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

"China economists cut growth forecast to 5% amid property woes. Weak sentiment and real estate crisis continue to weigh on GDP." https://asia.nikkei.com/Economy/China-economists-cut-growth-forecast-to-5-amid-property-woes

Super, wenn das schon eingepreist ist winkt bei Erholung eine heftige Rally

Long-Term Treasuries Equal to Stock Market Crash of Great Financial Crisis https://matttopley.com/wp-content/uploads/2023/10/image-43.png

Geringstes Wirtschaftswachstum seit den 1960ern Weltbank senkt BIP-Prognose für China: Schulden und Immobilien https://finanzmarktwelt.de/weltbank-senkt-bip-prognose-fuer-china-schulden-und-immobilien-286511/

How The Fed Destroyed The Housing Market And Created Inflation In Pictures: The Fed erroneously does not consider rising home prices as inflation. Here’s the result in pictures. https://www.zerohedge.com/personal-finance/how-fed-destroyed-housing-market-and-created-inflation-pictures

Noch sind ja alle in China auf einen langen "Golden Week" Konsumurlaub zum Aufhübschen der Statistiken geschickt worden, aber das wird interessant werden, wenn die Infos dann nach der Feiertagswoche durchdringen. https://www.boersennews.de/community/diskussion/evergrande-real-estate-grp-ltd-registered-shares-dl-01/15172/82784431/

In China, It's 2008. A Housing Bubble Is Ushering in Financial Crisis: China's current economic crisis is the one it refused to have in 2008. Now, the problems are far larger than they were two decades ago, and they cannot be solved without a crisis of historic proportions. https://www.boersennews.de/community/diskussion/country-garden/15916/82784287/

Interview with Financial Times - European Central Bank: Are there any signs of distress in the property sector? Our concern now are the non-banks, the property and mutual funds, that have a big exposure to real estate. I would say that commercial property – even though we also need to pay attention to residential property – is our main source of concern in terms of financial stability. https://www.ecb.europa.eu/press/inter/date/2023/html/ecb.in231002~2a2d3293c1.en.html

Commercial real estate poses financial stability risks: Non-banks and globally systemically important banks are likely to experience financial stress from failing commercial real estate loans, research published by the Federal Reserve finds. https://www.centralbanking.com/central-banks/financial-stability/7959896/commercial-real-estate-poses-financial-stability-risks-research

Schattenbanken: „Es droht ein Blutbad“: Pensionskassen und Versicherer haben Milliarden in Schattenbanken gesteckt: Diese haben damit Immobilienentwickler finanziert – doch die geraten zunehmend in Schwierigkeiten. https://www.boersennews.de/community/diskussion/corestate-capital/14089/82779616/

Billionenbombe: Immobilienfonds könnten der nächste Krisenherd werden Fonds, die Immobilien direkt halten, erleben derzeit schwere Zeiten. Neben fallenden Immobilienpreisen und relativ illiquiden Transaktionsmärkten könnten Anleger nun in Versuchung geraten, ihre Fondsanteile zurückzugeben, um ihr Geld zu retten. Das könnte eine Verkaufslawine auslösen. https://www.institutional-money.com/news/maerkte/headline/billionenbombe-immobilienfonds-koennten-der-naechste-krisenherd-werden-227648

Insolvenzanträge deutscher Immobilienfirmen steigen wieder https://www.institutional-money.com/news/maerkte/headline/die-deutsche-immobilienkrise-fordert-ihre-ersten-grossen-opfer-227716

Lehman to Evergrande: The long shadow of real estate-led economic crises Any significant changes in China’s real estate sector will affect not only real estate companies, millions of Chinese households, investors, and banks, but will also have a direct impact on the resources of local governments https://www.moneycontrol.com/news/opinion/lehman-to-evergrande-the-long-shadow-of-real-estate-led-economic-crises-11482111.html

European financial conditions stay tight: little respite for households, business likely before 2025. Credit conditions in Europe remain tight by recent historical standards as the central banks’ mantra of “higher for longer” takes hold in financial markets and bank funding keeps repricing to reflect higher short-term rates and stricter lending standards. https://scoperatings.com/ratings-and-research/research/EN/175326

Scope Rating Q4 Macro & Markets Outlook https://www.scopegroup.com/dam/jcr:bc511d2e-1154-4018-9df3-a1aa5bda11be/Scope%20Q4%20Credit%20Outlook_Oct23.pdf