New Italian government does not receive a warm welcome

Written by Sebastian Wanke | 03 March 2014
Posted in sentix Euro Break-up Index News

The sentix Euro Break-up Index (EBI) for February falls to a new all-time low of 11.7%, coming from 13.3% at the year's start. The reading of the sentix EBI shows that currently less than one in eight investors expects at least one country to leave the euro area within the next twelve months.

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Neuer Kompendiumsbeitrag: sentix Sektor Sentiment

Written by Manfred Hübner | 02 March 2014
Posted in Database news

Wir haben den Kompendiumsbeitrag zum sentix Sektor Sentiment überarbeitet und erweitert. Klicken Sie hier für die aktuelle Version.

Wen kümmert es, wenn in China ein Sack Reis umfällt

Written by Patrick Hussy | 25 February 2014
Posted in Woolly thoughts (blog)

Die Aktienmärkte in den USA wie auch in Europa streben nach oben, die 10.000 Punkte im Dax scheinen in greifbarer Nähe. Der frühmorgendliche Blick nach Asien beunruhigt schon lange keinen mehr. Egal ob der Markt in Japan oder auch in China schwächelt, die Recovery-Story in Euroland vernebelt den Anlegern förmlich die Sinne. Jetzt haben es auch die Rating-Agenturen kapiert, dass es in Spanien und Italien besser läuft. Doch es laufen auf globaler Ebene Prozesse, welche als Krisenherd von Tag zu Tag an Kontur gewinnen: Die sentix-Konjunkturerwartungen für Asien (blau)  haben bereits zwei Rücksetzer in Folge gesehen, der China-PMI (orange) befindet sich im Schlepptau.

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Technology is running hot

Written by Sebastian Wanke | 24 February 2014
Posted in Special research

In February, sentix Sector Sentiment for European technology stocks climbs to an all-time high. But the relative performance of Europe's tech stocks does currently not justify the extremely good mood. Probably, the US-American hype surrounding the take-over of the messenger service WhatsApp by Facebook has had an impact also on the old continent.

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About the unique value of “individual information“ in the sentix economic index

Written by Sebastian Wanke | 19 February 2014
Posted in Woolly thoughts (blog)

Every month sentix surveys between 900 and 1.000 individual and institutional investors in order to compute its sentix economic index, often dubbed as "sentix investor confidence". The usual perception in this context is that the votes of institutional investors contain more information than those of individual investors' ones. Interestingly, this assumption does not hold if one wants to make estimates for the ZEW economic expectations for Germany or the German ifo business climate, for instance. Here, the assessments of individual investors play a pivotal role.

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