Differences of opinion
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07 December 2025
Posted in
sentix Economic News
How is the global economy doing? The global aggregate of the sentix indices rose by 2.3 points to 10.4 points, its highest level since June 2024. This improvement is driven by Eastern Europe, Latin America and Asia excluding Japan, i.e. primarily China. Investors are also taking a more positive view of the US following the end of the US shutdown. However, there is a clear difference of opinion among investors as to whether the eurozone can also participate in a global upturn. While institutional investors are optimistic, private investors are appalled by what they perceive to be the reality of everyday life.
Headlines of the month
- The Eurozone economy remains in a phase of stagnation. The overall index rose slightly by 1.2 points to -6.2 points. Current situation and expectations values continue to stabilise.
- The situation is quite different for the German economy, which remains firmly in the grip of recession. The situation values fell again by 3.5 points to 41.8 points. However, there are serious differences of opinion among investors about Germany.
- With the end of the US government shutdown, investor sentiment regarding the US economy has brightened significantly. Expectations are positive again for the first time since February 2025. Positive economic signals are coming from emerging regions (Eastern Europe, Latin America) and the Asian region excluding Japan. These are the forces that are slowly ‘pushing’ the global aggregate into an upturn. Switzerland is also able to deliver better data.
sentix Eco Report Euro area
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