sentix Survey results (01-2024)

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Superficially bullish data

At the turn of the year, investment professionals took a record-breaking neutral stance. This has strategic implications.
The price weakness on the stock markets at the start of the year also triggered initial reactions. Fears quickly arose and portfolio risks were adjusted in the portfolios as a first step. At the same time, the bias increases again. Old buying reflexes are being revived. Despite the stabilization tendencies indicated by sentiment, strategic reservations remain at the end of the day.

Further results

  • Equities: Record neutral position at the start of the year
  • Bonds: Sharp drop in sentiment
  • sentix economic index: Monday, 08th January 2024 at 10:30 CET

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