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

Home Prices Fall Further. Demand Crashes, Price Cuts Jump, NAR, the Realtor lobbying group, demands its easy-money heroin back that the Fed has confiscated. https://wolfstreet.com/2023/10/19/median-price-of-existing-homes-falls-further-peak-was-june-2022-demand-crashes-price-cuts-jump-supply-days-on-market-rise/

Refinitiv: Big Players Walking Away: CRE’s Default Crisis Continues: Big Players Walk Away: Large property owners are walking away from their investments as portfolios no longer meet investor requirements and generate adequate returns. Banks Brace for Impact: US banks, once considered resilient to CRE defaults, are now preparing to sell off property loans at a discount to reduce their exposure, reflecting their waning confidence in the market. https://www.refinitiv.com/perspectives/market-insights/big-players-walking-away-cres-default-crisis-continues/

Scope: Debt-laden companies need to accept steep discounts when selling assets https://www.recapitalnews.com/scope-debt-laden-companies-need-to-accept-steep-discounts-when-selling-assets/

European real estate: companies face jump in bond refinancing in 2024-26 as investment burden grows Europe’s real estate firms face a 40% rise in aggregate bond refinancing to EUR 45bn in 2026 from EUR 32bn next year. With high interest rates set to prevail and multiple pressures for more investment, access to funding is vital to protect credit quality. https://www.scoperatings.com/ratings-and-research/research/EN/175388

Apollo US Housing Outlook: High mortgage rates slowing demand. But housing supply remains very low. https://apolloacademy.com/wp-content/uploads/2023/10/USHousingOutlookOctober2023.pdf

Banks report continued pain on commercial real estate loans https://www.xm.com/research/markets/allNews/reuters/banks-report-continued-pain-on-commercial-real-estate-loans-53668793

Roter Oktober ist da

The Great Reset of Property Prices Is Underway. Brace for More Carnage. https://www.marketwatch.com/articles/real-estate-property-prices-great-reset-8543e3a8

Bond Yields Are Rising Quickly. Why the Fed Is Getting Worried. https://www.barrons.com/articles/treasury-bond-yields-term-premium-3ad3d39b

Eine Welle von Emissionen und eine schrumpfende Käuferbasis dürften zu weiterer Volatilität bei britischen Staatsanleihen führen. Die LDI-Krise könnte sich „sicherlich wiederholen“, sagen Rentenexperten https://www.risk.net/investing/7958034/ldi-crisis-could-certainly-happen-again-pensions-experts-say

The Eurozone: Euro-area bond yields are climbing, with the French 10-year rate reaching the highest level in over a decade. https://thedailyshot.com/wp-content/uploads/EZ-Fra-102310190526.png

Rates: The drawdown in longer-dated Treasuries now exceeds 50%. https://thedailyshot.com/wp-content/uploads/RA-TLT2310190526.png

Zinsschock in den USA – Anleiherenditen steigen auf über fünf Prozent Die Renditen für US-Staatspapiere mit langer Laufzeit erreichen das höchste Niveau seit 16 Jahren. https://www.handelsblatt.com/finanzen/maerkte/anleihen/anleihemarkt-zinsschock-in-den-usa-anleiherenditen-steigen-auf-ueber-fuenf-prozent/29455604.html

US-Großbanken müssen für unterschätzte Zinsrisiken vorbauen Den US-Banken stehen rasant steigende Zinskosten bevor. Dies dürfte auf Profitabilität und Anlegerstimmung lasten. https://www.boersen-zeitung.de/meinung-analyse/us-grossbanken-muessen-fuer-unterschaetzte-zinsrisiken-vorbauen

Neue SEC Regulierung: Volume-Based Exchange Transaction Pricing for NMS Stocks https://www.sec.gov/files/rules/proposed/2023/34-98766.pdf

Five US banks add $7bn in unrealised losses in Q3. JP Morgan’s unrealised losses, accounted for in accumulated other comprehensive income (AOCI), swelled by $2.8 billion to $17.1 billion, the largest move among the five banks. https://www.risk.net/risk-quantum/7958008/five-us-banks-add-7bn-in-unrealised-losses-in-q3