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March 2019 results
- Uploaded:
- 03.03.19
- File Size:
- 488 KB
The sun rises in Asia
In March, the sentix economic indices are sending signs of stabilisation in the eurozone economy. While the assessment of the situation has fallen to 6.3 points for the seventh time in a row, economic expectations have im-proved for the second time. This is fueling hopes that there will be no recession. The results for the German economy are similar. In the search for the starting point of a new upswing, the region Asia ex Japan moves into focus. The situation and expectations are improving here.
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February 2019 results
- Uploaded:
- 03.02.19
- File Size:
- 489 KB
Spring recovery not yet in sight
Even in February, the bad news for the economy in Euroland is not abating. The sentix economic index drops to only +3.1 points for the sixth time in a row. This is the lowest level since November 2014! The sentix indices are performing similarly to the recent ifo index: with slightly improved expectations, the situation values continue to collapse. Things are looking a little better internationally. The overall indices may improve slightly here. But this is not enough to proclaim a turnaround.
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January 2019 results
- Uploaded:
- 06.01.19
- File Size:
- 452 KB
Weak start to the new year
From an economic point of view, the new year begins just as the old one ended: the worries on the forehead of investors about the overall economic situation did not diminish at the beginning of January 2019. For the im-portant economic regions of the world, the sentix economic indices show another slight setback. In Euroland, the overall index fell from -0.3 to -1.5 points, the fifth consecutive decline. The expectations for the US economy are changing particularly strongly: here the US administration is increasingly blocking itself.
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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.
