sentix Survey results (25-2023)

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Sentiment slumps

That was quickly! After the institutional investors expressed massive strategic concerns about the previous week, the stock market is now sliding. This has the consequence that the stock sentiment collapses significantly. The sentix indicators are already reacting, the other indicators (e.g. AAII) still have some way to go. A new medium-term perspective does not arise from the price decline. On the other hand, investor irritation remains high, which is likely to cause vola to rise further in the coming weeks.

Further results

  • Bonds: Bottoming out progresses
  • Gold: Good reasons for an investment
  • sentix investor positioning in equities and bonds

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sentix Survey results (24-2023)

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Institutionals have particularly strong concerns

The different interest rate policy of the Bank of Japan compared with the other major central banks is fueling speculation on the currency side via the interest rate differentials. The yen continues to lose value, and investors are positioning themselves for a trend continuation. However, the medium-term strategic bias is taking a different path. These days, it is the medium-term outlook that particularly concerns investors in equities, bonds and currencies. In most cases, the bias clearly decouples from market movements and points in the opposite direction. This has consequences.

Further results

  • Bonds: Lowest TD index since 2007!
  • FX: Yen in focus
  • sentix styles - Investor preferences & behavior

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sentix Survey results (23-2023)

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High short-term irritation

The price development of shares is increasingly puzzling investors. The consequence: instead of a good mood, we measure an increasing irritation via the Neutrality Index. As a rule, this subsequently leads to increased market volatility.

Further results

  • Bonds: TD-Index in the buy zone
  • FX: Rare pound signals
  • sentix sector sentiment

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sentix Survey results (22-2023)

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Japanese equities in focus

Japanese equities are currently stealing the show from other equity markets. Buoyed by a rise in underlying confidence, the Nikkei is reaching a new high for the year. But as with US technology stocks, the overconfidence index is signalling an elevated risk position. We measure further interesting data on gold and oil.

Further results

  • Equities: Strategic fundamental confidence improved
  • Commodities: Gold and oil with bias rise
  • sentix economic index: 05.06.23 at 10.30 AM CEST

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sentix Survey results (21-2023)

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Better, but not yet good

The first half of the week caught investors cold and considerably dampened the mood on the stock market. At the same time, there has been an improvement in basic strategic confidence. However, a look at the TD Index, e.g. for the Nasdaq Index, shows that this does not yet give a buy signal.

Further results

  • Bonds: US bonds with positive medium-term outlook
  • FX: Discrepancy between positioning and bias
  • sentix investor positioning in equities and bonds

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

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