Overstimulation?

The global economy is beginning to show signs of overheating. The situation assessments in all regions continue to improve. With the exception of Latin America and Eastern Europe, we measure positive values everywhere. The Corona-related recession phase has ended. At the same time, expectations remain high. Investors therefore expect a continuation of the current upswing, which is increasingly perceived as a boom. This has a noticeable ef-fect on the situation on the bond markets. Investors expect reactions from the central banks.

Full report May 2021

Headlines of the month

  • The economic situation in the Eurozone continues to improve. The sentix situation index rises for the third time in a row to 6.3 points. The overall index reaches its highest value since March 2018, meaning that the recession caused by the Corona crisis has been overcome.
  • In Germany, the situation assessment even rises for the twelfth time in a row to 15.3 points. This is the best value since May 2019. Economic expectations even rise to an all-time high.
  • The excellent economic performance is evident in all regions of the world. The overall index for the US reaches an all-time high and rises for the 13th consecutive month. The global economy is now beginning to show clear signs of overheating. This is likely to prompt central banks to slow down the momentum.
Euro area Feb 21 Mar 21 Apr 21 May 21 Jun 21 Jul 21
Overall Index -0.2 5.0 13.1 21.0 28.1 29.8

More sentix Economic indices

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