Verräterische Sprache

Written by Manfred Hübner | 15 May 2014
Posted in Woolly thoughts (blog)

In diesem Tagen reibt man sich als Beobachter der Kapitalmärkte immer öfter verwundert die Augen. Kommentare der Medien und der Offiziellen tragen zunehmend seltsame Botschaften, die interessanter Wiese aber kaum jemand zu stören scheinen. Der Mainstream / Zeitgeist befindet sich auf einem gefährlichen Weg!

Read more...

Emerging-markets bonds back in demand

Written by Sebastian Wanke | 13 May 2014
Posted in Special research

In May, sentix Emerging Markets Bonds Sentiment rises for the third time in a row while institutional investors rediscover the asset class for themselves. This should have a continued positive impact on the prices of emerging-markets bonds for still some time.

Read more...

Expectations fall across the board

Written by Sebastian Wanke | 05 May 2014
Posted in sentix Economic News

Last month we pointed to the fact that the German economy had lost steam and had probably seen its best times in the current upswing already. Now, it looks as if the economy of the euro zone will suffer the same fate: While assessments of the current situation continue their way up, investors' 6-month expectations are down markedly in May. They fall for the third time in a row. This usually hints at a trend reversal. For Germany, the observations are quite similar: Here, too, the composite index retreats because expectations fall. At the same time the current situation is seen in a better shape than last month. The difference to the euro zone is that for Germany the composite index worsens since February already. For the other countries and regions, the composite indices are also weaker than in April. The developments are especially pronounced for Japan and Eastern Europe.

Read more...

Special survey on European elections: Risks for EUR-USD and refinancing conditions of the periphery!

Written by Sebastian Wanke | 28 April 2014
Posted in Special research

As the European elections between May 22nd and May 25th are approaching, sentix has set up a special survey on the topic. In this survey we have asked investors what impact on several capital markets issues they would expect to have a large success of Europe-critical parties in these elections  (survey running from April 24 to April 26, 922 participants). Here, we present and discuss the results of the survey.

Read more...

Euro Break-up Index falls below 10 percent ahead of European elections

Written by Sebastian Wanke | 28 April 2014
Posted in sentix Euro Break-up Index News

In April, the sentix Euro Break-up Index (EBI) falls from 10.9% to 9.8% and thus below the 10 percent threshold for the first time since its launch in June 2012. The reading shows that now less than one in ten investors expects at least one country to leave the euro zone within the next twelve months.

Read more...