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

An Update to the Budget and Economic Outlook: 2024 to 2034 - Debt: Relative to the size of the economy, debt swells from 2024 to 2034 as increases in interest costs and mandatory spending outpace decreases in discretionary spending and growth in revenues. Debt held by the public rises from 99 percent of GDP this year to 122 percent in 2034, surpassing its previous high of 106 percent of GDP. https://www.cbo.gov/publication/60419

Die Reichsten werden reicher, die Ärmsten werden ärmer. Trends bei der Verteilung des Familienvermögens, 1989 bis 2022: In diesem 33-jährigen Zeitraum war das Familienvermögen ungleich verteilt, und diese Ungleichheit nahm zu. Im Jahr 2022 besaßen Familien in den oberen 10 Prozent der Verteilung 60 Prozent des gesamten Vermögens, gegenüber 56 Prozent im Jahr 1989, und Familien im obersten 1 Prozent der Verteilung besaßen 27 Prozent, gegenüber 23 Prozent im Jahr 1989. Der Anteil des Vermögens der übrigen Familien in der oberen Hälfte der Verteilung schrumpfte im gleichen Zeitraum von 37 Prozent auf 33 Prozent. Familien in der unteren Hälfte der Verteilung besaßen sowohl 1989 als auch 2022 6 Prozent des gesamten Vermögens. https://www.cbo.gov/publication/60807

The Biggest Asset Managers Keep Getting Bigger: The largest 20 firms account for a whopping 85 percent of assets under management in the U.S., which means the next 130 firms take up only 15 percent of AUM. Assets also have become significantly more concentrated over the past 10 years. In August 2014, the top four firms (Vanguard, Capital Group, Fidelity Investments, and BlackRock) accounted for 43 percent of fund assets under management in the U.S. https://www.institutionalinvestor.com/article/2dw9gq4kdn4sheff5hzpc/corner-office/the-biggest-asset-managers-keep-getting-bigger-but-small-ones-have-reason-to-hope

Inflation Fears: A measure of long-term expectations for consumer prices, called the Treasury breakeven rate, climbed steadily over the past month and now stands around 2.3% — above the Federal Reserve's target. https://www.bloomberg.com/news/newsletters/2024-10-17/gold-s-record-breaking-rally-hints-at-inflation-fears-markets-daily

"Probably Worse Than It Looks": IMF Sounds Alarm Over Government Spending https://www.zerohedge.com/geopolitical/probably-worse-it-looks-imf-sounds-alarm-over-government-spending

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/