sentix Market Profiles 09/2013

Written by Sebastian Wanke | 02 October 2013
Posted in Special research

Für die nächsten 4 Quartale haben die Anleger folgende durchschnittliche Erwartungshaltung (rot, blau) an die Entwicklung folgender Assetklassen:

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Sorrows surrounding the euro zone fade despite Italian woes

Written by Sebastian Wanke | 30 September 2013
Posted in sentix Euro Break-up Index News

The sentix Euro Break-up Index (EBI) falls again in September. It is now down to 18.75% from 20.45%. This is its second-lowest reading since its introduction in June 2012. Only in January the index stood lower at 17.15%. Nevertheless, the sentix EBI indicates that it is still about one in five investors who expects at least one country to leave the euro zone within a year's time.

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Long-term Darlings Under Pressure

Written by Sebastian Wanke | 25 September 2013
Posted in Special research

Against the background of improving economic expectations sentix Sector Sentiment (for European stocks) rises for cyclical sectors in September. In contrast, some "old darlings" like "food and beverage", "health care" and "personal and household goods" now lose support.

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Explosive coup for the Euro Zone

Written by Manfred Hübner | 08 September 2013
Posted in sentix Economic News

The composite (overall) index for Euroland rises in September by 11.3 to now +6.5 points. This is the second-strongest rise of the indicator since its inception in 2003. The index also manages to reach positive territory for the first time since July 2011. Both the assessment of the current situation as well as the 6-month expectations improve strongly. For Germany, the composite index jumps upward, too. It now reaches its highest reading since April 2011 and signals a clearly strengthening economy. The other countries and regions prove stable in September. For the emerging markets regions there is a tendency for improvement, again. The index for the global aggregate rises to its highest value since March of this year. 

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Die Frage der Regierung ist eine Frage der Alternative

Written by Manfred Hübner | 05 September 2013
Posted in Woolly thoughts (blog)

„Die Frage der Regierung ist eine Frage der ‚Alternative'", so lautet ein zentrales Ergebnis der sentix-Sonderumfrage vom 30. und 31. August, bei der es um Fragen rund um die anstehende Bundestagswahl ging. Um etwas konkreter zu werden: Bei der genannten ‚Alternative' handelt es sich um die neu gegründete Partei „Alternative für Deutschland". Hält sie in den Bundestag Einzug, dann rechnet die Mehrheit der 856 Umfrageteilnehmer damit, dass Deutschland künftig von einer Großen Koalition regiert wird.

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