Technology is running hot

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

In February, sentix Sector Sentiment for European technology stocks climbs to an all-time high. But the relative performance of Europe's tech stocks does currently not justify the extremely good mood. Probably, the US-American hype surrounding the take-over of the messenger service WhatsApp by Facebook has had an impact also on the old continent.

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About the unique value of “individual information“ in the sentix economic index

Written by Sebastian Wanke | 19 February 2014
Posted in Woolly thoughts (blog)

Every month sentix surveys between 900 and 1.000 individual and institutional investors in order to compute its sentix economic index, often dubbed as "sentix investor confidence". The usual perception in this context is that the votes of institutional investors contain more information than those of individual investors' ones. Interestingly, this assumption does not hold if one wants to make estimates for the ZEW economic expectations for Germany or the German ifo business climate, for instance. Here, the assessments of individual investors play a pivotal role.

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sentix Asset Class Sentiment: Glimmer of hope for commodities

Written by Sebastian Wanke | 17 February 2014
Posted in Special research

sentix Commodity Sentiment rises in February for the second month in a row and thus gives hope that the asset class will finally manage to gain back momentum. The recovery which can be observed in the index is also a positive sign for the emerging-markets economies whose dynamics are currently in doubt.

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Data revisions

Written by Manfred Hübner | 15 February 2014
Posted in Database news

With this article we like to inform about necessary backward data revisions in the following sentix series:

• SNTAZAxx (sentix Investor positioning Euro area equities Z-Scores)
• SNTAZExx (sentix Investor positioning Euro area bonds Z-Scores)
• SNTAZUxx (sentix Investor positioning US bonds Z-Scores)
• SNTZxxxx (sentix Risk aversion indices Z-Scores)

Euro zone counters global drop in sentiment

Written by Sebastian Wanke | 10 February 2014
Posted in sentix Economic News

A little surprisingly, the sentix economic index (composite index) for the euro area continues its upward trend in February, rising by 1.4 to 13.3 points. It is mainly the current situation which is assessed in a better way than in the previous month by the almost 1,000 individual and institutional investors in the sentix survey. The correspondent index now reaches positive territory for the first time since August 2011. The increase of the composite index for the euro zone is all the more remarkable as investors perceive a clear drop in economic activity on a global level. Especially for the emerging markets they become more skeptical. But also for Japan sentiment is muted. 

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