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

CRE Mess Not Letting Up: CMBS Delinquency Rates Jump in September as Office, Retail, and Lodging Deteriorate Further. Rate cuts cannot fix the structural issues crushing office & retail CRE. https://wolfstreet.com/2024/09/30/cre-mess-not-letting-up-cmbs-delinquency-rates-jump-in-september-as-office-retail-and-lodging-deteriorate-further/

US port strike poses significant fertilizer supply chain risks. Nearly 50% of US fertilizer trade flows through affected ports. https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/agriculture/093024-us-port-strike-poses-significant-fertilizer-supply-chain-risks-trade-group

Could the port strike cause a recession? Port strike hits billions in trade for importers like Walmart, LG, and Samsung https://fortune.com/2024/10/01/port-strike-walmart-lg-samsung/

US dockworkers strike, halting half the nation's ocean shipping...The strike blocks everything from food to automobile shipments across dozens of ports from Maine to Texas, in a disruption analysts warned will cost the economy billions of dollars a day, threaten jobs and potentially stoke inflation. https://www.reuters.com/world/us/us-east-coast-dockworkers-head-toward-strike-after-deal-deadline-passes-2024-10-01/

It Begins: US Port Strikes Erupt, First Shutdown In 50 Years Sparks Fears Of Supply Chain Crisis https://www.zerohedge.com/markets/it-begins-us-port-strikes-erupt-first-shutdown-50-years-sparks-fears-supply-chain-crisis

U.S.: East and Gulf Coast Port Strike Imminent https://worldview.stratfor.com/situation-report/us-east-and-gulf-coast-port-strike-imminent

Big Challenges Remain for Office REITs Despite Back-to-Office, Rate Cut https://www.fitchratings.com/research/corporate-finance/big-challenges-remain-for-office-reits-despite-back-to-office-rate-cut-30-09-2024

European Distressed and Default Monitor – September 2024: Rising Concern Lists; Diverging Defaults The share of loans on the loan Concern list as a percentage of the overall European leveraged loan universe rose in August to 3.3% https://www.fitchratings.com/research/corporate-finance/european-distressed-default-monitor-september-2024-30-09-2024

Powell Pours Cold Water On Rate-Cut Euphoria; USA Sovereign Risk Ominously Surges In September https://www.zerohedge.com/markets/powell-pours-cold-water-rate-cut-euphoria-usa-sovereign-risk-ominously-surges-september

https://www.federalreserve.gov/newsevents/speech/powell20240930a.htm

Powell Says Fed Not in Hurry to Cut Rates Quickly

Red sea disruption: Pepco turns to train and air-freight https://www.hellenicshippingnews.com/pepco-turns-to-train-air-freight-to-mitigate-red-sea-disruption/

"Unleash the Apoorcalypse..." Time Is Running Out: US Port Strike Could Begin Tuesday; Goldman Finds Highly Exposed Retailers https://www.zerohedge.com/markets/time-running-out-us-port-strike-could-begin-tuesday-goldman-finds-highly-exposed-retailers

Freight rates rise as companies plan for costly US port strike https://www.ft.com/content/7fdd7d4a-794c-46f2-95c5-aa317a5163a4

Port strike threatens biggest supply-chain disruption since height of pandemic https://www.washingtonpost.com/business/2024/09/28/port-strike-longshoremen-union-shipping/