Banken & Finanzen in unserer Weltzone

Commerical real estate report - "Doomsday" Event In Office Spaces
zerohedge.com/markets/...ush-nyc-revenues-comptroller-reports

US-Banken leihen sich 100 Billionen US-Dollar von der Notkreditplattform der Fed: Das Bank Term Fund Program (BTFP), das von der Federal Reserve zur Unterstützung von US-Banken eingeführt wurde, stößt nach den neuesten Daten der Fed auf eine große Nachfrage. Die Kredite belaufen sich auf über 100 Milliarden US-Dollar.
www.coinkurier.de/...llar-von-der-notkreditplattform-der-fed/

Größter Immobiliencrash aller Zeiten – Stellt er selbst 2008 in den Schatten?
www.boerse-online.de/nachrichten/aktien/...tten-20333779.html

100%. That's how sure Deutsche Bank is a U.S. recession's coming. Deutsche Bank sees a 100% probability the U.S. will have one.  Why Deutsche Bank says an economic downturn is 100% inevitable.
eu.usatoday.com/story/money/economy/2023/...bank/70327467007/

WOHNUNGSBAU IN DER KRISE

Welche Probleme?

Regional Banks Scramble To Unload Commercial Real Estate Loans, Fearing New Crisis
zerohedge.com/economics/...al-estate-loans-fearing-new-crisis

Nationalbank könnte US-Aktien über 11 Milliarden Dollar verkaufen: Die Rally an den US-Aktienmärkten steht in den nächsten Wochen vor einer Herausforderung, wenn die grössten Vermögensverwalter der Welt Aktien im Wert von bis zu 150 Milliarden US-Dollar verkaufen werden.
www.cash.ch/news/top-news/...lliarden-dollar-verkaufen-611691

Peak initial margin call hits record $4.8bn at FICC’s GSD. The peak IM call was 78% bigger than the previous quarter’s, and the highest on record. Required initial margin also hit an all-time high, rising by 28% to $37 billion. The central counterparty (CCP) disclosed 498 initial margin breaches for the 12-month period.
www.risk.net/risk-quantum/7956933/...record-48bn-at-ficcs-gsd

FIA Margin Breaches: Peak Margin Breach in Trailing 12 Months
www.fia.org/fia/margin-breaches

Powell on the New Hawkishness in the Dot Plot and on Inflation: “We See that it Tells Us that We Need to Do More” Core inflation “has not really moved down. It has not reacted much to our rate hikes. We’re going to have to keep at it.”
wolfstreet.com/2023/06/14/...ells-us-that-we-need-to-do-more/

ESMA Annual Report
15 June 2023
ESMA22-439-962
www.esma.europa.eu/sites/default/files/...ual_report_2022.pdf

Deutsche Bank Asset Allocation: Cumulative global sector fund flow: Technology vs. energy and real estate
www.isabelnet.com/cumulative-global-sector-fund-flows/

Jerome Powell just admitted that some banks are in trouble with their commercial real estate holdings: ‘We do expect that there will be losses’
fortune.com/2023/06/14/...nking-losses-fed-chair-powell-says/

San Francisco steht vor dem Immobilien-Crash: Immer mehr Hotelbetreiber schreiben San Francisco als Standort ab, die Preise für Gewerbeimmobilien fallen ins Bodenlose.
www.handelsblatt.com/politik/...mmobilien-crash/29129486.html

Die Giganten der Wall Street bauen massiv Arbeitsplätze ab
www.finews.ch/news/banken/...trett-usa-stellenabbau-citigroup

Top US Regulators Flag Increasing Commercial Real Estate Risks
www.bloomberg.com/news/articles/...mmercial-real-estate-risks

Deutsche Bank’s top minds put U.S. recession chance near 100%—and say avoiding a hard landing would be ‘historically unprecedented’
fortune.com/2023/06/15/...-powell-deutsche-bank-hard-landing/

S&P500 and Fed QE Highly Correlated

Since SVB collapsed, the Fed has been adding liquidity, and the S&P500 is up more than 10%. The high correlation between Fed net QE and the S&P500 seen in the chart below suggests that Fed liquidity is a crucial driver of the stock market. With the Fed turning more hawkish and continuing QT, the downside risks to equities are growing.

apolloacademy.com/sp500-and-fed-qe-highly-correlated/

More Demand Destruction Is Needed to Get Inflation to 2%:  This forecast will only be correct if core inflation moves quickly down towards 2%. If core inflation remains around 5%, then the Fed will have to put additional downward pressure on demand in the economy and ultimately earnings.
apolloacademy.com/...ruction-is-needed-to-get-inflation-to-2/
Fed Consistently Wrong About Inflation: The latest FOMC forecast predicts that core inflation within a year will fall below 3%. This has been the forecast for every Fed meeting over the past two years. And this forecast has been consistently wrong
apolloacademy.com/fed-consistently-wrong-about-inflation/

Global Economic Surprise Plummets As Eurozone Enters Recession
zerohedge.com/markets/...e-plummets-eurozone-enters-recession

Stärkster Preisrückgang bei Wohnimmobilien seit 23 Jahren