Banken & Finanzen in unserer Weltzone

US corporate bankruptcies tick up in May; year-to-date total highest since 2010
www.spglobal.com/marketintelligence/en/...since-2010-75997788
The End of Easy Money: Bankruptcy Filings Pile Up at Fastest Rate since 2010
wolfstreet.com/2023/06/07/...e-up-at-fastest-rate-since-2010/

CRE Warning Sign: Goldman Might Sell Ireland's Largest Mall At Loss: The latest warning sign the commercial real estate market is sliding into a downturn is news from Bloomberg that Goldman Sachs is trying to unload Ireland's largest shopping mall for a loss after acquiring it two years ago.
zerohedge.com/markets/...ight-sell-irelands-largest-mall-loss
What Are Older Office Towers Worth in the New Era? Second San Francisco Office Tower Sells for 70% Off Original Listing Price.
wolfstreet.com/2023/06/05/...r-70-off-original-listing-price/

Germany property firm Aroundtown needs to sell assets to repay maturing bonds. Has No Easy Options for $21 Billion of Real Estate Debt
t.co/SpGfNKdxOj

Housing Market 2023: Prices Are Now So High That Banks Are Losing Money on Mortgages
finance.yahoo.com/news/...rket-2023-prices-now-171702377.html
Housing Market Predictions For 2023: When Will Home Prices Be Affordable Again? Some Experts Foresee a Sluggish Housing Market Recovery
www.forbes.com/advisor/mortgages/...using-market-predictions/

In a surprise move, Bank of Canada hikes key interest rate to 4.75%
www.bnnbloomberg.ca/...es-key-interest-rate-to-4-75-1.1929874
Rate hike prompted by higher risk of sticky inflation: BoC's Beaudry
www.bnnbloomberg.ca/...icky-inflation-boc-s-beaudry-1.1930724
Rental market will suffer most amid Bank of Canada interest rate hike: Experts
www.bnnbloomberg.ca/...a-interest-rate-hike-experts-1.1930028
What mortgage owners need to know about the Bank of Canada's rate hike
www.bnnbloomberg.ca/...e-bank-of-canada-s-rate-hike-1.1930184

Fed F**kery Continues With Massive 'Non-Seasonal' Bank Deposit Inflow
zerohedge.com/markets/...ive-non-seasonal-bank-deposit-inflow

Den großen Kapitalmarktbanken brechen die Erträge weg. Auf die Wall Street rollt die nächste Entlassungswelle zu. Die Flaute trifft auch die Deutsche Bank.
www.handelsblatt.com/finanzen/...erlorenes-jahr/29186824.html

An estimated $1.5 trillion dollar in commercial mortage loans are coming due over the next three years.
matttopley.com/wp-content/uploads/2023/06/image-36.png

Goldman Sachs CEO David Solomon warns of pain ahead for commercial real estate. Goldman Sachs CEO David Solomon told CNBC’s Sara Eisen the New York-based firm will post impairments on loans and equity investments tied to commercial real estate in the second quarter.
https://www.cnbc.com/2023/06/12/...rcial-real-estate-write-downs.html
Reports filed by Goldman’s licensed banking entity with the US Federal Deposit Insurance Commission revealed that the value of loans to commercial real estate borrowers (CRE) behind on repayments increased by 612% to $840 million in Q1.
https://www.mpamag.com/us/specialty/commercial/...hs-headaches/448971
Goldman Sachs CEO Gives Update On Probability Of Recession In U.S
https://www.youtube.com/watch?v=7w1_XL661M8

NUR NOCH 4 PROZENT IN DEN USA

ist die Inflation auf dem Rückmarsch. Das ist eigentlich keine Überraschung.

CRE Doom Loop Accelerates As Westfield Abandons Largest San Fran Mall, Stops Paying $558 Million Loan
zerohedge.com/markets/...n-fran-mall-stops-paying-558-million
Westfield Walks from Mall in San Francisco, after Walking from 2 Malls in Florida & others. Screws CMBS Holders, Said in 2021 it’ll Dump All Malls, but Suddenly Blames San Francisco?
wolfstreet.com/2023/06/13/...t-suddenly-blames-san-francisco/
Commercial Real Estate Woes in the Stock Market: Office REITS
wolfstreet.com/2023/06/09/...n-the-stock-market-office-reits/

Mein Friseur meinte neulich, dass mit der Künstlichen Intelligenz jetzt ein ganz Neuer Markt 2.0 entsteht und mein Milchmädchen hat mir erzählt, dass sie jetzt mit einer Investiotion in ein KI Startup stink reich geworden ist: KI-Start-up 105 Millionen Euro – und nicht viel mehr als eine Idee. KI-Firmen treffen derzeit den Nerv der Investoren. Die Gründer von Mistral AI haben ohne Produkt oder Geschäftsmodell eine hohe Summe eingesammelt.
https://www.handelsblatt.com/technik/it-internet/...dee/29201316.html
Ich habe darauf hin meiner Oma dringend empfohlen jetzt unbeding ihr Erspartes in diesen "most crowded trade" zu investieren.
https://www.handelsblatt.com/finanzen/...n-auf-big-tech/29203226.html
Den wer will nicht dabei sein, wenn diese KI Rakete zum Mond fliegt. The sky is the limit
https://www.ariva.de/forum/...te-fondsgigant-480801?page=6#jumppos163

Fear and Greed Index: Extreme Greed
https://matttopley.com/wp-content/uploads/2023/06/image-62.png
Die Wirtschaft schrumpft, die Aktienkurse steigen
https://www.fondsprofessionell.de/news/maerkte/...realisieren-225089/
Looking forward to triple witch day
https://www.ariva.de/forum/j-p-morgan-oder-363210?page=4#jumppos104

Anleger rennen massiv in Big Tech-Aktien
finanzmarktwelt.de/...ennen-massiv-in-big-tech-aktien-273547/
KI-Hype: Es riecht allmählich nach DotCom-Blase
finanzmarktwelt.de/ki-273490/
Und natürlich: Cathie Wood setzt auf diese KI-Aktien nach dem Nvidia-Fiasko
finanzmarktwelt.de/...i-aktien-nach-dem-nvidia-fiasko-273578/

Vorbote nachlassender Inflation

NEUE CHAMPIONS!

Das El-Niño-Risiko für die Inflation. Das Wetter könnte EZB und Fed einen Strich durch die Rechnung machen
www.capital.de/geld-versicherungen/...inflation-33554784.html

US regionals need at least two years for TLAC transition: Market participants think issuance will be feasible for largest, but only in calmer conditions
www.risk.net/regulation/7956884/...-years-for-tlac-transition

Summary of Economic Projections
www.federalreserve.gov/monetarypolicy/...projtabl20230614.pdf
The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. In support of these goals, the Committee decided to maintain the target range for the federal funds rate at 5 to 5-1/4 percent.
www.federalreserve.gov/newsevents/...es/monetary20230614a.htm

"Buy the rumor, sell the news"

US-Notenbankchef Powell: Fast alle Fed-Mitglieder sehen weitere Zinsanhebungen
https://www.ariva.de/news/...-fast-alle-fed-mitglieder-sehen-10743757

Powell Says Fed Rate Cuts Are Still ‘A Couple of Years Out’. Powell says the Fed is watching commercial real estate “very carefully.” What are the risks associated with commercial real estate, and could the Fed possibly elevate those risks, Powell is asked.
www.bloomberg.com/news/live-blog/...cursorId=648A1312688C0000

IM SCHNITT 1 PROZENT