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

Distress Rate Hits All-time High of 13.1% for CRE CLOs https://cred-iq.com/blog/2024/10/10/distress-rate-hits-all-time-high-of-13-1-for-cre-clos/

Demand Destruction for Existing Homes: Sales in 2024 to Plunge Below 4 Million Homes, Lowest since 1995, as Supply Spikes. Too-high prices cause demand destruction on an epic scale. https://wolfstreet.com/2024/10/23/demand-destruction-for-existing-homes-sales-in-2024-to-plunge-below-4-million-homes-lowest-since-1995-as-supply-spikes/

the bank bailout facility continued to be drained (down $7.1BN this week).And from a liquidity need perspective, The Fed's reverse repo facility continued to be drained this week (to cycle lows since the quarter-end surge)... In the crude world, we call this 'tank bottoms' - and we're fearful that the plumbing is going to start creaking sooner rather than later. https://www.zerohedge.com/markets/bank-deposits-money-markets-see-huge-inflows-tax-day-passes

America’s ‘Minsky Moment’: Paul Tudor Jones, renowned billionaire hedge fund manager of Tudor Investment, issued a stern warning on Tuesday regarding the U.S. government and U.S. debt markets. He claimed that the U.S. is in a vicious cycle and expressed concerns about the potential for a Minsky Moment after the elections. https://nai500.com/blog/2024/10/americas-minsky-moment-long-gold-bitcoin-commodities-and-nasdaq/

follow the money: follow the money: Over the past month, $3.5 billion has flowed into precious metals exchange-traded funds, accounting for most of the category’s year-to-date inflows of $3.9 billion.https://www.boersennews.de/community/diskussion/goldpreis/26183/91498668/

Widening US fiscal deficit a growing worry says Scope ratings https://www.hellenicshippingnews.com/widening-u-s-fiscal-deficit-a-growing-worry-says-scope-ratings/

Treasury Liquidity Crisis Looms As Election Nears https://www.zerohedge.com/markets/treasury-liquidity-crisis-looms-election-nears

The IMF’s Fiscal Monitor on Wednesday features a warning that public debt levels are set to reach $100 trillion this year: The question here is: Who is going to be able to play off al this debt? The answer to that question is: none of them! And the debts are so large that they won't be able to inflate them away, so the only thing that's left is a default... And then the question will be: Who will blink first? https://www.fxstreet.com/analysis/gold-becomes-the-safest-option-202410221228

Which Foreign Countries Bought the Recklessly Ballooning US Debt: An Increasingly Crucial Question. https://wolfstreet.com/2024/10/19/which-foreign-countries-bought-the-recklessly-ballooning-us-debt-increasingly-crucial-question-many-piled-it-up-cleanest-dirty-shirt/

When Powell Cut Rates By An "Emergency" 50bps, Did He Expect Yields Would Be 50bps Higher A Month Later https://www.zerohedge.com/markets/when-fed-cut-rates-emergency-50bps-did-it-expect-yields-would-be-50bps-higher-month-later

The $100 Trillion Global Debt Bomb And Financial Shock Risk: IMF warns the risks of a financial shock are rising, as complacency about debt meets the risk of a significant slump in economic growth. https://www.zerohedge.com/markets/100-trillion-global-debt-bomb-and-financial-shock-risk

What Could Possibly Go Wrong? Margin Debt Up 2.0% in September; Highest Level Since 2022 https://www.advisorperspectives.com/dshort/updates/2024/10/16/margin-debt-up-2-0-september-highest-level-since-2022

US budget deficit tops $1.8 trillion in fiscal 2024, third-largest on record https://www.reuters.com/markets/us/us-budget-deficit-tops-18-trillion-fiscal-2024-third-largest-record-2024-10-18/

US Banks Suffer Biggest Weekly Deposit Outflow Since SVB Crisis https://www.zerohedge.com/markets/us-banks-suffer-biggest-weekly-deposit-outflow-svb-crisis

Endgame: US Ends Fiscal 2024 Paying A Record $1.1 Trillion In Interest Expense https://www.zerohedge.com/economics/endgame-us-ends-fiscal-2024-paying-record-11-trillion-interest-expense

BRICS Summit proposals https://stratnewsglobal.com/general/putins-key-proposals-at-brics-to-cut-reliance-on-west/