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

Scope Rating: Credit Lines: European companies need to readjust to high real rates. Poor business sentiment in Europe has led to a rapid worsening in growth forecasts as companies grapple with higher borrowing and wage costs...reality is that firms have yet to fully adjust to higher real rates...cost of floating-rate bank financing, the dominant funding source for European corporates, had already more than doubled by mid-2023 and is set to rise further as the remaining interest rate hikes feed through and hedges run off. This trajectory already weighs on interest-coverage ratios, especially of highly leveraged sectors such as real estate and will continue to do so. https://scoperatings.com/ratings-and-research/research/EN/175285

Apollo: Europe in Stagflation - Consensus expectations show that the market is expecting Europe to be in stagflation in 2023 and in 2024. https://apolloacademy.com/europe-in-stagflation/

Alarmzeichen: Kreditvergabewachstum im Euroraum fällt auf Achtjahrestief. Die Anzeichen mehren sich, dass die historische Serie von Zinserhöhungen der Europäischen Zentralbank die Wirtschaftstätigkeit bremst. https://www.institutional-money.com/news/maerkte/headline/alarmzeichen-kreditvergabewachstum-im-euroraum-faellt-auf-achtjahrestief-227519

Credit Card Losses Are Surging At The Fastest Pace Since The Global Financial Crisis https://www.zerohedge.com/economics/credit-card-losses-are-surging-fastest-pace-global-financial-crisis

REIT Sell-off https://www.google.com/finance/quote/UPRA:INDEXFTSE?window=5D

A Crisis Is Coming: Who Is Swimming Naked? There are plenty of naked swimmers in our financial system...bankruptcy filings moving up. https://www.zerohedge.com/markets/crisis-coming-who-swimming-naked

Den USA droht erneut Zahlungsunfähigkeit - Die USA steuern mal wieder auf einen Shutdown zu. https://www.cash.ch/news/den-usa-droht-erneut-zahlungsunfahigkeit-640956

Insolvenzgefahr steigt - Welchen Einfluss die ungewisse Zukunft von Evergrande auf die Weltwirtschaft hat https://www.boersennews.de/community/diskussion/evergrande-real-estate-grp-ltd-registered-shares-dl-01/15172/82605780/

The Most Splendid Housing Bubbles in America, September Update: Spring Bounce Fades. 20-City Index -0.6% from Peak in 2022, Flat Year-over-Year. San Francisco -11% from peak, Seattle -10%, followed by Las Vegas, Phoenix, Portland, Denver, Dallas, San Diego, Los Angeles, Tampa https://wolfstreet.com/2023/09/26/the-most-splendid-housing-bubbles-in-america-september-update-spring-bounce-fades-20-city-index-0-6-from-peak-in-2022-flat-year-over-year/

Chinas Immobilienkrise verschärft sich weiter https://www.handelsblatt.com/finanzen/immobilien/evergrande-und-co-chinas-immobilienkrise-verschaerft-sich-weiter/29404546.html

Germany teeters on the edge of significant distress https://www.perenews.com/germany-teeters-on-the-edge-of-significant-distress/

JP-Morgan-Chef Jamie Dimon warnt vor einem Fed-Leitzins von 7 Prozent https://www.cash.ch/news/top-news/jp-morgan-chef-jamie-dimon-warnt-vor-einem-fed-leitzins-von-7-prozent-640782

US New Home Sales Fall the Most in 11 Months: Sales of new single-family houses in the United States slumped by 8.7%, the most since September 2022

Termin 29.9.: Euro Area Inflation Flash - Konsens liegt bei 4,5%. Dann schauen wir mal. https://tradingeconomics.com/euro-area/inflation-cpi

Blackrock: Blindflug in die Stagnation? https://www.blackrock.com/de/professionelle-anleger/markte/weekly-market-update

„De-Dollarisierung“: China verstärkt Angriffe auf das US-Dollar System https://www.institutional-money.com/news/maerkte/headline/de-dollarisierung-china-verstaerkt-angriffe-auf-das-us-dollar-system-227482