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

Fed Considers Aggressive Interest Rate Cuts – A Risk for the Stock Market: Warnings Are Issued About the Impact on the Yen Carry Trade and the Technology Sector..further unwinding of the yen carry trade, which is closely linked to valuation levels in the technology sector, could lead to sharp declines in major tech stocks. https://eulerpool.com/en/news/all/fed-fears-aggressive-rate-cut-risk-to-equity-market

FOMC: Fear of Missing Crash: The stage is set for the biggest end of cycle policy collision in world history... it will be with rate cuts and an imploding Yen carry trade...system reset https://www.financial-reality.com/post/fomc-fear-of-missing-crash-3

"Was soll schon schiefgehen": FINRA Investor credit https://en.macromicro.me/charts/429/us-nyse-investor-credit

"Was soll schon schiefgehen": FINRA Margin Debt https://en.macromicro.me/charts/415/us-margin-debt

"People are going broke." Walmart releases alarming Recession Warning. https://www.youtube.com/watch?v=IEYHyiehEvI

Producer Prices Rose More Than Expected In August https://www.zerohedge.com/markets/producer-prices-rose-more-expected-august

ECB Projects Worsening Stagflation and cuts its growth expectations https://www.zerohedge.com/markets/ecb-cuts-rates-25bps-expected-projects-worsening-stagflation

Beneath the Skin of CPI Inflation: “Core CPI” Again Accelerates Month-to-Month Fueled by Hot “Core Services” CPI. Second month-to-month acceleration in a row. Year-over-year, Core CPI and Core Services CPI show first acceleration since March. https://wolfstreet.com/2024/09/11/beneath-the-skin-of-cpi-inflation-core-cpi-again-accelerates-month-to-month-fueled-by-hot-core-services-cpi-durable-goods-prices-drop-further/

U.S. Inflation Cooled in August Thanks to Lower Energy Prices https://oilprice.com/Latest-Energy-News/World-News/US-Inflation-Cooled-in-August-Thanks-to-Lower-Energy-Prices.html

#ShortSqueeze Oil Facing Physical Shortage Crisis https://www.zerohedge.com/markets/crude-tumbles-bidens-dept-energy-makes-mockery-private-data-cushing-draws-9-past-10-weeks

Oil Facing Physical Shortage Crisis: API Crude Draws 9 Of Past 10 Weeks As Cushing Hits Tank Bottoms https://www.zerohedge.com/geopolitical/oil-facing-physical-shortage-crisis-api-crude-draws-9-past-10-weeks-cushing-hits-tank

Der wichtige Lagerumschlagplatz Cushing, der Lieferpunkt für den NYMEX-WTI-Futures-Kontrakt, setzte seinen Abwärtstrend vom Sommer fort und verlor weitere 2,6 Millionen Barrel, da die Lagerbestände am Lagerplatz in Oklahoma unter die Marke von 25 Millionen Barrel fielen. Letztes Jahr sanken die Lagerbestände in Cushing auf ein Neunjahrestief von 21 Millionen Barrel, was laut Analysten damals nahe an der Mindestbetriebsmenge lag, die erforderlich ist, um einen effizienten Volumenfluss aufrechtzuerhalten und die WTI-Qualität aufrechtzuerhalten. https://www.qcintel.com/article/api-data-crude-extends-summer-drawdown-cushing-stocks-slump-29130.html

Digital Assets: Starke Abflüsse https://www.geld-magazin.at/digital-assets-starke-abfluesse/

Does 10-2 Treasury Spread Finally Signal Recession? As the chart shows, recessions tend to start shortly after that “10-2 spread” regains positive territory following a period of “inversion.” That’s what happened late last week. https://www.etf.com/sections/advisor-center/does-10-2-treasury-spread-finally-signal-recession

Core Inflation Comes In Hotter Than Expected, Collapsing Odds Of 50bps Rate Cut https://www.zerohedge.com/economics/core-inflation-comes-hotter-expected-collapsing-odds-50bps-rate-cut

Dies könnte das Ende der massiven Deflation bei Gebrauchtwagen sein, die den Kern-VPI nach unten drückte: Großhandelspreise steigen im zweiten Monat in Folge aufgrund starken Umsatzwachstums und knapper Lagerbestände https://wolfstreet.com/2024/09/09/this-may-be-the-end-of-the-massive-deflation-in-used-vehicles-that-pushed-down-core-cpi-wholesale-prices-surge-for-2nd-month-amid-strong-sales-growth-tight-inventories/