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

Mezzanine finance revealing another weak spot in the U.S. economy: According to The Wall Street Journal, there have been 62 foreclosure notices on mezzanine loans and other high-risk loans from January to October this year. This figure represents more than double the total for all of 2022, marking what could potentially be the highest annual total in history. The distressing increase in mezzanine loan foreclosures provides a more immediate gauge of the real estate sector’s distress than traditional mortgage foreclosure rates. As the foreclosures mount, the ripples will spread. https://rogermontgomery.com/mezzanine-finance-revealing-another-weak-spot-in-the-u-s-economy/

ECB Financial Stability Review https://www.ecb.europa.eu/pub/financial-stability/fsr/html/ecb.fsr202311~bfe9d7c565.en.html

recession: economic output composite index vs lei https://www.isabelnet.com/recession-economic-output-composite-index-vs-lei/

LEI for the U.S. Declines Again: The index of leading economic indicators (LEI) has recorded its 19th consecutive monthly decline. https://www.conference-board.org/topics/us-leading-indicators

Smaller US banks face unequal real estate risk: Smaller US banks are more exposed than larger ones to “looming” real estate risks, research published by the Federal Reserve Bank of St Louis says. https://www.centralbanking.com/central-banks/financial-stability/7960273/smaller-us-banks-face-unequal-real-estate-risk-paper-says

How well are central banks doing? Right now they are making losses https://www.bankingriskandregulation.com/why-im-not-concerned-about-the-billions-of-central-banks-losses/

ECB Says Property Slump Could Last Years in Threat to Lenders: The euro zone's sinking commercial property sector could struggle for years, the European Central Bank said https://globalinsolvency.com/headlines/ecb-says-property-slump-could-last-years-threat-lenders

Financial Stability: Eurozone banks show “early signs of stress”, ECB warns: Eurozone banks are facing “early signs of stress” including higher default rates and payment arrears, the European Central Bank (ECB) said today (November 22). https://www.centralbanking.com/central-banks/financial-stability/7960274/eurozone-banks-show-early-signs-of-stress-ecb-warns

81 Billionen Staatsschulden, ein Ende ist nicht in Sicht - was tun? Der Berg der globalen Staatsschulden summiert sich mittlerweile auf 81 Billionen US-Dollar oder 92 Prozent der weltweiten Wirtschaftsleistung. Tendenz: steigend. Dies wird häufig als ein zentrales Risiko für Wirtschaft und Finanzmärkte gesehen. Wie kann jedoch eine Reduktion gelingen? https://www.dasinvestment.com/staatsschulden-global-risiko-wirtschaft-finanzmaerkte-reduzierung/

Aktien: Bank of America warnt vor harter Landung https://de.investing.com/news/stock-market-news/aktien-bank-of-america-warnt-vor-harter-landung-2500074

Geldpolitik: Fed und Märkte haben unterschiedliche Vorstellungen – Märkte 'vs. Fed: "Die Markterwartungen stimmen nach wie vor nicht mit der 'offiziellen Haltung' der Fed überein. https://de.investing.com/news/economy/geldpolitik-fed-und-markte-haben-unterschiedliche-vorstellungen--und-nun-2500221

Dot-Com Era Stock Overvaluations On Cards If US Landing Is Soft: Stocks may end up with nosebleed valuations similar to the tech bubble if the US avoids a near-term recession... https://www.zerohedge.com/markets/dot-com-era-stock-overvaluations-cards-if-us-landing-soft

EZB hat Stabilitätssorgen https://www.institutional-money.com/news/maerkte/headline/maues-wachstum-und-hohe-zinsen-ezb-hat-stabilitaetssorgen-228842

Fannie Mae Press Release: Economy Expected to Slow in 2024. Home Sales Likely to Weaken in Near Term https://www.fanniemae.com/newsroom/fannie-mae-news/economy-expected-slow-2024-rebound-2025

This Is The BIGGEST REAL ESTATE BUBBLE IN HISTORY https://goldsilver.com/blog/this-is-the-biggest-real-estate-bubble-in-history/

Goldman Sachs Hedge Fund VIP Index https://www.gsam.com/content/gsam/us/en/individual/products/etf-fund-finder/goldman-sachs-hedge-industry-vip-etf/goldman-sachs-hedge-fund-vip-index-tr.html