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

Now It's OIL: China, BRICS and OPEC+ Build New Trading System... https://www.youtube.com/watch?v=4s3EZpskMWU

Major economies, including Japan and China, are reportedly selling U.S. Treasuries and buying gold https://www.jpost.com/business-and-innovation/precious-metals/article-824854

What can possibly go wrong? Investor credit https://en.macromicro.me/charts/429/us-nyse-investor-credit

IMF: Global Public Debt Is Probably Worse Than it Looks: Global public debt is very high. It is expected to exceed $100 trillion, or about 93 percent of global gross domestic product by the end of this year and will approach 100 percent.. This is 10 percentage points of GDP above 2019, that is, before the pandemic. https://www.imf.org/en/Blogs/Articles/2024/10/15/global-public-debt-is-probably-worse-than-it-looks

Hurricane Milton could cost Florida's homebuilding sector between $1.7 billion and $2.5 billion, according to Goldman Sachs https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41317881/hurricane-milton-to-deliver-2-5b-blow-to-floridas-homebuilding-sector-goldman-sachs

Bank of America Aktie: Buffett reduziert Beteiligung unter 10%

biggest one-day spike in the 30-year history of the Cboe Volatility Index, or Vix -August’s volatility thunderbolt rattles risk managers: Investment firms mull changes to value-at-risk models after never-before-seen spike in volatility index. https://www.risk.net/investing/7960079/augusts-volatility-thunderbolt-rattles-risk-managers

World Bank says 26 poorest countries in worst financial shape since 2006: The world's 26 poorest countries, home to 40% of the most poverty-stricken people, are more in debt than at any time since 2006 https://www.investing.com/news/economy-news/world-bank-says-26-poorest-countries-in-worst-financial-shape-since-2006-3660819

Staatsschulden als tickende Zeitbombe: Die amerikanischen Staatsschulden werden weiter steigen. Denkbar sei aber, dass die Rating-Agenturen in der kommenden Zeit die Bonitätsnote der USA herabstufen könnten. «Hier war der Druck in der Vergangenheit vielleicht zu wenig gross.» Auf Sachwerte setzen...Anlagen in der Krisenwährung Gold zu erwägen. https://www.nzz.ch/finanzen/us-staatsschulden-unter-trump-oder-harris-wie-sich-sparer-und-anleger-absichern-ld.1850908

Inflation in den USA bei 2,4 Prozent – Goldpreis oberhalb von 2600 Dollar https://www.wiwo.de/finanzen/geldanlage/goldpreis-aktuell-inflation-in-den-usa-bei-2-4-prozent-goldpreis-oberhalb-von-2600-dollar/29741802.html

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