sentix Survey results (04-2023)

Written by Manfred Hübner | 29 January 2023
Posted in sentix Weekly

Basic strategic confidence remains weak

The dampener on sentiment was offset in the course of the week. The robustness of the stock market dispels investors' anxious emotions. Their strategic confidence, on the other hand, is not strengthened. On the contrary: the professionals are becoming more sceptical again in the medium term. Not good conditions for a new, stable upward trend.

Further results:

• Bitcoins: Good sentiment as in autumn
• Gold: Further price gains possible
• sentix investor positioning in equities and bonds

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sentix Survey results (03-2023)

Written by Manfred Hübner | 22 January 2023
Posted in sentix Weekly

Sentiment takes a hit

We are measuring a surprisingly sharp drop in sentiment on the stock markets. Sentiment values are already falling back into the vicinity of the buying zones. This suggests further price gains on a more than 2-week horizon. Basic strategic confidence, on the other hand, still leaves much to be desired.

Further results:

• Bonds: Sentiment gets a damper
• Crude oil: Strategic fundamental confidence rises significantly
• sentix styles - Investor preferences & behavior

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sentix Survey results (02-2023)

Written by Patrick Hussy | 15 January 2023
Posted in sentix Weekly

Bias development not convincing

The year is off to a flying start in many asset classes. Despite the record increase in equities in the first two weeks of trading, investor reservations persist - especially in the institutional camp. Consequently, risk appetite is also increasing, from which cryptocurrencies are now also benefiting. The sentix data situation is therefore by no means good. There are bright spots in the topic of crude oil. The Chinese stock market also convinces with a persistently strong bias increase.

Further results:

• Bonds: Warning level reached
• Crude oil: Constructive picture
• sentix sector sentiment

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It remains challenging

Written by Patrick Hussy | 08 January 2023
Posted in sentix Economic News

The January data in the sentix economic indices indicate a further improvement. In Euroland, the overall index rises for the third time in a row, improving by 3.5 points to -17.5. There is virtually no change in the assessment of the current situation, with only the expectations values signaling a greater easing of the situation. This basic trend can also be seen in the German economic figures: The assessment of the current situation remains almost unchanged, while expectations have risen by 7.3 points. It can thus be seen that the economic environment remains challenging. Despite the improvement, both subcomponents remain in deep negative territory. There is a glimmer of hope for Asia at the start of the year: expectations for the Asia ex Japan region (especially China) are rising dynamically. The end of the restrictive Corona measures in China is generating hopes of better times ahead.

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sentix Survey results (01-2023)

Written by Manfred Hübner | 08 January 2023
Posted in sentix Weekly

Professionals step out of line

The new year is off to a good start, at least the fears of a dangerous gas shortage in Europe do not seem to be coming true thanks to the mild weather. This leads to sharply falling prices on the energy markets and thus to the hope that the central banks could soon initiate a turnaround in monetary policy. We examine how this environment affects investor expectations.

Further results:

• Bonds: Professionals remain interested
• Silver: Sought after at the start of the year
• sentix Economic Index: Monday, 09.01.2023, 10.30 a.m.

Click here for the full report (requires a sentix registration)