DOW JONES WKN: CG3AA2 ISIN: US2605661048 Forum: Indizes Thema: Hauptdiskussion

US-Banken verschieben Kreditrisiken in die dunkle Ecke des Finanzmarktes US-Banken verkaufen wieder im großen Stil synthetische Risikotransfers an Private Funds. Das schürt die Sorgen um die Finanzstabilität. https://www.boersen-zeitung.de/meinung-analyse/us-banken-verschieben-kreditrisiken-in-die-dunkle-ecke-des-finanzmarktes

The $2 Trillion Interest Bill That’s Hitting Governments: the Wall Street Journal reported. Governments are expected to spend a net $2 trillion paying interest on their debt this year as higher interest rates make borrowing more expensive. By 2027, it could top $3 trillion https://globalinsolvency.com/headlines/2-trillion-interest-bill-thats-hitting-governments

Stock investors face up to tough reality of higher rates: According to EPFR data, net flows into equity funds have been practically flat so far this year. https://www.ft.com/content/c00bb1d9-f68a-4e15-9b9d-cf921c35180d

Beneath the Skin of CPI Inflation https://wolfstreet.com/2023/11/14/beneath-the-skin-of-cpi-inflation/

Out Of Office: Global Vacancies Hit Record High https://www.zerohedge.com/personal-finance/out-office-global-vacancies-hit-record-high

Yellen says she disagrees with Moody's outlook on US debt https://www.reuters.com/markets/us/yellen-says-she-disagrees-with-moodys-outlook-us-debt-2023-11-14/

Sell bonds and stocks - JP Morgan https://www.investing.com/news/stock-market-news/sell-bonds-and-stocks-and-buy-oil--jp-morgan-3233044

Allianz Global Insolvency Outlook 2023-25: From maul to ruck: Most countries are seeing double-digit rebounds in business insolvencies as excess cash dwindles, leaving the most vulnerable corporates caught between a rock and a hard place. Net cash positions are dropping faster than economic activity. In this context, 11 countries are already seeing a more than +30% increase in business insolvencies: the US and Canada in the Americas; the Netherlands, Sweden and France in Western Europe; Poland and Hungary in Eastern Europe and Japan, Australia, New Zealand and South Korea in Asia. https://www.allianz.com/content/dam/onemarketing/azcom/Allianz_com/economic-research/publications/specials/en/2023/october/2023-10-18_Global-Insovencies.pdf

Moody's: REIT refinancing risk will peak in 2026 as commercial real estate credit continues to tighten https://www.moodys.com/

Office and retail face another $15bn valuation hit https://www.australianpropertyjournal.com.au/2023/11/13/office-and-retail-face-another-15bn-valuation-hit/

The Clearest Sign Yet That Commercial Real Estate Is in Trouble. Lenders are issuing a record number of foreclosure notices related to risky property loans: Foreclosures are surging in an opaque and risky corner of commercial real-estate finance, offering one of the starkest signs yet that turmoil in the property market is worsening https://www.wsj.com/real-estate/the-clearest-sign-yet-that-commercial-real-estate-is-in-trouble-cb8dfafa

https://www.capital.de/geld-versicherungen/-die-mitte-einer-rezession-ist-der-beste-zeitpunkt--um-aktien-zu-kaufen--33961458.html

Rezession wird kommen 🚨

Für die vergangenen 170 Jahre gilt demnach: Wenn die Renditen kurzfristiger US-Bonds in einem Zeitraum von zwölf Monaten um 1,5 Prozentpunkte oder in 24 Monaten um 2,5 Prozentpunkte gestiegen N sind, dann trat in den folgenden 36 Monaten mit einer Wahrscheinlichkeit von gut 70 Prozent eine Rezession ein.