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

As CMBS Office Distress Takes Longer to Resolve, Focus Turns to the Pain Points https://commercialobserver.com/2024/10/cmbs-office-distress-resolutions-2024/

Gewerbeimmobilien-CLOs sehen sich zunehmend mit Belastungen durch höhere Zinsen konfrontiert https://commercialobserver.com/2024/10/commercial-real-estate-clos-distress-higher-interest-rates/

Episches Büroüberangebot erreicht Rekordwerte in San Francisco, Atlanta, Chicago, Los Angeles, Seattle, Washington DC. Das Überangebot an leerstehenden Büroflächen auf dem Markt, ausgedrückt durch die Verfügbarkeitsraten, erreichte im dritten Quartal in vielen großen Büromärkten neue Rekordwerte https://wolfstreet.com/2024/10/01/epic-office-glut-hits-records-in-san-francisco-atlanta-chicago-los-angeles-seattle-washington-dc-dallas-availability-rate-dips-to-30-houston-rises-to-29/

CRE Mess Not Letting Up: CMBS Delinquency Rates Jump in September as Office, Retail, and Lodging Deteriorate Further. Rate cuts cannot fix the structural issues crushing office & retail CRE. https://wolfstreet.com/2024/09/30/cre-mess-not-letting-up-cmbs-delinquency-rates-jump-in-september-as-office-retail-and-lodging-deteriorate-further/

US port strike poses significant fertilizer supply chain risks. Nearly 50% of US fertilizer trade flows through affected ports. https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/agriculture/093024-us-port-strike-poses-significant-fertilizer-supply-chain-risks-trade-group

Could the port strike cause a recession? Port strike hits billions in trade for importers like Walmart, LG, and Samsung https://fortune.com/2024/10/01/port-strike-walmart-lg-samsung/

US dockworkers strike, halting half the nation's ocean shipping...The strike blocks everything from food to automobile shipments across dozens of ports from Maine to Texas, in a disruption analysts warned will cost the economy billions of dollars a day, threaten jobs and potentially stoke inflation. https://www.reuters.com/world/us/us-east-coast-dockworkers-head-toward-strike-after-deal-deadline-passes-2024-10-01/

It Begins: US Port Strikes Erupt, First Shutdown In 50 Years Sparks Fears Of Supply Chain Crisis https://www.zerohedge.com/markets/it-begins-us-port-strikes-erupt-first-shutdown-50-years-sparks-fears-supply-chain-crisis

U.S.: East and Gulf Coast Port Strike Imminent https://worldview.stratfor.com/situation-report/us-east-and-gulf-coast-port-strike-imminent

Big Challenges Remain for Office REITs Despite Back-to-Office, Rate Cut https://www.fitchratings.com/research/corporate-finance/big-challenges-remain-for-office-reits-despite-back-to-office-rate-cut-30-09-2024

European Distressed and Default Monitor – September 2024: Rising Concern Lists; Diverging Defaults The share of loans on the loan Concern list as a percentage of the overall European leveraged loan universe rose in August to 3.3% https://www.fitchratings.com/research/corporate-finance/european-distressed-default-monitor-september-2024-30-09-2024

Powell Pours Cold Water On Rate-Cut Euphoria; USA Sovereign Risk Ominously Surges In September https://www.zerohedge.com/markets/powell-pours-cold-water-rate-cut-euphoria-usa-sovereign-risk-ominously-surges-september

https://www.federalreserve.gov/newsevents/speech/powell20240930a.htm

Powell Says Fed Not in Hurry to Cut Rates Quickly

Red sea disruption: Pepco turns to train and air-freight https://www.hellenicshippingnews.com/pepco-turns-to-train-air-freight-to-mitigate-red-sea-disruption/