps umorientieren werden. Eine wesentliche Grundbedingung für einen neuen Trendimpuls ist damit erfüllt. Bei Bonds zeigt sich ein Abriss im Bias. Die Ausgangslage für Edelmetalle verbessert sich hingegen weiter.

Weitere Ergebnisse

Bonds: Schlag in die Magengrube
Gold & Silber: Nochmals verbessert
sentix Konjunkturindex: Montag, 08.08.2022 um 10:30h MESZ

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Unchanged picture

Written by Manfred Hübner | 07 August 2022
Posted in sentix Economic News

The global economic situation at the beginning of August is essentially unchanged from the previous month. On the positive side, the situation and expectations have not deteriorated further. In the USA and Japan there have even been slight improvements. Nevertheless, this does not imply a fundamental change in the assessment. The expected values remain negative and thus the basic finding of an economic downturn or a foreseeable recession remains.

sentix Survey results (30-2022)

Written by Patrick Hussy | 31 July 2022
Posted in sentix Weekly

Sentiment at annual high, TD level slowly disturbing

The starting position for precious metals continues to improve. The bias is increasing, and investor positioning has been reduced as much as last in 2019, which gives hope for further price gains.
For equities, the situation is developing unfavorably. A yearly high in sentiment is not underpinned by rising underlying confidence. Rather, professionals are signaling that they want to use the price recovery to reduce positions.

Fruther results

USD/JPY: Risk now becomes striking
Gold & Silver: Starting position further improved
Bonds: Institutional bias turns

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Italy exit risk increases

Written by Patrick Hussy | 25 July 2022
Posted in sentix Euro Break-up Index News

For a long time, the sentix Euro Break-up Index was quiet. This is now changing: With the current government crisis in Rome, the third-largest economy in the EU has come into investors' sights as a potential exit candidate. The sub-index for Italy is rising more sharply.