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

Chinesische Investoren trennten sich von US-Immobilien im Wert von 31,7 Milliarden US-Dollar https://www.scmp.com/property/article/3254787/chinese-investors-offloaded-us317-billion-us-commercial-real-estate-over-last-five-years-driven

The Federal Reserve Board on Wednesday announced that the Bank Term Funding Program (BTFP) will cease making new loans as scheduled on March 11. https://www.federalreserve.gov/newsevents/pressreleases/monetary20240124a.htm

Fed Balance Sheet QT: -$1.43 Trillion from Peak, to $7.54 Trillion. Quantitative Tightening has now removed 35% of Treasury securities and 25% of MBS https://wolfstreet.com/2024/03/07/fed-balance-sheet-qt-1-43-trillion-from-peak-to-7-54-trillion-lowest-since-february-2021/

Large US Banks Saw Over $7BN Deposit Outflows Amid NYCB Chaos https://talkmarkets.com/content/economics--politics/large-us-banks-saw-over-7bn-deposit-outflows-amid-nycb-chaos-last-week?post=435743

NYCB turnaround faces rocky road as commercial real estate exposure a drag. NYCB's uninsured deposits are relatively low at nearly 20%. https://www.reuters.com/markets/us/nycb-turnaround-faces-rocky-road-commercial-real-estate-exposure-drag-2024-03-08/

In den USA wird die Liste der Problembanken immer länger: Laut den Daten der Federal Deposit Insurance Corporation (FDIC) ist die Zahl der finanziell angeschlagenen Banken in den USA auf 52 Institute gestiegen, wie die «Financial Times» am Freitag berichtet. Das ist ein Anstieg um 18 Prozent. https://www.finews.ch/news/banken/61715-usa-banken-nycb-investoren

US Bank Crisis Looms As Deposit Outflows Accelerated Last Week, Loan Volumes Stagnate https://www.zerohedge.com/markets/us-bank-crisis-looms-deposit-outflows-accelerated-last-week-loan-volumes-stagnate

Ob die NYC das überlebt? Nur noch Junk. Herabstufung durch Fitch und Moody's. Mal sehen wie groß der Fallout wird.

NYCB-Aktien stürzen ab, Optionshändler bereiten sich auf Schlimmeres vor NYCB-Aktien stürzen ab, Optionshändler bereiten sich auf Schlimmeres vor https://de.marketscreener.com/kurs/aktie/NEW-YORK-COMMUNITY-BANCOR-13861/news/NYCB-Aktien-sturzen-ab-Optionshandler-bereiten-sich-auf-Schlimmeres-vor-46076193/

Goldman ominously concludes that "alternative valuation methods, like those that are based on repeat-sales and appraisal values, suggest that actual office values may be far lower than the average transaction price https://www.dropbox.com/scl/fi/i7qy8sf58cnrujj8laibg/US-Economics-Analyst-The-Price-Is-Still-Too-High-for-Office-to-Multifamily-Conversion-Peng_Viswanathan.pdf?rlkey=w0437i3752inwfrn1ge9gznsd&dl=0

SuperCore Inflation Soars In January https://www.zerohedge.com/markets/pce

Bin gespannt wie die Geldjunkies auf das Ende des Bank Term Funding Program am 11.3. reagieren werden.

Mehr US-Banken werden über die Immobilienkrise fallen https://www.bloomberg.com/news/articles/2024-02-23/fortress-co-ceo-sees-cre-stress-leading-to-more-bank-failures

Some of the 49 Small Banks Heavily Exposed to Bad Multifamily CRE Loans May Topple https://wolfstreet.com/2024/02/19/49-small-banks-are-heavily-exposed-to-bad-multifamily-cre-loans-some-may-topple-but-their-small-size-limits-contagion-fitch/

Bei welchen Aktien seid ihr zu mindestens 40% im Minus und würdet diese Aktien nach wie vor halten, weil ihr langfristig an diese Aktie glaubt?

At some US regionals, CRE loans eclipse tangible equity by up to 7x Valley National, NYCB and First Foundation the most levered in a sample of 30 banks https://www.risk.net/risk-quantum/7959012/at-some-us-regionals-cre-loans-eclipse-tangible-equity-by-up-to-7x