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December 2023 results
- Uploaded:
- 03.12.23
- File Size:
- 393 KB
Trend reversal or not - that is the question!
In many regions, we are measuring the third consecutive improvement in economic expectations and / or the overall index for the economy. For example, the economic expectations for the eurozone. At 0.2 points, however, the increase is very moderate. However, as the situation values also improved slightly, the question arises as to whether we can speak of a trend reversal. Internationally, the picture is the same: moderate improvements, but no real sign of an upturn. US stocks remain robust, but are equally unconvincing. There is a little hope in the Eastern European region.
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November 2023 results
- Uploaded:
- 05.11.23
- File Size:
- 339 KB
Small ray of hope, but no all-clear
The November data provides some hope: the economic index for the Eurozone rises by 3.4 points to -18.6 points. Economic expectations in particular are surprising with an increase of 6.8 points. A similar trend can be seen for Germany. While the current assessment remains in recessionary territory, expectations are recovering even more dynamically. There are also small rays of hope in the international data. Economic expectations are rising almost everywhere, with the situation figures in the USA even showing an exclamation mark. Despite these glimmers of hope, the issue of stagnation is not yet off the table.
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October 2023 results
- Uploaded:
- 08.10.23
- File Size:
- 386 KB
Not weaker, not better
The global economy is still in a difficult situation at the beginning of autumn in the northern hemisphere. In the Eurozone, and especially in Germany, the economic situation remains weak and the recessionary tendencies persist. At least there is a slight ray of hope in the form of rising expectations. However, it would be premature to declare a turnaround. If we look further into other regions, we see a largely unchanged picture. Cooling tendencies dominate. A positive trend reversal is nowhere to be found here either.
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September 2023 results
- Uploaded:
- 03.09.23
- File Size:
- 409 KB
How much is missing before the crisis?
The signs for the global economy sent out by the "first mover" among the economic indicators - the sentix economic index - point to a further downturn and a strengthening of the economic downturn forces. The situation in Germany remains particularly precarious. Here we are measuring the weakest situation values since July 2020, when the economy was slowed by the first Corona lockdown. Germany is also weighing heavily on the economy in the euro zone as a whole. The recession is progressing. But even for the USA, which has so far held up well and defied the restrictive FED policy, the economic data are falling markedly. The tipping point of a global recession is less distant than one might think.
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August 2023 results
- Uploaded:
- 06.08.23
- File Size:
- 347 KB
Nosedive stopped, but no all clear
At -18.9 points, the sentix economic index for the euro zone is 3.6 points higher than in July. The overall index thus stopped its nosedive. However, the assessment of the current situation remains weak at -20.5 points, while expectations have risen by 7.3 points to -17.3. Germany is providing fuel for the fire: The largest econ-omy in the euro zone is becoming the sick man of the euro zone and is weighing heavily on the region. The overall index for Germany falls for the fourth time in a row to -30.7 points. The situation slumped by 7.3 points, while the expectations score of -26 points also gave little cause for hope. By contrast, there are bright spots in the economic regions of the USA and Asia ex Japan.
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July 2023 results
- Uploaded:
- 09.07.23
- File Size:
- 397 KB
More than a summer lull
Concerns about the further development of the global economy have probably not diminished with the latest values of the sentix business cycle indices. For in the "Global Aggregate Index" we note the fifth decline in a row. The Eurozone is certainly making a particular contribution to this. At -22.5 points, the overall index for the Eurozone has fallen to its lowest level since November 2022. The values for Germany, the most important econ-omy in the Eurozone, can only be described as "dramatically bad". However, the "Asia ex Japan" region also con-tributes significantly to the weak global picture, as the overall index here also falls for the fifth time in a row.
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June 2023 results
- Uploaded:
- 04.06.23
- File Size:
- 385 KB
Germany's economy not a summer fairy tale
The German economy is currently experiencing a downright crash. Instead of a spring revival, the recessionary forces are coming back with a vengeance. Above all, the situation indicators are plummeting, signalling that the downward forces are currently very present. This is also being felt by the rest of the eurozone. With the largest economy on such a difficult path, it should come as no surprise that investors are increasingly bearish on the rest of the eurozone. The June overall index for the Eurozone economy drops again to -17 points. Internationally, only Japan is showing a positive sign with an increase in the overall index against the general trend.
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May 2023 results
- Uploaded:
- 07.05.23
- File Size:
- 344 KB
sentix Economic Index: Significant spring tiredness
The sentix overall economic index for the euro zone loses 4.4 points and falls back to a level of -13.1 points. Ex-pectations in particular slump to -19.0 points, the lowest level since December 2022. The German economy is also hard hit. The situation scores drop by 6.7 points, while expectations fall to -19.8 points. In the international con-text, the negative signs also dominate. For the US, the decline in expectations is striking. Here, the overall index reaches -17.5 points, the lowest level since November 2022. There is not much left of the laborious economic recovery of 2023.
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April 2023 results
- Uploaded:
- 09.04.23
- File Size:
- 391 KB
Better but still not good
The Eurozone economy continues to recover at the beginning of April. The major upheavals feared as a result of the gas and electricity price crisis in Europe have failed to materialise this winter. The situation assessment of the 1,300 investors surveyed by sentix reflects this with the sixth consecutive increase in the situation values for the Eurozone. The fact that this is not an all-clear signal becomes clear when looking at the expected values. They remain negative. In Eastern Europe, a friendlier picture is painted, with an increase in both components. For the USA, we measure a deterioration of the situation and expectations, contrary to the trend. This should not go unnoticed!
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March 2023 results
- Uploaded:
- 05.03.23
- File Size:
- 394 KB
Headwinds increase again
After several months of improvement in investors' assessments of the economic situation and expectations, there is a new headwind for economic development at the beginning of March. In the Eurozone, the economic situation scores improved again, for the fifth time in a row. However, the economic expectations show that we are by no means at the beginning of an upswing. Eurozone economic expectations dropped sharply to -13 points. The situation is similar in the other regions of the world. The expectation values are characterised by clear de-clines across the board.
