Preparing for the impending turmoil
The latest Sentix Investor Sentiment survey indicates a strong increase in confidence across German, European (Eurozone), and US stocks, marking a significant upward shift in investor optimism.
The Eurozone investor confidence index surged to 4.5 in July 2025, up sharply from just 0.2 in June 2025. This marks the highest confidence level since February 2022, demonstrating a significant upward shift in investor optimism.
This rise reflects a broad-based upswing, with all subcomponents of the Sentix index increasing for the third consecutive month. The expectations index climbed to 17.0 from 14.3, while the current situation assessment improved from -13.0 to -7.3, signaling improving views on the present and future economic conditions within the Eurozone.
Specifically in Germany, investor expectations increased by 2.3 points to 19.8, marking a third consecutive monthly rise. Moreover, the current situation assessment in Germany improved for the fifth straight month, rising 8.0 points to -18.8, indicating a steady recovery perception.
The Sentix survey also notes that this consistent three-month upward movement fulfills a "triple rule," which is used as a confirmation signal for an economic turning point, signaling a confirmed positive shift in the economic outlook.
While the survey primarily focuses on the Eurozone and German markets, the strong rebound and optimism in this region typically correlate with a positive investor sentiment trend in broader European and US markets as global investors respond to improving economic conditions.
In the US, the strategic basic trust in US stocks is also on the rise, according to Sentix CEO Patrick Hussy. The strategic bias for US stocks is also rising sharply, reflecting a similar trend to that observed in the European markets.
The strategic basic trust in German stocks is also rising sharply, with a sharp rise in the strategic bias for German stocks, as indicated by the current Sentix Investor Sentiment survey. Dividend stocks are now increasingly viewed positively by investors, a trend that seems to be reversing after US President Donald Trump's recent trade policies had previously shaken the basic trust in US stocks.
In summary, investor sentiment towards German, European, and US stocks is currently trending strongly positive, with the highest confidence levels in over three years, reflecting optimism about economic recovery and growth prospects. The stock markets have presented themselves relatively calmly in recent days, suggesting a steady and potentially sustained positive trend in investor sentiment.
The surge in the Eurozone investor confidence index to 4.5 in July 2025, as reported by the Sentix Investor Sentiment survey, indicates an upward shift in optimism towards investing in European stock-markets, following a significant increase in confidence across German, Eurozone, and US stocks.
The rising strategic basic trust in US stocks, as confirmed by Sentix CEO Patrick Hussy, and the sharp increase in the strategic bias for German stocks, further suggests a positive trend in investor sentiment for finance and stock-market investments in both regions.
