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

Cheshire East Council Says It Faces Bankruptcy https://globalinsolvency.com/headlines/cheshire-east-council-says-it-faces-bankruptcy-due-hs2-link-cancellation

Business activity declined in New York State, according to firms responding to the December 2023 Empire State Manufacturing Survey. The headline general business conditions index fell twenty-four points to -14.5, continuing to oscillate around -8.6—the average observed over the past year. https://www.newyorkfed.org/survey/empire/empiresurvey_overview.html

Something darkly humorous about these central-bank engineered easy-money spikes that then go POOF. The Most Splendid Housing Bubbles in Canada: Toronto -19% from Peak, back to Sept. 2021. Hamilton Area -25%, Back to Feb. 2021. New High in Calgary https://wolfstreet.com/2023/12/14/the-most-splendid-housing-bubbles-in-canada-toronto-19-from-peak-back-to-sept-2021-hamilton-area-25-back-to-feb-2021-new-high-in-calgary/

Eurozone PMIs "Paint A Disheartening Picture" Of The Economy: “The contrast between the resilient US economy adopting a dovish stance and faltering European economies holding on to a hawkish position gives the impression that something is amiss,” Ipek Ozkardeskaya, a senior analyst at Swissquote, wrote in a note to clients. https://www.zerohedge.com/economics/eurozone-pmis-paint-disheartening-picture-economy

Scope Ratings 2024 Sovereign Outlook https://www.scopegroup.com/dam/jcr:a4007e2c-db0e-465a-95b5-1cd210be3064/Scope%20Ratings_2024%20Sovereign%20Outlook.pdf

«Das ist schamlos»: amerikanisches Repräsentantenhaus kommt einem Impeachment von Präsident Biden näher https://www.nzz.ch/international/us-repraesentantenhaus-kommt-einem-impeachment-von-praesident-biden-naeher-ld.1770404

CFTC sounds the alarm on clearing capacity: A US regulator and market participants have shared concerns about whether futures commission merchants (FCMs) would step forward to transfer cleared client positions from a defaulted clearing member. https://www.risk.net/risk-management/7958591/cftc-sounds-the-alarm-on-clearing-capacity

NSCC had top margin breach of $1.2bn in Q3: The National Securities Clearing Corporation (NSCC) suffered its biggest initial margin (IM) breach in at least eight years in the third quarter, reporting a shortfall of $1.16 billion. The NSCC handles nearly all of the corporate equity and bond trades made each day in the United States. Margin shortfall is largest on record for the CCP and bucks wider trend across global clearing houses. CFTC sounds the alarm on clearing capacity US regulator warns porting cannot be guaranteed in the event of a large member default https://www.fia.org/fia/margin-breaches

Powell „kapitulierte“, erschreckt von der politischen Dynamik; Nomura warnt davor, dass die makroökonomischen Auswirkungen des „Preemptive Pivot“ massiv sind https://www.zerohedge.com/markets/powell-capitulated-spooked-political-dynamics-nomura-warns-macro-implications-preemptive

Drei Säulen für den Sieg: Die Strategie der USA im Wirtschaftskrieg gegen China https://finanzmarktwelt.de/die-strategie-der-usa-im-wirtschaftskrieg-gegen-china-294904/

ECB intends to stop reinvesting maturing assets under PEPP in second half of 2024 https://www.centralbanking.com/central-banks/monetary-policy/monetary-policy-decisions/7960472/ecb-holds-rates-as-it-lowers-inflation-expectations

Retail investors haven’t been this bullish since early 2021 https://thedailyshot.com/wp-content/uploads/EQ-AAII2312140447.png

Kapital dann rein in USA. Da ist die Rezession bereits hinter uns🎉👍

China wird im Jahr 2024 einen weiteren Kapitalabfluss in Milliardenhöhe erleiden: Nach Angaben des Institute of International Finance werden sich verschlechternde Beziehungen zum Westen, Risikoabbau, Reshoring und Technologieembargos im Jahr 2024 auf die Zuflüsse in chinesische Aktien und Anleihen auswirken. https://www.boersennews.de/community/diskussion/hang-seng/964/84231319/

USA erklärt China den Wirtschaftkrieg: was in "Reset, Prevent, Build" gefordert wird, geht weit über das hinaus – der Freihandel muss ein Ende haben. Die Abhängigkeit von China ist nicht mehr gewollt und die Politik ist bereit, die damit verbundenen Konsequenzen in Kauf zu nehmen. https://de.investing.com/news/economy/fedzinssenkung-ist-ein-groser-fehler--chaos-an-den-aktienmarkten-vorprogrammiert-2513785

Reset, Prevent, Build - 53-seitiges Strategiepapier https://selectcommitteeontheccp.house.gov/sites/evo-subsites/selectcommitteeontheccp.house.gov/files/evo-media-document/reset-prevent-build-scc-report.pdf