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

Inflation and monetary policy across the Atlantic: A comparison: Under the stress test of the inflation process, the two central banks' stances across the Atlantic share similarities but show also significant differences. Similarities and differences are reflected also in inflation dynamics in the US and the euro area. Differences are mainly due to the mix of factors that originated the take-off of inflation, some structural features of the economies, the institutional contexts and associated fiscal stances. https://www.europarl.europa.eu/RegData/etudes/IDAN/2023/755705/IPOL_IDA(2023)755705_EN.pdf

Saxo equity themes performance overview https://www.home.saxo/-/media/content-hub/images/2023/november/10_pg_3.png

Taiwan-Konflikt: Wachsende Sorge vor einer Eskalation: Die zunehmenden Spannungen um Taiwan verschärfen gegenwärtig den Hegemonialkonflikt zwischen den USA und China, immer mehr Signale deuten auf eine mögliche Eskalation schon in naher Zukunft https://www.institutional-money.com/news/maerkte/headline/taiwan-konflikt-wachsende-sorge-vor-einer-eskalation-228711

Republican presidential candidates burn through cash to shrink Trump’s huge lead https://www.opensecrets.org/news/2023/11/republican-presidential-candidates-burn-through-cash-to-shrink-trumps-huge-lead

Fed-Chef Collins: Noch nicht bereit zu sagen, dass der Zinserhöhungszyklus vorbei ist https://ch.marketscreener.com/boerse-nachrichten/nachrichten/Fed-Chef-Collins-Noch-nicht-bereit-zu-sagen-dass-der-Zinserhohungszyklus-vorbei-ist-45387299/

Schlimmer als 1929: Fed-Politik wird Mark Spitznagel nach in Katastrophe enden https://www.finanzen.net/nachricht/aktien/schuldenblase-schlimmer-als-1929-fed-politik-wird-mark-spitznagel-nach-in-katastrophe-enden-13027799

U.S. fund flows https://www.reuters.com/markets/us/us-equity-funds-draw-heavy-inflows-expectations-fed-pause-2023-11-17/

CTAs Just Bought The Most US Stocks In A 10-Day Period On Record... But The Party Is Ending https://www.zerohedge.com/markets/ctas-just-bought-most-us-stocks-10-day-period-record-party-ending

https://worldview.stratfor.com/sites/default/files/styles/2x1_full/public/naval-update-map-20231115-display.png?itok=R9i7dUCr

Stratfor: conflicting strategic visions will impede not only the implementation of these agreements but also long-term efforts to ease U.S.-China competition, perpetuating risks of additional trade restrictions and growing military tensions in Asia's maritime space. https://worldview.stratfor.com/article/pageantry-vs-progress-reviewing-biden-xi-meeting

SEC to delay US Treasury clearing mandate, dealer rule https://www.risk.net/regulation/7958289/sec-to-delay-us-treasury-clearing-mandate-dealer-rule

Home buyers “seize a dip in rates” and rush back into the housing market, LOL? Surging “Mortgage Demand” and “Declining Spending,” Really? Let’s Have a Look at Reality. https://wolfstreet.com/2023/11/15/surging-mortgage-demand-and-declining-spending-really-lets-have-a-look-at-reality/

The Most Splendid Housing Bubbles in Canada: Prices Drop to where They’d Been 2 Years Ago, Sales Swoon, Supply Rises https://wolfstreet.com/2023/11/15/the-most-splendid-housing-bubbles-in-canada-prices-drop-to-where-theyd-been-2-years-ago-sales-swoon-supply-rises-further/

Large US nonbanks face ‘bank-like’ regulation: US nonbanks can now be labelled “systemically important” in a huge policy reversal that will finally bring asset managers, hedge funds, giant insurers and all manner of shadow banks under more comprehensive scrutiny. https://www.bankingriskandregulation.com/large-us-nonbanks-face-bank-like-regulation/

Der Ölpreis rutscht ab.Der Ölpreis zeigt Schwäche. Das Szenario der Nachfrageschwäche wegen zunehmenden Rezessionssorgen in wichtigen Verbrauchsregionen wie China, USA und Europa nimmt zu, und schiebt nun schon die ganze Woche den Fakt bei Seite, dass Saudi-Arabien und Russland weiterhin ihre Fördermengen gesenkt halten.https://finanzmarktwelt.de/oelpreis-schwaeche-2-291536/