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

Warren Buffett verkauft seine komplette Position von General Motors. So hat sich das Unternehmen im dritten Quartal von bedeutenden Aktienpositionen getrennt, darunter eine vollständige Liquidierung seiner Beteiligung am Autobauer General Motors im Wert von rund 780 Millionen US-Dollar. Ebenfalls trennte sich das Team um Buffett von einer 650 Millionen Dollar schweren Beteiligung am Chemiekonzern Celanese und der Position Activision Blizzard und Mondelez. https://www.private-banking-magazin.de/warren-buffett-berkshire-hathaway-chevron-aktien-general-motors/

Warren Buffett hortet Bargeld, weil er einen Sturm heraufziehen sieht https://www.businessinsider.de/wirtschaft/international-business/warren-buffett-hortet-nun-bargeld-weil-er-einen-sturm-kommen-sieht/

Banken-Beben droht: US-Finanzinstitute sitzen auf 650 Milliarden Dollar Miesen https://www.focus.de/finanzen/boerse/aktien/gastbeitrag-von-gabor-steingart-hier-zeigt-sich-die-verwundbarkeit-der-usa_id_247373167.html

7th Annual Sustainable Investment Asset Owner survey 2023 https://www.lseg.com/en/ftse-russell/sustainable-investing-solutions/global-asset-owner-survey#survey-highlights

Inflation and monetary policy across the Atlantic: A comparison: Under the stress test of the inflation process, the two central banks' stances across the Atlantic share similarities but show also significant differences. Similarities and differences are reflected also in inflation dynamics in the US and the euro area. Differences are mainly due to the mix of factors that originated the take-off of inflation, some structural features of the economies, the institutional contexts and associated fiscal stances. https://www.europarl.europa.eu/RegData/etudes/IDAN/2023/755705/IPOL_IDA(2023)755705_EN.pdf

Saxo equity themes performance overview https://www.home.saxo/-/media/content-hub/images/2023/november/10_pg_3.png

Taiwan-Konflikt: Wachsende Sorge vor einer Eskalation: Die zunehmenden Spannungen um Taiwan verschärfen gegenwärtig den Hegemonialkonflikt zwischen den USA und China, immer mehr Signale deuten auf eine mögliche Eskalation schon in naher Zukunft https://www.institutional-money.com/news/maerkte/headline/taiwan-konflikt-wachsende-sorge-vor-einer-eskalation-228711

Republican presidential candidates burn through cash to shrink Trump’s huge lead https://www.opensecrets.org/news/2023/11/republican-presidential-candidates-burn-through-cash-to-shrink-trumps-huge-lead

Fed-Chef Collins: Noch nicht bereit zu sagen, dass der Zinserhöhungszyklus vorbei ist https://ch.marketscreener.com/boerse-nachrichten/nachrichten/Fed-Chef-Collins-Noch-nicht-bereit-zu-sagen-dass-der-Zinserhohungszyklus-vorbei-ist-45387299/

Schlimmer als 1929: Fed-Politik wird Mark Spitznagel nach in Katastrophe enden https://www.finanzen.net/nachricht/aktien/schuldenblase-schlimmer-als-1929-fed-politik-wird-mark-spitznagel-nach-in-katastrophe-enden-13027799

U.S. fund flows https://www.reuters.com/markets/us/us-equity-funds-draw-heavy-inflows-expectations-fed-pause-2023-11-17/

CTAs Just Bought The Most US Stocks In A 10-Day Period On Record... But The Party Is Ending https://www.zerohedge.com/markets/ctas-just-bought-most-us-stocks-10-day-period-record-party-ending

https://worldview.stratfor.com/sites/default/files/styles/2x1_full/public/naval-update-map-20231115-display.png?itok=R9i7dUCr

Stratfor: conflicting strategic visions will impede not only the implementation of these agreements but also long-term efforts to ease U.S.-China competition, perpetuating risks of additional trade restrictions and growing military tensions in Asia's maritime space. https://worldview.stratfor.com/article/pageantry-vs-progress-reviewing-biden-xi-meeting

SEC to delay US Treasury clearing mandate, dealer rule https://www.risk.net/regulation/7958289/sec-to-delay-us-treasury-clearing-mandate-dealer-rule

Home buyers “seize a dip in rates” and rush back into the housing market, LOL? Surging “Mortgage Demand” and “Declining Spending,” Really? Let’s Have a Look at Reality. https://wolfstreet.com/2023/11/15/surging-mortgage-demand-and-declining-spending-really-lets-have-a-look-at-reality/