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

Extreme Temperaturen schaden den Haushaltsfinanzen: Extreme Temperaturen können in Haushalten mit mittlerem und niedrigem Einkommen zu finanzieller Instabilität führen https://www.centralbanking.com/central-banks/financial-market-infrastructure/7960604/extreme-temperature-harms-household-finances-warns-paper

Arktische Kältewelle lässt Strompreise in den USA explodieren https://www.agrarheute.com/management/agribusiness/arktische-kaeltewelle-laesst-strompreise-usa-explodieren-615264

Office CRE Gets Even Messier https://wolfstreet.com/2024/01/14/office-cre-mess-aftermath-of-the-war-for-space/

Fed Reports Operating Loss of $114 billion for 2023, as Interest Expense Blows Out. On top of whatever unrealized losses (cumulative $1.3 trillion at end of Q3) from its securities holdings. https://wolfstreet.com/2024/01/12/fed-reports-operating-loss-of-114-billion-for-2023-as-interest-expense-blows-out/

Fitch: Leveraged finance default rates increased in 2023 in Europe and the US and will continue to rise in 2024 due to high interest cost burdens and macroeconomic pressures, Fitch Ratings says. Both the European and US leveraged finance sector outlooks remain deteriorating. Fitch forecasts 2024 default rates of 3.5%–4.0% for US leveraged loans, and 5.0%–5.5% for US high-yield bonds. This is above our 2023 estimations of 3.0%–3.5% for loans and bonds, and reflects the negative implications of a sharp slowdown in US economic growth in 2024, sustained contraction of capital market funding and the pressure that higher-for-longer interest rates will exert on speculative-grade issuers. https://www.fitchratings.com/research/corporate-finance/european-us-levfin-default-rates-will-continue-to-rise-in-2024-08-01-2024

Fitch: Credit Outlook 2024 - Global Home Price Growth to Slow Amid High Rates https://www.fitchratings.com/videos/credit-outlook-2024-global-home-price-growth-to-slow-amid-high-rates-04-01-2024

Red Sea: Major short-term capacity impact: On Asia-North Europe, the impact is quite visible, due to a combination of some services being held back in departure from Asia in the short-term awaiting re-routing, and some services clearly arriving late into Asia, thereby causing a rapid shortfall in the middle weeks of January, with a steep capacity drop now expected for the week of January 22nd. A similar trend is seen on both Asia-Mediterranean and Asia-North America East Coast, but a week earlier. https://www.sea-intelligence.com/images/press_docs/ss646/20240109_-_Sea-Intelligence_Sunday_Spotlight_646_Press_Release.pdf

Nach Quartalsverlust - Citigroup streicht 20.000 Jobs https://www.boersennews.de/nachrichten/artikel/dpa/nach-quartalsverlust-citigroup-streicht-20-000-jobs/4325838/

Combined Maritime Forces warnt Schiffe, die Bab al-Mandab-Straße zu meiden: Die Combined Maritime Forces (CMF) haben alle Schiffe gewarnt, „sich von Bab al-Mandab fernzuhalten“, sagte die Tankerorganisation INTERTANKO in einer an ihre Mitglieder verteilten Mitteilung. „Der Bedrohungszeitraum für die Schifffahrt wird voraussichtlich mehrere Tage dauern“, heißt es in der von Reuters eingesehenen Mitteilung https://www.hellenicshippingnews.com/combined-maritime-forces-warns-ships-to-avoid-bab-al-mandab-strait-intertanko/

Trade Disruptions To Lead to Higher Shipping Rates: The Red Sea crisis is persisting for a second straight month, which is slowly expected to make an impact on the global supply chain and world trade alike. https://www.hellenicshippingnews.com/trade-disruptions-to-lead-to-higher-shipping-rates/

Suez Canal Crisis: A New Catalyst for Global Inflation https://oilprice.com/Energy/Energy-General/Suez-Canal-Crisis-A-New-Catalyst-for-Global-Inflation.html

Was westliche Angriffe auf die Huthi für den Jemen und die Region bedeuten: Die Angriffe werden einige Fähigkeiten der Huthi beeinträchtigen, es ist jedoch höchst unwahrscheinlich, dass sie die jemenitische militante Gruppe davon abhalten werden, weiterhin Schiffe im Roten Meer anzugreifen. https://worldview.stratfor.com/article/what-western-strikes-houthis-mean-yemen-and-region

ECB supervisory banking statistics: Aggregate non-performing loans ratio (excluding cash balances) stable at 2.27% (compared with 2.26% in previous quarter). Share of loans showing significant increase in credit risk (stage 2 loans) rose slightly to 9.29% (up from 9.19% in previous quarter). Statistics include the ratio of loans and advances with significant increase in credit risk (stage 2) by counterparty and loan type for the first time. https://www.bankingsupervision.europa.eu/press/pr/date/2024/html/ssm.pr240112~7843aa75fa.en.html

Non Performing Loans - Finanziell einsturzgefährdet https://www.boersen-zeitung.de/recht-kapitalmarkt/finanziell-einsturzgefaehrdet

Das Ding ist der s Kanal…. Die Preise für Container steigen enorm…. Was das bedeutet weiß hier jeder . Und das Ende von diesem Konflikt ist noch überhaupt nicht absehbar