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

US-Gewerbeimmobilien: Crash könnte Probleme im Ausland verstärken. Nicht nur in Europa sind die Gewerbeimmobilien ein großes Sorgenkind für den Kapitalmarkt. Kreditausfälle können sich auf Banken auswirken. Vor allem in den USA ist der Crash der Branche ein Problem, das voll in Gange ist. „Verglichen mit der Savings & Loans-Krise und 2008 befinden wir uns bei notleidenden Vermögenswerten noch in der ersten oder zweiten Runde. Es kommt ein Tsunami auf uns zu und das Wasser zieht sich vom Strand zurück." https://finanzmarktwelt.de/us-gewerbeimmobilien-crash-verstaerkt-probleme-im-ausland-315583/

Housing Market Cracks: Record Number Of Listed Homes Have Price Drops https://www.zerohedge.com/markets/housing-market-cracks-record-number-listed-homes-have-price-drops

JPMorgan And Bank of America Are Calling The Fed's Bluff: The Fed has recently announced the results of its annual bank stress tests. We have written a lot about why the Fed's stress tests do not reflect how the actual financial conditions of U.S. banks would look under a sharp recession scenario... the regulator is ignoring all the negative changes that have happened in the CRE segment over the past 12 months. https://seekingalpha.com/article/4702313-jpmorgan-and-bank-of-america-are-calling-the-feds-bluff

June saw an unprecedented spike in US corporate bankruptcy filings, the highest recorded in a single month since 2020, and outpacing half-year data from the past ten years. https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/us-corporate-bankruptcies-in-june-reach-highest-monthly-level-since-early-2020-82297569

a “perfect storm” of defaulting properties https://commercialobserver.com/2024/07/ucc-foreclosures-spike/

Big Banks Are More at Risk of CRE Loans Than Smaller Lenders Despite the belief that commercial real estate troubles are hitting smaller or regional banks the hardest, big banks are currently showing the most strain. https://www.credaily.com/newsletters/big-banks-risk-cre-loans-smaller-lenders/

Bank für internationalen Zahlungsausgleich (BIZ) Jahresbericht 2024 https://www.bis.org/press/p240630_de.htm

Supervisors urged to tackle growing nonbank “contagion” risk by EBA: Off-balance sheet exposures to unregulated entities such as hedge funds and shadow banks is creating “contagion” risk, the European Banking Authority has stated in a major report. https://www.bankingriskandregulation.com/supervisors-urged-to-tackle-growing-non-bank-contagion-risk-by-eba/

The Most Splendid Housing Bubbles in Europe: Biggest Price Drops in Germany, Finland, Sweden, Austria, France, Denmark https://wolfstreet.com/2024/07/06/the-most-splendid-housing-bubbles-in-europe-biggest-price-drops-in-germany-finland-sweden-austria-france-denmark/

Der Bundesfinanzminister zieht mögliche Markteingriffe der EZB nach der Frankreich-Wahl in Zweifel. Beim Notenbankertreffen in Sintra löst er damit heftige Reaktionen aus. „Es gibt Grauzonen, und es ist Teil unserer Aufgabe, diese zu verwalten“, sagte Belgiens Notenbankchef Pierre Wunsch. https://www.handelsblatt.com/finanzen/geldpolitik/ezb-notenbanker-weisen-warnung-von-lindner-als-daemlich-zurueck/100050322.html

It Gets Still Messier with CRE Loans, Bottom Not in Sight: CMBS Delinquencies for Office, Retail, Lodging Lead the Parade https://wolfstreet.com/2024/07/02/it-gets-still-messier-with-cre-loans-bottom-not-in-sight-cmbs-delinquencies-for-office-retail-lodging-lead-the-parade/

US-Banken, die Immobilienkrise wird wieder beängstigend: Der Immobilienkreditsektor in den USA sorgt erneut für Angst https://www.firstonline.info/de/banche-usa-la-crisi-immobiliare-torna-a-far-paura-first-foundation-ieri-a-24-ecco-chi-e-in-sofferenza/

Distress at Atos Proves a Headache for ECB: The central bank is set to take a loss on €513 million of Atos bonds https://www.boersennews.de/community/diskussion/atos/3874/89160569/

Is France The Next Greece? no matter which side wins in France, the market is afraid that an increase in unsustainable spending could be the common denominator. https://www.zerohedge.com/markets/france-next-greece

Bank failures are coming. More regional lenders will go under, experts say, and real estate is bracing for impact. https://therealdeal.com/magazine/july-2024/bank-failures-are-coming-heres-how-it-could-play-out/