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

Buffett sells, sells, and sells: Warren Buffett Sells US$338M of BoA (BAC.US) Shrs Again http://www.aastocks.com/en/usq/news/comment.aspx?source=AAFN&id=NOW.1385638&catg=1

Apollo CEO Rowan Sees 'No Reason' for More Fed Rate Cuts https://uk.marketscreener.com/quote/currency/EURO-US-DOLLAR-EUR-USD-4591/news/Apollo-CEO-Rowan-Sees-No-Reason-for-More-Fed-Rate-Cuts-47985618/

UK investors pull $750 million from equity funds in September https://uk.marketscreener.com/quote/currency/EURO-US-DOLLAR-EUR-USD-4591/news/UK-investors-pull-750-million-from-equity-funds-in-September-fund-network-Calastone-says-47990839/

The great toilet paper 2.0 shortage has started at Costco https://www.fox29.com/news/port-strike-panic-buying-costco-toilet-paper-frenzy-making-rounds-social-media

Backtesting: Peak Margin Breaches "Interest Rates" https://www.fia.org/fia/margin-breaches

Streik der US-Hafenarbeiter verursacht großen Einschnitt in der Seeschifffahrt: Der Streik an der Ost- und Golfküste sorgt für einen Ausfall von rund der Hälfte des Seetransportes und könnte Kosten von 5 Milliarden US-Dollar pro Tag verursachen. https://www.boersennews.de/nachrichten/partner/hsbc/streik-der-us-hafenarbeiter-verursacht-grossen-einschnitt-in-der-seeschifffahrt/4573598/

As CMBS Office Distress Takes Longer to Resolve, Focus Turns to the Pain Points https://commercialobserver.com/2024/10/cmbs-office-distress-resolutions-2024/

Gewerbeimmobilien-CLOs sehen sich zunehmend mit Belastungen durch höhere Zinsen konfrontiert https://commercialobserver.com/2024/10/commercial-real-estate-clos-distress-higher-interest-rates/

Episches Büroüberangebot erreicht Rekordwerte in San Francisco, Atlanta, Chicago, Los Angeles, Seattle, Washington DC. Das Überangebot an leerstehenden Büroflächen auf dem Markt, ausgedrückt durch die Verfügbarkeitsraten, erreichte im dritten Quartal in vielen großen Büromärkten neue Rekordwerte https://wolfstreet.com/2024/10/01/epic-office-glut-hits-records-in-san-francisco-atlanta-chicago-los-angeles-seattle-washington-dc-dallas-availability-rate-dips-to-30-houston-rises-to-29/

CRE Mess Not Letting Up: CMBS Delinquency Rates Jump in September as Office, Retail, and Lodging Deteriorate Further. Rate cuts cannot fix the structural issues crushing office & retail CRE. https://wolfstreet.com/2024/09/30/cre-mess-not-letting-up-cmbs-delinquency-rates-jump-in-september-as-office-retail-and-lodging-deteriorate-further/

US port strike poses significant fertilizer supply chain risks. Nearly 50% of US fertilizer trade flows through affected ports. https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/agriculture/093024-us-port-strike-poses-significant-fertilizer-supply-chain-risks-trade-group

Could the port strike cause a recession? Port strike hits billions in trade for importers like Walmart, LG, and Samsung https://fortune.com/2024/10/01/port-strike-walmart-lg-samsung/

US dockworkers strike, halting half the nation's ocean shipping...The strike blocks everything from food to automobile shipments across dozens of ports from Maine to Texas, in a disruption analysts warned will cost the economy billions of dollars a day, threaten jobs and potentially stoke inflation. https://www.reuters.com/world/us/us-east-coast-dockworkers-head-toward-strike-after-deal-deadline-passes-2024-10-01/

It Begins: US Port Strikes Erupt, First Shutdown In 50 Years Sparks Fears Of Supply Chain Crisis https://www.zerohedge.com/markets/it-begins-us-port-strikes-erupt-first-shutdown-50-years-sparks-fears-supply-chain-crisis

U.S.: East and Gulf Coast Port Strike Imminent https://worldview.stratfor.com/situation-report/us-east-and-gulf-coast-port-strike-imminent