sentix Weekly - Oster-Edition

Written by Manfred Hübner | 20 April 2014
Posted in sentix Intern

Feiertagsbedingt erscheint das sentix Weekly erst im Laufe des Montag. Charts und Daten sind bereits für Sie aktualisiert.

Neuer Kompendiumsbeitrag: sentix Assetklassen Sentiment

Written by Manfred Hübner | 08 April 2014
Posted in Database news

Wir haben den Kompendiumsbeitrag zum sentix Assetklassen Sentiment überarbeitet und erweitert. Klicken Sie hier für die aktuelle Version.

German economy loses steam

Written by Patrick Hussy | 06 April 2014
Posted in sentix Economic News

The sentix economic index (composite index) for Germany falls in April for the third time in a row. While 6-month-expectations have been dragging down the indicator over the past months, it is now also the assessment of the current situation which is not lending support to the composite index anymore. The German economy thus loses steam. The big question now is how the euro-zone economy will react to this. Still, it is looking robust: The composite index for the euro area increases, once more, slightly. But expectations are down a little for the sec-ond consecutive month. For the rest of the world sentiment is improving slightly in April. Investors are again more upbeat for the emerg-ing-markets regions after last month's Crimean crisis shock. Also do they see improvements for the US. But sor-rows are growing for Japan: Here, the composite index falls markedly for the third time in a row. 6-month-expectations for Japan's economy have now reached a level last seen in November 2012. That was exactly the time when the so-called "Abenomics" started to take effects on investors' confidence. Their positive impact has obviously faded now.

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Investors do not see Portugal leaving the euro anymore

Written by Sebastian Wanke | 31 March 2014
Posted in sentix Euro Break-up Index News

The sentix Euro Break-up Index (EBI) decreases once more to a new all-time low of 10.9% in March after 11.7% in the previous month. This reading shows that currently only one in nine investors expects at least one country to leave the euro area within the next twelve months.

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Utilities – investors are getting cold feet again

Written by Sebastian Wanke | 24 March 2014
Posted in Special research

sentix Sector Sentiment for European utilities stocks experiences a significant setback in March. It is now the worst among all 19 Stoxx segments. The deterioration is rather remarkable as absolute and relative performances of utilities stocks have been rising over the past weeks. For contrarian investors this is a clear opportunity.

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