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

Trade Disruptions To Lead to Higher Shipping Rates: The Red Sea crisis is persisting for a second straight month, which is slowly expected to make an impact on the global supply chain and world trade alike. https://www.hellenicshippingnews.com/trade-disruptions-to-lead-to-higher-shipping-rates/

US bank profits fall in choppy quarter marked by special charges, falling lending margins: Major U.S. bank profits fell on Friday in a choppy fourth quarter complicated by special charges and job cuts, with signs an income boost from high U.S. Federal Reserve interest rates is waning and some consumer loans are starting to sour...U.S. consumer prices increased more than expected in December, with Americans paying more for shelter and healthcare. "This may lead inflation to be stickier and rates to be higher than markets expect," Dimon said. He also warned Fed rate cuts could drain liquidity from the system, and that the wars in Ukraine and the Middle East could cause global disruptions. https://www.reuters.com/business/finance/big-us-bank-profits-fall-insurance-fund-charges-falling-lending-margins-2024-01-12/

Suez Canal Crisis: A New Catalyst for Global Inflation https://oilprice.com/Energy/Energy-General/Suez-Canal-Crisis-A-New-Catalyst-for-Global-Inflation.html

Stratfor: Können die USA und ihre Verbündeten das Rote Meer vor Angriffen der Huthi schützen? Die Vereinigten Staaten und ihre Verbündeten werden wahrscheinlich eine zurückhaltende Strategie verfolgen, um die Angriffe der Houthi auf Handelsschiffe im Roten Meer zu beenden und gleichzeitig eine längere militärische Intervention zu vermeiden. Aber selbst dieser Ansatz birgt das Risiko einer Eskalation, die die Waffenstillstandsgespräche zwischen Saudi-Arabien und Huthi im Jemen zum Scheitern bringen und den Iran dazu veranlassen könnte, seine Seeangriffe in der Region auszuweiten. https://worldview.stratfor.com/article/can-us-and-its-allies-secure-red-sea-houthi-attacks