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Economic Sentiment continues to improve in latest ZEW survey

In a surprising turn of events, investor sentiment in Germany has shown an upward trend for the sixth consecutive month. This improvement is driven by optimism that monetary easing measures will catalyze a recovery in Europe's largest economy, following a downturn at the end of the previous year.

According to the latest data from the ZEW Institute, the investor expectations index climbed to 15.2 in January, up from 12.8 in the preceding month. This increase surpassed the forecasts of analysts, who had anticipated a decline. Meanwhile, the index assessing current economic conditions showed a slight decrease.

Our Take: Despite the miserable sentiment on the ground, expectations are slowly improving which is a first step in the right direction. Too early to call a bottom and become overly optimistic but the hurdle to beat the very negative consensus is low.


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