Germany takes off, the euro zone a breather

Written by Sebastian Wanke | 08 December 2013
Posted in sentix Economic News

The composite index for the euro area drops in December from 9.3 to 8.0 points. The reason for this is a slightly clouded perception of the economic situation. Investors' expectations rise, however, to their highest reading since April 2006!  Germany once more defies the development of the euro zone aggregate. The composite index for Germany rises by around two to now 32.1 points and, with that, to its highest reading in three years. Expectations climb, as they did already last month, to a new all-time high. This month's winner, however, is the US. Here, the composite index increases by over 10 points. This, in turn, drives the composite index for the global aggregate, which rises for the fifth consecutive month and has now reached a level last seen in April 2011.

Read more...

Ungleichverteilung von Vermögen

Written by Manfred Hübner | 06 December 2013
Posted in Woolly thoughts (blog)

Dieser Abschnitt ist als Ergänzung für den sentix Jahresausblick 2014 geschrieben.

Read more...

Über Bitcoins, Gold und warum wir Verluste lieben sollten

Written by Manfred Hübner | 02 December 2013
Posted in Woolly thoughts (blog)

Für Frank Meyer's Metallwoche habe ich ein Podcast-Interview zu spannenden Themen gegeben. Unter anderem ging es um Bitcoins, Gold und den Umgang mit Verlusten. Das vollständige Interview können SIe hier hören:

http://www.metallwoche.de/manfred-huebner-auf-der-metallwoche-am-ende-erzaehlt-der-preis-die-wahrheit/

Italy spoils the party

Written by Sebastian Wanke | 25 November 2013
Posted in sentix Euro Break-up Index News

After three consecutive declines the sentix Euro Break-up Index (EBI) rises from its October all-time low of 14.25% to now 15.8% in November. This is still its second-lowest reading since the launch of the indicator in June 2012. The sentix EBI shows that currently about one in six investors expects at least one country to leave the euro zone within a year's time.

Read more...

Retail sentiment reaches all-time high

Written by Sebastian Wanke | 20 November 2013
Posted in Special research

In November, sentix Sector Sentiment for Europe rises markedly for the old sector darlings "Food and Beverages", "Health Care", and "Personal and Household Goods". This occurs against the backdrop of a renewed confidence in the liquidity provision of central banks. Just a few weeks before Christmas, a strong increase in sentiment can also be observed for retailing. Sentiment here even reaches an all-time high.

Read more...