US 30 WKN: CG3AA2 ISIN: US2605661048 Forum: Indizes Thema: Hauptdiskussion

$1.2 trillion and counting for US liquidity funds. Global, Europe, Japan, Canada and Pacific Regional Equity Funds all recorded outflows. US Equity Funds extended their current inflow streak to eight weeks and $64 billion. https://epfr.com/insights/global-navigator/1-2-trillion-and-counting-for-us-liquidity-funds-money-market-fund-flows-bond-flows-equity-fund-flows-etf-fund-flows-esg-fund-flows-investor-sentiment-financial-markets-data/

The ECB’s hand in banks’ billion-dollar hedging losses https://www.bankingriskandregulation.com/the-ecbs-hand-in-banks-billion-dollar-hedging-losses/

SuperCore CPI Jumps Back Above 4.00% https://www.zerohedge.com/personal-finance/core-cpi-hotter-expected-used-car-price-rise-offsets-energy-drop

Auffallend: die von der Fed stark beachtetet „supercore“-Inflation (Kernrate der Inflation ohne Immobilien-Bereich) ist wieder gestiegen! https://finanzmarktwelt.de/inflation-us-verbraucherpreise-wie-erwartet-zum-vormonat-leicht-hoeher-294699/

Core CPI Hotter Than Expected As Used-Car Price Rise Offsets Energy Drop https://www.zerohedge.com/personal-finance/core-cpi-hotter-expected-used-car-price-rise-offsets-energy-drop

Fed meeting next week could slam brakes on year-end stock rally: The rally lifting U.S. stocks to fresh 2023 highs in the year's home stretch could be at risk if the Federal Reserve next week crushes expectations for interest rate cuts in 2024. https://www.morningstar.com/news/marketwatch/20231210216/fed-meeting-next-week-could-slam-brakes-on-year-end-stock-rally

Sehr bullische woche. Zinssenkungen in kürze. Verbraucherpreise immer weiter am abschmieren 😉

Will central banks push back on hopes for interest rate cuts? https://www.ft.com/content/487f9e67-8378-484d-8404-3370abc44e0e

Bloomberg charts on the latest developments in the global economy: https://economictimes.indiatimes.com/small-biz/trade/exports/insights/charting-the-global-economy-panama-canal-is-being-squeezed-shut-by-drought/articleshow/105873295.cms

Week ahead highlights include: FOMC, ECB, BoE, SNB; US CPI, China activity data https://www.forexlive.com/centralbank/week-ahead-highlights-include-fomc-ecb-boe-snb-us-cpi-china-activity-data-20231209/

EZB schafft "Bedingungsloses Grundeinkommen" für Banken: Die EZB hat eine Art bedingungsloses Grundeinkommen für Banken geschaffen. Ein leistungsloses Grundeinkommen, das sich über die nächsten zehn Jahre zu ungefähr einer Billion Euro addieren könnte. Wenn es nicht geldpolitische Änderungen gibt. https://www.cicero.de/wirtschaft/europaische-zentralbank-bedingungsloses-grundeinkommen-fur-banken

Wall Street Gets Ready to Cash In on $1 Trillion Climate Market. For some, the arrival of global banks in a market that has yet to be properly regulated marks a worrying development. https://www.energyconnects.com/news/utilities/2023/december/wall-street-gets-ready-to-cash-in-on-1-trillion-climate-market/

Globale Inflation: Wie geht es weiter? Langfristig: strukturell steigende Inflation https://www.finews.ch/service/advertorials/60474-globale-inflation-lazard-asset-management-ron-temple-china-wachstumsprognosen

US Bank Deposit Outflows Continue To Surge As Regional 'Stress' Accelerates https://www.zerohedge.com/markets/us-bank-deposit-outflows-continue-surge-regional-stress-accelerates

Global Rate Correlation Shows View Central Banks Hunt In Packs: Correlations between German front-end bonds and comparable Treasuries, usually pretty remarkable, are now close closing in on 0.9. https://www.zerohedge.com/markets/global-rate-correlation-shows-view-central-banks-hunt-packs

Ja, Dow Jones hat es jetzt auch fast wieder auf das Niveau von 12/21 geschafft.