08 June 2025
Posted in sentix Economic News

There are signs of an upturn for the economy in the eurozone and Germany in June. The overall index for Euroland climbed by 8.3 points to +0.2 points. The increase of +10.5 points in the expected values in particular gives cause for hope. Euroland is benefiting from a recovery in Germany. The increase in the sentix economic indices is even stronger there. Expectations rose by +12.0 points to +17.5 points, while the assessment of the current situation rose for the fourth time in a row. The overall index for Germany is at its highest level since March 2022! The shock is also slowly subsiding in the USA: The current situation assessment for the US economy in particular is rising sharply. Overall, the global economy is breathing a sigh of relief, even if the negative impetus following the US tariff shock has not yet been fully absorbed globally.

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05 May 2025
Posted in sentix Economic News

One month after the massive shock that rocked investors due to US tariff policy and sent sentix economic data in-to free fall, the dust is settling. Investors are revising their economic assessments, in some cases significantly. The data on the eurozone economy could be described as ‘a rollback after the rollback’. Investors are acknowledging the calm response to US tariffs so far. Both the current situation and expectations are showing signs of recovery. The main victims of Trump's tariff policy are the US economy and, to some extent, the economies of China and Switzerland. However, the period of uncertainty is probably not over yet.

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07 April 2025
Posted in sentix Economic News

Trump's tariff hammer sends the sentix economic indices plummeting globally. The overall index for the eurozone falls by 16.7 points to -19.5 points, its lowest level since October 2023. The euphoria for the economy in Germany / EU from the previous month has evaporated. In particular, economic expectations for the eurozone are falling at a record pace. The slump of 33.8 points is the second sharpest ever recorded in the history of sentix. At -36.3 points, German economic expectations fell even more sharply. In the previous month, the divergent trend between the eurozone (strongest upturn since the coronavirus/financial crisis) and the one-off slump in the US caused a stir. This slump accelerated again in April. US economic expectations fell to their lowest level since October 2008, while the tariff shock fuelled fears of a global recession.

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10 March 2025
Posted in sentix Economic News

The announcement of debt-financed armaments programmes (EU and Germany) and infrastructure investments (Germany) has investors positively euphoric about further economic development. The sentix economic index for the euro area rises by 9.8 points to -2.9 points. At the same time, we are witnessing a historic crash in US eco-nomic indicators, the likes of which we have only seen during the 2008 financial crisis. The US expectations index falls for the third time in a row by 25.8 points to -17.8 points. How realistic and sustainable are both investor-designed scenarios?

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