sentix Survey results (18-2024)

Written by Patrick Hussy | 05 May 2024
Posted in sentix Weekly

China-Aktien punkten weiter

Eine unserer Empfehlungen aus dem Jahresausblick 2024 punktet bei immer mehr Anlegern: Der Strategische Bias für den CSI 300 erreicht mit +31 Prozentpunkten den höchsten Wert seit April 2021. Erfreulicherweise zeigt die Stimmung mit +14 Prozentpunkten keine Überhitzung des Marktes an. Auch die übrigen Aktienmärkte können weiteres Vertrauen bei den Anlegern gewinnen. Während in vielen Aktienmärkten der Bias zulegt, bröckelt dieser bei den Renten. Auch die Konsolidierungen bei den Edelmetallen sowie bei Bitcoins verlaufen konstruktiv.

Weitere Ergebnisse

• Aktien: Bias weiter aufwärtsgerichtet, Sentiment stützt
• Silber: Silberstreif am Horizont
• sentix Konjunkturindex: Montag, 06.05.2024, 10.30 Uhr MESZ

Lesen Sie hier die Ergebniskommentierung

sentix Survey results (17-2024)

Written by Manfred Hübner | 28 April 2024
Posted in sentix Weekly

Sentiment still positive

Following the buy signals from sentiment and the TD Index in the previous week, the stock markets recovered over the course of the week. This has improved sentiment, but there is further potential for price gains. It is also worth noting the improvement in basic strategic confidence, especially among professional market participants. In the bond sector, long-term bonds are coming under increasing pressure, with investors increasingly favouring short maturities.

Further results

• Bonds: Long-dated bonds unattractive
• Gold: Surprisingly constructive sentiment
• sentix investor positioning in equities and bonds

Click here for the full report

sentix Survey results (16-2024)

Written by Patrick Hussy | 21 April 2024
Posted in sentix Weekly

Sentiment deteriorate, willingness to buy increases

The mood on the stock markets continues to deteriorate. The Middle East conflict and the weakness of technology stocks are having an impact. Sentiment on many stock markets has now reached contrary levels. At the same time, medium-term confidence is increasing. Overall, the general conditions for the equity market are improving. By contrast, things are not looking so good for bonds. The question therefore arises as to whether rising yields could potentially slow down a strong recovery in equities.

Further results

• Bonds: Unfavourable development
• Gold: The signs are pointing to consolidation
• sentix Styles - Investor preferences & behavior

Click here for the full report

sentix Survey results (15-2024)

Written by Patrick Hussy | 14 April 2024
Posted in sentix Weekly

Too little fear for a rapid end to consolidation

Sentiment on the stock market continues to plummet. We are measuring the lowest sentiment value for many indices since January 5, 2024, reflecting fears of an escalation of the conflict in the Middle East. However, it still seems too early to sound out a contrarian buy point from a sentiment analysis perspective. The existing fears are there, but compared to historical market turning points, they have not yet reached the quality that would suggest an anti-cyclical entry. The AAII Bull-Bear Index, for example, is still relatively high and therefore has a lot of "reaction space" to offer.

Further results

• Precious metals: First of all at the top
• FX: Interest rate differentials and bias pro US dollar
• sentix sector sentiment

Click here for the full report

Will everything be fine now?

Written by Manfred Hübner | 08 April 2024
Posted in sentix Economic News

Will there finally be a sustainable economic upturn? At least the economic recovery in the eurozone and world-wide is continuing. We are measuring the sixth consecutive rise in the overall index for the eurozone. The index rises to -5.9 points. Expectations for the eurozone have even risen for the seventh time and, at +5 points, are at their highest level since February 2022. The economic signals are also stabilising internationally. Only Austria is an exception here with a completely divergent development.

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