USA Industrie 30 WKN: 969420 ISIN: US2605661048 Forum: Indizes Thema: Hauptdiskussion

JPM's Dimon Warns: World Not Ready For Fed's Stagflationary Response: "I am not sure if the world is prepared for 7%. I ask people in business, 'are you prepared for something like 7%?' The worst case is 7% with stagflation. If they are going to have lower volumes and higher rates, there will be stress in the system. We urge our clients to be prepared for that kind of stress." https://www.zerohedge.com/markets/jpms-dimon-warns-world-not-ready-feds-stagflationary-response

Evergrande, Country Garden, Sunac - Chinas Immobilienkrise spitzt sich zu https://www.handelsblatt.com/finanzen/immobilien/evergrande-country-garden-sunac-chinas-immobilienkrise-spitzt-sich-zu/29404546.html

US Shutdown as Next Big Wild Card https://www.bloomberg.com/news/articles/2023-09-26/bond-traders-roiled-by-fed-see-us-shutdown-as-next-big-wild-card

Another one bites the dust? The Massive Scale of China’s Property Sector: The risks that follow as China’s largest real estate company wavers near default. https://www.boersennews.de/community/diskussion/country-garden/15916/82574703/

Allianz Global Wealth Report 2023: Das globale Geldvermögen der privaten Haushalte fiel 2022 um -2,7 %, der stärkste Rückgang seit der Globalen Finanzkrise (GFC) https://www.boersennews.de/nachrichten/artikel/apa-ots-news-allianz-global-wealth-report-2023-geldvermoegen-ging-weltweit/4222587/

Wealth Disparity Monitor: shocking immense wealth disparity https://wolfstreet.com/2023/09/24/my-wealth-disparity-monitor-of-the-feds-money-printer-era-september-2023-now-theres-inflation-qt-and-rate-hikes/

What We Can Learn From EC World REIT’s Troubles: Takeaways from EC World REIT’s recent financial troubles involving its inability to refinance its debt. EC World REIT is in hot water https://thesmartinvestor.com.sg/what-we-can-learn-from-ec-world-reits-troubles/

Red October is coming "REITs on the run": This REIT Is Getting Rid Of Its Entire Office Building Portfolio https://finance.yahoo.com/news/reit-getting-rid-entire-office-145815580.html

China property: accelerating meltdown threatens other markets ... contagion could spread into commodities ... Iron ore prices fell more than 4 per cent on Monday. China buys about 70 per cent of the world’s seaborne iron ore. Chinese developers have stopped restocking steel. https://www.ft.com/content/790ceab3-3169-445f-aade-733daa50bb07

Real estate stocks extend losses as rates soar. REITs also tend to borrow heavily so the prospect of higher rates for longer puts pressure on their profit outlook: “Not only are REIT’s bond substitutes but they also rely on borrowing so that just makes them doubly interest-rate-sensitive” https://www.hellenicshippingnews.com/real-estate-stocks-extend-losses-as-rates-soar/

China's embattled property stocks have tanked by the most in nine months, according to Bloomberg data. The Bloomberg Intelligence gauge of Chinese developer shares fell almost 7% after Monday's trading. MSCI China Stock Index Down $2 Trillion in Value https://markets.businessinsider.com/news/stocks/china-property-crisis-developer-stocks-fall-evergrande-debt-economy-2023

US government shutdown would delay release of key economic data, official says: The publication of major U.S. economic data, including employment and inflation reports of critical importance to policymakers and investors, will be suspended indefinitely should the federal government shut down at the end of this week https://www.reuters.com/markets/us/us-government-shutdown-would-delay-release-key-economic-data-official-says-2023-09-25/

Moody's warns US government shutdown would be 'credit negative' https://www.reuters.com/markets/us/moodys-warns-us-government-shutdown-would-be-credit-negative-2023-09-25/

Massive Kapitalbewegungen: 16,9 Milliarden Dollar verlassen globale Aktienmärkte https://de.investing.com/news/stock-market-news/massive-kapitalbewegungen-169-milliarden-dollar-verlassen-globale-aktienmarkte-2454959

Hochzinsanleihen: Die Angst vor der Fälligkeitsmauer. Die Fälligkeitsmauer kommt - Refinanzierungswelle steht an: „Innerhalb den kommenden vier Jahren müssen immerhin 43 Prozent der Anleihen zurückgezahlt und in aller Regel auch refinanziert werden. High Yield-Emittenten laufen in eine Refinanzierungswelle hinein, die recht groß ist.“ https://www.institutional-money.com/news/maerkte/headline/hochzinsanleihen-die-angst-vor-der-faelligkeitsmauer-227430

Pension CIOs re-evaluate China exposure: The chief investment officers of three global pension schemes have told the 2023 Fiduciary Investors Symposium at Stanford University they are re-evaluating or reducing their exposure to the world’s second largest economy as tensions between the US and China escalate. https://www.top1000funds.com/2023/09/pension-cios-re-evaluate-china-exposure/