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

Government borrowing costs across developed economies saw their biggest jumps in months in April, evidence that bond markets are not yet out of the woods when it comes to inflation and the threat of higher-for-longer than expected interest rates. https://www.hellenicshippingnews.com/inflation-hasnt-lost-its-grip-on-bond-markets-yet/

Fed Holds Rates at 5.50% Top of Range, QT Slowdown Starts in June, Acknowledged Inflation is a Problem Again. New language: “In recent months, there has been a lack of further progress toward the Committee’s 2 percent inflation objective.” https://wolfstreet.com/2024/05/01/fed-holds-rates-at-5-50-top-of-range-qt-slowdown-starts-in-june-acknowledged-inflation-is-a-problem-again/

Stagflation signals everywhere: More Stagflation Signals As Manufacturing Surveys Show Soaring Prices, Orders Tumble https://www.zerohedge.com/markets/more-stagflation-signals-manufacturing-surveys-show-soaring-prices-orders-tumble

Weniger Zinssenkungen in 2025 Zentralbanken: Fed und EZB werden nur langsam Zinsen senken https://finanzmarktwelt.de/zentralbanken-fed-und-ezb-werden-nur-langsam-zinsen-senken-308688/

Stagflation, ihre Ursachen, Auswirkungen und möglichen politischen Reaktionen verstehen https://morethandigital.info/stagflation-ihre-ursachen-auswirkungen-und-moeglichen-politischen-reaktionen-verstehen/

The Fed's Stagflation Problem https://seekingalpha.com/article/4687268-the-fed-stagflation-problem

That is the worst five-month collapse since Lehman: Chicago PMI Puke Screams Stagflation https://www.zerohedge.com/markets/fastest-drop-lehman-chicago-pmi-puke-screams-stagflation

Collapse of US regional bank raises red flag for big shocks https://www.globaltimes.cn/page/202404/1311456.shtml

Bank Failures Begin Again https://www.zerohedge.com/markets/bank-failures-begin-again-phillys-republic-first-seized-fdic

Weitere Regionalbank in den USA scheitert. Die Republic First Bank wurde am Freitag von den Behörden übernommen und zwangsverkauft.

Commercial Real Estate Loan Risk Getting Worse By The Day https://seekingalpha.com/article/4686145-commercial-real-estate-loan-risk-getting-worse-by-the-day

Fitch projects the U.S. CMBS office delinquency rate to more than double from 3.6% as of February 2024 to 8.1% in 2024 and 9.9% in 2025, which is even higher than the Global Recession-peak. https://www.fitchratings.com/research/structured-finance/us-office-cre-values-yet-to-trough-recovery-will-be-protracted-20-03-2024

BofA, PNC lead Q1 rise in non-performing CRE loans Commercial real estate write-offs also increased, driven by office loans https://www.risk.net/risk-quantum/7959302/bofa-pnc-lead-q1-rise-in-non-performing-cre-loans

Fed’s preferred inflation metric rose to 2.7% in March https://www.ft.com/content/2fa937d1-d7ad-462b-ab68-209506565d90

Investors brace for 5% Treasury yields as US inflation worries mount https://www.reuters.com/markets/us/investors-brace-5-treasury-yields-us-inflation-worries-mount-2024-04-26/

MSCI Real Assets: Die Preise für Gewerbeimmobilien fielen im Jahresvergleich um 3 %. Der RCA CPPI National All-Property Index sank im Jahresvergleich um 3,0 %. Der Bürosektor verzeichnete erneut die größten monatlichen und jährlichen Rückgänge der Immobiliensektoren. Der CBD-Büroindex fiel im Vergleich zum Vorjahr um 33,2 % und für Vorstadtbüros im Vergleich zum Vorjahr um 11,4 % . https://www.msci.com/www/research-report/rca-commercial-property-price/03729651564