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

Wie erwartet, kommt es natürlich "unerwartert" überraschend ;-): "US-Importe verteuern sich unerwartet deutlich. Die Entwicklung wird an den Finanzmärkten genau verfolgt, da sie einen Hinweis auf die Inflation liefert." https://www.handelsblatt.com/politik/international/wirtschaft-us-importe-verteuern-sich-unerwartet-deutlich/29394206.html

Die Junkies brauchen eine höhere Dosis sonst wirkt es nicht mehr: "Money-Market Inflows Hit New High As Banks Demand More From Fed's Emergency Fund. Another week, another big inflow into money-market funds (of $17.7BN), pushing total assets to a new record high of$5.642TN." https://www.zerohedge.com/markets/mm

$3.4 Trillion: Today's Triple-Witch Is The Biggest September Op-Ex On Record https://www.zerohedge.com/markets/34-trillion-tomorrows-triple-witch-biggest-september-op-ex-record

Schlechte Nachrichten "psychologische Kriegsführung der USA" China: Strohfeuer am Immobilienmarkt erlischt https://finanzmarktwelt.de/china-strohfeuer-am-immobilienmarkt-erlischt-283807/

Börsencrash: Das Ende der Aktienmärkte – selbst 1929 war es nicht so schlimm.. im Gegensatz zu 1929 und 2008 wird es von diesem Crash keine Erholung mehr geben. https://de.investing.com/news/stock-market-news/dauercrash-die-dunkle-zukunft-der-aktienmarkte--selbst-1929-war-es-nicht-so-schlimm-2451462

Worst-case double default would have caused breach at CME: CME’s futures and options division saw its peak stress loss above initial margin in the event of a simultaneous default of two clearing members rise by 45.8% from $4.15 billion in Q1 2023, to $6.04 billion in Q2. https://www.risk.net/risk-quantum/7957686/worst-case-double-default-would-have-caused-breach-at-cme

Mutter aller Krisen? - Lehman-Pleite wirkt nach https://www.boersennews.de/nachrichten/artikel/mutter-aller-krisen-lehman-pleite-wirkt-nach/4214088/

DWS: Real estate is China's main problem https://www.perenews.com/dws-real-estate-is-chinas-main-problem/

ESMA highlights risks arising from securities lending to retail investors: the European Securities and Markets Authority (ESMA) issued a public statement highlighting the risks of securities lending and other securities financing transactions (collectively SFTs) in relation to retail client financial instruments. https://legal.pwc.de/en/news/articles/esma-highlights-risks-arising-from-securities-lending-to-retail-investors

Blackrock: "Markets can run with narratives a while before flipping, creating potential for market-timing opportunities with the swings.We think the narrative could flip again. A key part of the story has gone under the radar: stagnation. The economy has already stagnated for 18 months when taking the average of GDP and gross domestic income, according to U.S. Bureau of Economic Analysis data. Outright recession has so far been avoided and Q3 growth looks set to pick up, thanks to consumers spending their pandemic savings. But as savings are exhausted, next year could bring lower growth." https://www.blackrock.com/corporate/insights/blackrock-investment-institute/publications/weekly-commentary

Moody’s Sounds Alarm For China’s Troubled Property Sector https://www.boersennews.de/community/diskussion/country-garden/15916/82351173/

Sieht gut aus. Volumen Hedges fast kostenlos geschenkt und mit einem long Straddle dann richtig krachen lassen.

The Rich Take Short-Inflation Trade To Near Extremes: The top half of the highest-earning US households have increased their ownership in financial assets to near all-time highs, leaving them ever more exposed to rising inflation. Bonds and especially stocks are thus acutely vulnerable to a re-acceleration in price growth. https://www.zerohedge.com/markets/rich-take-short-inflation-trade-near-extremes

triple witching day: time to VIX? https://www.isabelnet.com/volatility-vix-level/

US commercial-property crisis deepens with office vacancy rate topping 2008 highs to hit a new record https://markets.businessinsider.com/news/stocks/us-commercial-sector-crisis-deepens-vacancy-rate-tops-2008-highs-2023-9

US-Inflation zieht weiter an. Die Inflation in den USA ist weiter auf dem Vormarsch. https://www.tagesschau.de/wirtschaft/weltwirtschaft/usa-inflation-verbraucherpreise-zinsen-100.html