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Folder: Reports (English)
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December 2018 results
- Uploaded:
- 09.12.18
- File Size:
- 445 KB
Dark memories of 2007
At the end of 2018, the sentix economic indices awaken gloomy memories of the pre-crisis year 2007. The overall economic index for the euro zone falls for the fourth time in a row to -0.4, the lowest value since December 2014. Both the situation and expectations collapse. Looking at the international environment, there is practically no glimmer of hope, as even the hitherto strong US stocks are falling significantly. Now the (monetary) policy is called for!
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November 2018 results
- Uploaded:
- 04.11.18
- File Size:
- 351 KB
Momentum continues to crumble
In November, economic momentum in the global economy continues to weaken. With the exception of Latin America, we are measuring a weakening of situation assessments for all regions of the world. At the same time, most of the expectation values remain negative. In the euro area, the overall index fell from 11.4 to 8.8 points. The situation remains clearly positive at 29.3, but the slowdown continues. There are many reasons for this.
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October 2018 results
- Uploaded:
- 07.10.18
- File Size:
- 391 KB
Is the US economy overheating?
The economic development in the individual regions of the world continues to be uneven. Overall, however, the current assessments of the approximately 1,000 investors surveyed by sentix remain relatively relaxed. This is due not insignificantly to the very good assessment of the US economy, where we are once again measuring an all-time high in the current situation index. This is increasingly causing inflation fears among investors, which in turn should prompt the central banks to continue their restrictive monetary policy. This also seems to be one of the reasons why the majority of expectation indices remain slightly negative.
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September 2018 results
- Uploaded:
- 09.09.18
- File Size:
- 351 KB
Emerging markets on a downward trend
In the last two months, investors have hoped that the economic downturn will be short-lived. This hope was largely lost at the beginning of September. From the perspective of the more than 1,000 investors surveyed by sentix, the economic sky darkens significantly, especially above all above the emerging markets. And this also has an impact on the developed markets.
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August 2018 results
- Uploaded:
- 05.08.18
- File Size:
- 355 KB
Concerns about trade disputes diminish
The summer heat in Europe is also causing economic temperatures to rise again. The overall Euro zone index rose by 2.6 points to 14.7 points in August. A complete all-clear cannot yet be given, because with negative expectations, the economy is still in a cooling off phase. But investors seem to see the dangers of an escalation in the trade dispute initiated by US President Trump much less acute.
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July 2018 results
- Uploaded:
- 08.07.18
- File Size:
- 356 KB
Asia is also getting into the negative suction
The economic situation continued to be depressed in July. Economic expectations in the euro zone have indeed recovered by around 3 points. However, this is probably only a countermove to the strong discount of June. Other regions continue to show signs of weakening. Expectations for Germany and Japan are falling for the sixth time in a row. And also the Asian region ex Japan, hitherto the bearer of hope, has to cope with a slump in expectations.
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June 2018 results
- Uploaded:
- 03.06.18
- File Size:
- 359 KB
Is Italy tipping over the euro economy?
Now they are here, the American punitive tariffs. So far, this has done less harm than one might think to global economic expectations. It appears that investors still hope that the world's trade dispute with the US will not get out of control. Investors, on the other hand, are far less lenient with developments within the euro zone. The new government in Rome is very sceptical. This is so strong that economic expectations in the euro zone are downright tilting.
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May 2018 results
- Uploaded:
- 06.05.18
- File Size:
- 367 KB
Uncertainties over world trade
Are they coming or not, the U.S. punitive tariffs? The decision has not yet been made and it is therefore not surprising that the sentix economic indices hardly changed in May. Nevertheless, the sentix economic index for the euro zone fell slightly for the fourth month in succession to 19.2 points. This trend also determines the global picture. We are only measuring slight improvements for the USA and Asia ex Japan. Investors are obviously hoping for a positive outcome to the bilateral trade talks between the two nations.
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April 2018 results
- Uploaded:
- 08.04.18
- File Size:
- 367 KB
sentix Economic index: Sink flight
All regions of the world are on an economic downturn in April. Despite the still good assessment of the situation, there is no doubt that the global economy is cooling off.
Expectations for the Euro area are negative again for the first time since July 2016. The downward dynamic for Germany is even more pronounced.
The euphoria for the US economy is also fading noticeably. Expectations drop to a value of -7 percentage points. Trump's statements and measures on punitive tariffs raise serious concerns. The component for Expectations of the sentix Global Aggregate falls to its lowest value since February 2016. -
March 2018 results
- Uploaded:
- 04.03.18
- File Size:
- 369 KB
Turnaround?!
U. S. President Donald Trump's comments that he wants to impose fines on certain products did not only alarm the EU Commission. Investors surveyed by sentix also react clearly. Economic expectations for all regions of the world are declining significantly. Expectations in the eurozone are losing more than 11 points. In Germany, which is already experiencing a weakening of the economy, we are even recording a negative expectation for the first time since February 2016. However, the expectation value for the USA is also falling by more than 10 points. A wake-up call for the US president to reconsider the matter of protectionism.
