Recession shock is deep

Print

The corona virus is holding the world economy in a stranglehold. Never before has the assessment of the current situation collapsed so sharply in all regions of the world within one month. In Euroland, the overall index is falling to an all-time low. The USA is now also in a full downward spiral. The region Asia ex Japan (China) sends the only glimmer of hope: economic expectations there at least signal no deterioration. A quick V-recovery of the economy is not to be expected.

Read more...

sentix Survey results (14-2020)

Print

Better on two feet

The situation on the international financial markets remains bleak. The news about the corona virus is dominating the day's events, and the economic lockdown is leading to great uncertainty. But on the financial markets it is not (only) the present that counts, but what comes into focus next. On the one hand, there is the very expansive fiscal policy (bond market strained). On the other hand there is the hope for an end to the lockdown!

Further topics:

  • Bonds: Basic trust erodes further
  • Oil: Further increase in bias
  • sentix Economic index: Monday, April 6th 2020, 10.30 a.m. CEST

Click here for the full report (requires a sentix registration)

All gold, no money

Print

"Buy physical gold" is an often-heard recommendation from so-called gold experts to investors who fear a collapse of the financial system. Now we have a major crisis that threatens our very existence. And what is the physical market doing?

Read more...

Contrarian opportunities with crude oil

Print

Crude oil has been in free fall in recent weeks. The Brent spot price has not fallen by 50% within a month since 1983. What does this mean for investors?

Read more...

Will the euro crisis return?

Print

The corona crisis has worsened in recent weeks and, in addition to the health challenges, has also had a massive impact on the economy. Italy and Spain, two countries in southern Europe, have been particularly hard hit. There, the budget situation is likely to deteriorate sharply, which will increase the supply of government bonds. Investors are critical of this in view of the stability of the euro. The Euro Break-up Index rises to 13.4%!

Read more...

We use cookies to personalize our content, to auto-login to our website and to improve your experience when using it. Cookies used for the essential operation of the site (authorization, language setting or user-security) have already been set. To find out more about the cookies we use and how to delete them, see our privacy policy.

I accept cookies from this site.

EU Cookie Directive Module Information