Global momentum fades, but Japan takes off

All in all, sentix Economic Indices point to lower dynamics in the world economy indicated by weaker 6-month expectations for the Global Aggregate. However, developments are rather heterogeneous among the regions: While investors trim back their expectations for the euro area and for Germany, they raise them for Japan and the US. And, at the same time, as a rate hike by the Fed this year becomes more probable, investors’ perspectives for the emerging-markets regions get cloudy.

  Full report June 2015

Headlines of the month

  • For the second time in a row the composite index for the euro zone recedes. It falls by 2.5 to now +17.1 points in June. The sentix indices nevertheless still signal an upturn for the currency area.
  • The German composite index even falls for the third consecutive month. The stronger euro and higher long-term yields once more dampen investors’ economic expectations.
  • Overall, momentum fades for the world economy. This is shown by a further weakening in 6-month expectations for the Global Aggregate. On the positive side, Japan has to be mentioned for which investors become markedly more upbeat. Also, indices improve for the US.

More sentix Economic indices

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