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

Interessiert vorerst mal keinen. KI regelt grad alles 😆 bin auch mal gespannt, ob es Auswirkungen haben wird oder mal wieder eher positiv aufgefasst wird so wie’s die letzten Wochen ist. Im Vordergrund stehen momentan Zinssenkung und KI des übertrumpft alles und alles andere wird ausgeblendet.

Die Banken und Immobilienkrise ist mit voller Wucht wieder da https://www.conference-board.org/research/ced-policy-backgrounders/commercial-real-estate-concerns-and-forthcoming-bank-regulations

Red Sea crisis escalation: US-UK airstrikes, Houthis’ vessel attacks, spike in oil prices, and tanker trade slowdown https://www.offshore-energy.biz/red-sea-crisis-escalation-us-uk-airstrikes-houthis-vessel-attacks-spike-in-oil-prices-and-tanker-trade-slowdown/

@johnlaw vielen Dank für deine stetigen Posts. Komm doch gerne ins „das neue dax Prognose Forum“ hier freuen wir uns wenn jemand über US Indizes Informationen teilt :) Liebe Grüße

World Container Index increased by 15% to $3,072 per 40ft container. https://www.drewry.co.uk/supply-chain-advisors/supply-chain-expertise/world-container-index-assessed-by-drewry

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