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

EU/US Yields Tumble Amid Slump In Industrial Confidence https://oilprice.com/Latest-Energy-News/World-News/EUUS-Yields-Tumble-Amid-Slump-In-Industrial-Confidence.html

Charted: U.S. Retail Investor Inflows (2014–2023) https://www.visualcapitalist.com/charted-u-s-retail-investor-inflows-2014-2023/

Es sind die Kleinanleger, die jetzt Aktien kaufen https://www.cash.ch/insider-briefing/es-sind-die-kleinanleger-die-jetzt-aktien-kaufen-661154

ESG Loan Bubble Close To Bursting: Sustainability-linked loans have become the second-largest ESG market in the world. In short time, they have ballooned into a market worth $1.5 trillion. But now, as scrutiny comes for sustainability claims with no substance, that market faces a reckoning. And so do the banks that lent those money. https://oilprice.com/Energy/Energy-General/ESG-Loan-Bubble-Close-To-Bursting.html

Another Fed Hike Would Be Unprecedented, But Not Impossible: The market is likely underpricing the probability of another rate hike by the Federal Reserve, despite the lack of precedents. https://www.zerohedge.com/markets/another-fed-hike-would-be-unprecedented-not-impossible

ECB working paper examines “risk shocks” originating from the US, China and globally: China’s footprint in global financial markets https://www.ecb.europa.eu/pub/pdf/scpwps/ecb.wp2861~8377c4b063.en.pdf

Markte-implied probability of a recession https://www.isabelnet.com/market-implied-probability-of-a-recession-starting-within-1-year-and-market-implied-probability-of-being-in-a-recession/

Wahrscheinlichkeit für US-Rezession über 60 Prozent https://www.institutional-money.com/news/maerkte/headline/anlagestratege-wahrscheinlichkeit-fuer-us-rezession-ueber-60-prozent-228857

Since When Does a Slowing Economy Mean Risk On? While it might not be noticeable on the surface, most of the S&P 500 is already in a bear market. Of the S&P ‘s 503 companies, 308 are trading more than 20 per cent below their peak: they represent 38 per cent of the blue-chip Index’s market cap. Nearly half of Index constituents are off more than 30 per cent from their peak. While deteriorating growth is not a bullish catalyst, most stocks appear to have already priced in a recession. https://cressetcapital.com/post/since-when-does-a-slowing-economy-mean-risk-on

Goldman Sachs Financial Conditions Index Loosening https://matttopley.com/wp-content/uploads/2023/11/1-2.png

Fitch Ratings-27 November 2023: Fitch Ratings’ subprime auto ABS 60+ delinquency index reached a record high https://www.fitchratings.com/research/structured-finance/weaker-issuer-volume-growth-affects-subprime-auto-abs-delinquency-index-27-11-2023

Economics Benchmarks 2023: Economic growth and inflation are most-forecast variables https://www.centralbanking.com/benchmarking/economics/7960314/economic-growth-and-inflation-are-most-forecast-variables

Money Market Funds, Large CDs, Small CDs All Surged: Americans Figured it Out https://wolfstreet.com/2023/11/24/money-market-funds-large-cds-small-cds-all-surged-americans-figured-it-out/

Small Bank Deposit Outflows Continue As Fed Bailout Fund Usage Jumps To Another New Record High https://www.zerohedge.com/markets/small-bank-deposit-outflows-continue-fed-bailout-fund-usage-jumps-another-new-record-high