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

Wall Street Gets Ready to Cash In on $1 Trillion Climate Market. For some, the arrival of global banks in a market that has yet to be properly regulated marks a worrying development. https://www.energyconnects.com/news/utilities/2023/december/wall-street-gets-ready-to-cash-in-on-1-trillion-climate-market/

Globale Inflation: Wie geht es weiter? Langfristig: strukturell steigende Inflation https://www.finews.ch/service/advertorials/60474-globale-inflation-lazard-asset-management-ron-temple-china-wachstumsprognosen

US Bank Deposit Outflows Continue To Surge As Regional 'Stress' Accelerates https://www.zerohedge.com/markets/us-bank-deposit-outflows-continue-surge-regional-stress-accelerates

Global Rate Correlation Shows View Central Banks Hunt In Packs: Correlations between German front-end bonds and comparable Treasuries, usually pretty remarkable, are now close closing in on 0.9. https://www.zerohedge.com/markets/global-rate-correlation-shows-view-central-banks-hunt-packs

Ja, Dow Jones hat es jetzt auch fast wieder auf das Niveau von 12/21 geschafft.

Ath hier auch gleich geknackt. Extrem starker Anstieg in allen Bereichen

"Winter Is Coming" For Leveraged Companies https://www.zerohedge.com/markets/winter-coming-leveraged-companies

SIFMA 2024 Capital Markets Outlook https://www.sifma.org/wp-content/uploads/2023/12/SIFMA-2024-Capital-Markets-Outlook.pdf

More US commercial property owners to tap securities market in 2024 -Moody's https://www.xm.com/research/markets/allNews/reuters/more-us-commercial-property-owners-to-tap-securities-market-in-2024-moodys-53714867

Moody's: US CMBS Conduit/Fusion Base Expected Loss https://www.moodys.com/research/US-CMBS-ConduitFusion-Base-Expected-Loss-Excel-Data--PBS_SF215255

Janus Hendersons globaler Fixed-Income-Chef zu 2024: Die Märkte haben sich über die guten Inflations- und Beschäftigungsdaten gefreut. Schnell wurde gefolgert, dass die Zeit der Zinserhöhungen vorbei ist und eine weiche Landung ansteht - also leichtes positives Wachstum bei begrenzter Inflation. Genau hier liegt das Problem. Auf die Erwartung einer weichen Landung folgt meist eine Rezession. Bei fünf der letzten sechs Rezessionen wurde eine weiche Landung erwartet. https://www.fixed-income.org/investment/janus-hendersons-globaler-fixed-income-chef-zu-2024-jetzt-wird-gerechnet.html

Blackstone’s mortgage REIT is in Muddy Waters’ crosshairs https://thedailyshot.com/wp-content/uploads/CR-BX-Mortgage-REIT2312070441.png

Charles Schwab 2024 Global Outlook: The Big Picture https://www.advisorperspectives.com/commentaries/2023/12/05/2024-global-outlook-big-picture

U.K. Draws Up Watch List of Local Councils Near Financial Trouble https://globalinsolvency.com/headlines/uk-draws-watch-list-local-councils-near-financial-trouble

European Bond Markets Among Most Susceptible To A Correction: The bonds of European countries are among the most overbought following the global rally in fixed income, and are therefore most susceptible to a correction. https://www.zerohedge.com/markets/european-bond-markets-among-most-susceptible-correction

Billionaire Developer Pans Asset Managers Handing Keys to Banks: Billionaire Hussain Sajwani has long expected to see pain in the global commercial real estate market. He just didn’t expect it to get this bad. https://www.bloomberg.com/news/articles/2023-12-07/billionaire-developer-pans-asset-managers-handing-keys-to-banks