sentix Survey results (33-2022)

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Written by Patrick Hussy | 21 August 2022
Posted in sentix Weekly

2008 as a template

One of the weakest developments in the sentix data set is the bias for Chinese equities. This falls significantly compared to the rest of the equity markets and has given up 22 percentage points in the last four weeks alone. This indicates an increasing willingness to sell. Investors are also sensing trouble with Bitcoins. All in all, many things follow a certain pattern, especially if you compare today with 2008.

Fruther results

  • Bitcoins: Risk off mode
  • Volatility: Calm before the storm
  • sentix styles - Investor preferences & behavior

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

sentix Survey results (32-2022)

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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

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

sentix Survey results (31-2022)

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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

Lesen Sie hier die Ergebniskommentierung (sentix Registrierung erforderlich)

sentix Survey results (30-2022)

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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

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

sentix Survey results (29-2022)

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Written by Patrick Hussy | 24 July 2022
Posted in sentix Weekly

Hot summer, hot recovery

With the ECB's interest rate decision, the EUR/USD exchange rate creates a mood impulse. This could also have positive consequences for the precious metals. For gold and silver, a position adjustment can be seen in the CoT data, while the investor bias turns upward again. Stocks also continue to rally in the bear market - even if the strength of the previously bearish sentiment is slowly fading. The equity bias accompanies the recovery path.

Fruther results

  • FX: Sentiment impulse for EUR/USD
  • Gold & Silver: Positive positioning and bias development
  • sentix investor positioning in equities and bonds

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

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