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

Canada's banking watchdog flags mortgage renewals and real estate lending as top financial risks https://www.saltwire.com/cape-breton/business/canadas-banking-watchdog-flags-mortgage-renewals-and-real-estate-lending-as-top-financial-risks-100967053/

Losses Pile Up in Top-Rated Bonds Backed by Commercial Real Estate Debt: “Now that we’ve seen the first commercial mortgage backed securities get hit, other AAA bonds are bound to see losses,” said Lea Overby, a CMBS strategist at Barclays. “These losses may be a sign that the commercial real estate market is starting to hit rock bottom.” https://www.bnnbloomberg.ca/losses-pile-up-in-top-rated-bonds-backed-by-commercial-real-estate-debt-1.2076558

The Incoming Commercial Real Estate Crisis No One Seems Prepared For. It has been a year since a string of U.S. regional bank failures, together with the collapse of global heavyweight Credit Suisse..In February, however, New York Community Bank (NYCB) appeared to resurrect the crisis when it announced $2.4 billion in losses, fired its CEO, and faced credit downgrades from rating agencies Fitch and Moodys. “I think that there’s more to come,” Peter Earle, a securities analyst and senior research fellow at the American Institute for Economic Research, told The Epoch Times. https://www.theepochtimes.com/article/the-incoming-commercial-real-estate-crisis-no-one-seems-prepared-for-5652423

JPMorgan's Dimon says he can't rule out hard landing for U.S. economy https://www.investing.com/news/economy/jpmorgans-dimon-says-he-cant-rule-out-hard-landing-for-us-economy--cnbc-3453728

"Follow the money" - EPFR data: Cummulative flows for UK and Europe equity funds https://epfr.com/wp-content/uploads/2024/05/Chart-1-website-3.png

"Follow the money" - LSEG Lipper data: Equity funds suffered outflows of £1.05bn. https://lipperalpha.refinitiv.com/reports/2024/05/everything-flows-4-24-bonds-flows-accelerate-strongly/

"Follow the money" - Big Short’s Michael Burry adds gold ETF as top Q1 allocation https://www.etfstream.com/articles/big-short-s-michael-burry-adds-gold-etf-as-top-q1-allocation

A $444 Billion ‘Fat Finger’ Trade Crashed Stocks. Now Citigroup Is Paying the Price. https://globalinsolvency.com/headlines/444-billion-fat-finger-trade-crashed-stocks-now-citigroup-paying-price

The broadening commodity rally threatens to feed into global inflation and kickstart another bond selloff https://www.zerohedge.com/markets/global-bond-market-verge-selloff-commodities-reawaken

Existing Home Sales Unexpectedly Tumble As Homebuyer Confidence Hits Record Low: existing home sales SAAR back near COVID lockdown lows https://www.zerohedge.com/personal-finance/existing-home-sales-unexpectedly-tumble-homebuyer-confidence-hits-record-low

Bank regulator warns of housing-payment shock: Canada’s banking watchdog warned that many homeowners who took out mortgages when rates were near zero during the pandemic will soon face a reckoning as those loans renew. https://www.bnnbloomberg.ca/bank-regulator-in-canada-warns-of-housing-payment-shock-by-2026-1.2076057

Burry und Paulson setzen stark auf Gold https://de.finance.yahoo.com/nachrichten/michael-burry-john-paulson-wurden-131427724.html

In Europa sieht es auch nicht besser aus. Euro-Immobilienfonds: Abflüsse haben sich verfünffacht https://www.institutional-money.com/news/maerkte/headline/euro-immobilienfonds-abfluesse-haben-sich-verfuenffacht-232891

CNBC Supply Chain Survey: What early freight orders for peak season show — Early indications on peak season from CNBC’s Supply Chain Survey show a modest uptick in orders but no hog-wild consumer spending. https://www.freightwaves.com/news/what-early-freight-orders-for-peak-season-show-cnbc-supply-chain-survey

Blackstone and Starwood Face Investor Exodus as Real Estate Market Wavers https://news.theregistryps.com/blackstone-and-starwood-face-investor-exodus-as-real-estate-market-wavers/

Political pressure on the Federal Reserve tends to be more inflationary than standard monetary easing, research published by the US National Bureau of Economic Research finds. https://www.centralbanking.com/central-banks/monetary-policy/7961335/past-us-presidents-fed-pressure-raised-inflation-nber-paper