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

Which countries own the most US debt? https://usafacts.org/articles/which-countries-own-the-most-us-debt/

Who Owns U.S. Debt 2023? China Selling and Japan May Start Selling https://matttopley.com/wp-content/uploads/2023/11/image-28-1536x1160.png

Regional Bank Reckoning Looms As Regulators Call For FHLB Limits https://www.zerohedge.com/markets/regional-bank-reckoning-looms-regulators-call-fhlb-limits

Household Debt Rises to $17.29 Trillion Led by Mortgage, Credit Card, and Student Loan Balances https://www.newyorkfed.org/microeconomics/hhdc.html

Eigentlich schreit recht viel für einen PUT Schein.

Tsunami of Treasury Issuance Will Shift from Longer-Term Debt to Short-Term T-Bills & 2-Year Notes amid Intense Navel-Gazing about Spiking 10-Year Yield. https://wolfstreet.com/2023/11/01/tsunami-of-treasury-issuance-shifts-from-longer-term-debt-to-short-term-t-bills-and-2-year-notes-amid-intense-navel-gazing-about-the-spike-in-10-year-yields/

Highest-Ever Treasury Short Positioning by Hedge Funds into Last Week Was “Accident Waiting to Happen,” Massive Short-Covering Ensued, Pushed Down Yields. “Basis Trade” at it Again https://wolfstreet.com/2023/11/06/highest-ever-treasury-short-positioning-by-hedge-funds-into-last-week-was-accident-waiting-to-happen-massive-short-covering-ensued-pushed-down-yields-the-basis-trade-is-at-it/

Bankrupt WeWork Could Accelerate CRE Crisis As It Prepares To Dump 40 NYC Office Tower Leases https://www.boersennews.de/community/diskussion/wework-inc-registered-shs-a/89396/83474360/

Und mittlerweile fast schon täglich grüßt das Murmeltier: As Shutdown Looms Next Week, House GOP Prepare Another Stopgap https://www.zerohedge.com/political/shutdown-looms-next-week-house-gop-prepare-another-stopgap

Berkshire Cash Pile Shows What's Wrong With Effervescent Stocks: Last week’s rally in US stocks, stunning as it was, is as sustainable as a house of cards. https://www.zerohedge.com/markets/berkshire-cash-pile-shows-whats-wrong-effervescent-stocks

Treasury Borrowing Running At Crisis-Era Levels: Treasury borrowing is now on par with levels during the 2020-2021 pandemic with both weaker fiscal positions and Fed QT are contributing factors. https://www.zerohedge.com/markets/treasury-borrowing-running-crisis-era-levels

Private Credit Giants Are Butting Heads Over a Hot New Asset Class: PE-style “whitelists” hamper efforts to expand the secondary market for fund stakes, as regulators raise liquidity concerns about private capital. https://www.bloomberg.com/news/articles/2023-11-06/private-credit-apollo-ares-tikehau-facing-limits-on-who-they-can-buy-from

China to Issue More Government Bonds to Tackle Debt Crisis: Beijing will continue to return to its old debt-reliant playbook and issue more government bonds as the world’s second largest economy tackles crisis on multiple fronts. https://www.asiafinancial.com/china-to-issue-more-government-bonds-to-tackle-debt-crisis

WeWork-Vermieter könnten hohe Verluste bei abgelehnten Mietverträgen in der Insolvenz erleiden: Mietverpflichtungen in Höhe von 25 Milliarden US-Dollar https://www.morningstar.com/news/marketwatch/20231104336/wework-landlords-could-see-steep-losses-on-any-rejected-leases-in-bankruptcy

Foreign bond investors are 'extremely concerned' about US deficits while the risk of China and Japan dumping Treasurys looms large: "All foreign investors that I've spoken to recently are extremely concerned about the trajectory of US deficits." https://markets.businessinsider.com/news/bonds/treasury-bond-demand-us-deficits-foreign-investors-japan-china-yields-2023-11

Baltic index declines for second straight week.11-session losing streak, but marked a second straight weekly fall. https://www.hellenicshippingnews.com/baltic-index-declines-for-second-straight-week/