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

After Large Up-Revisions, “Core” & “Core Services” PPI Inflation Not Benign at All. Whole Scenario Changed for the Worse. Six-month core PPI: +3.4%. Six-month services PPI: +3.7%. Year-over-year, both also accelerated further. https://wolfstreet.com/2024/10/11/after-large-upward-revisions-core-core-services-ppi-inflation-not-benign-at-all-whole-scenario-changed-for-the-worse/

USA: Erzeugerpreise steigen stärker als erwartet https://www.cash.ch/news/top-news/usa-erzeugerpreise-steigen-starker-als-erwartet-757083

Follow the money: U.S. equity funds see outflows on rate cut views: investors sold a net $342 million worth of U.S. equity funds during the week following a net $30.86 billion worth of purchases in the previous week. https://www.reuters.com/markets/us/us-equity-funds-see-outflows-rate-cut-views-2024-10-11/

Unter der Oberfläche der CPI-Inflation: Steigende Eigenheimversicherungs- und andere Eigenheimkosten treiben den OER-CPI an, der jetzt heißer ist als der Miet-CPI. „Kern-CPI“ beschleunigt sich zum dritten Mal in Folge aufgrund starker Preisschwankungen bei Gebrauchtwagen und anhaltender Inflation bei Dienstleistungen. https://wolfstreet.com/2024/10/10/beneath-the-skin-of-cpi-inflation-core-cpi-accelerates-for-3rd-month-on-sharp-flip-of-used-vehicle-prices-amid-sticky-services-inflation-gasoline-plunged/

For Hurricane Milton, Fitch-rated exposure includes $30.7 billion to 1,223 properties (1,157 loans) and 2,277 SFRs in 51 Florida counties under a State of Emergency declaration as of Oct. 6, 2024. Approximately $6.6 billion (312 properties; 300 loans, 1,325 SFRs) are overlapping Florida exposures to both hurricanes. Fitch continues to monitor $14.5 billion of rated US CMBS Hurricane Helene exposure, which includes 757 commercial real estate (CRE) properties (732 loans) and 3,760 single family rentals (SFRs). https://www.fitchratings.com/research/structured-finance/us-cmbs-loss-protections-mitigate-exposure-to-hurricanes-helene-milton-10-10-2024

Former Fed Trader Warns We Are This Close To Another Repo Crisis https://www.zerohedge.com/markets/former-fed-trader-warns-we-are-close-another-repo-crisis

USA auf AA- abgestuft https://www.fundresearch.de/rating/usa-auf-aa-abgestuft.php

immense costs for Americans under hurricane threat: Hurricane-related costs have become colossal for those in at-risk areas, and many residents are struggling to manage https://www.theguardian.com/us-news/2024/oct/09/hurricane-milton-helene-costs-residents

IKEA sales fall 5% after price cuts amid weak housing market https://www.zawya.com/en/world/uk-and-europe/ikea-sales-fall-5-after-price-cuts-amid-weak-housing-market-mlbwguvd

PepsiCo Reports a 'Slower' Consumer Recovery as Earnings Season Starts https://www.investopedia.com/pepsico-slower-consumer-recovery-earnings-season-8724987

Hedge funds no longer dip buyers https://www.investing.com/news/stock-market-news/hedge-funds-no-longer-dip-buyers-ahead-of-macro-catalysts-barclays-3653195

Dump it: Warren Buffett's BofA Dump-A-Thon Tops $10 Billion https://www.zerohedge.com/markets/warren-buffetts-bofa-dump-thon-tops-10-billion-nears-key-10-non-reporting-level

NHC issuing advisories for the Atlantic on Hurricane Kirk, Hurricane Leslie and TS Milton https://www.nhc.noaa.gov/index.shtml

Katrina-Like Disaster Unfolds For Biden-Harris As New Round Of Tropical Trouble Takes Aim At Florida https://www.zerohedge.com/weather/katrina-disaster-unfolds-biden-harris-new-round-tropical-trouble-aimed-florida

The Asymmetric and Persistent Effects of Fed Policy on Global Bond Yields https://www.snb.ch/dam/jcr:a8188be7-8750-4b11-b51c-4bb715f24da3/sem_2024_10_04_4_aglm.pdf