Banken & Finanzen in unserer Weltzone

US Credit Rating Cut by Fitch Possible Even With a Debt Deal, TD Says
https://www.bloomberg.com/news/articles/...ith-a-ceiling-deal-td-says  

US debt-ceiling: Chinese agency first to downgrade US credit rating, after Fitch warning
https://www.scmp.com/economy/china-economy/...ing-after-fitch-warning
Chinese Rating Agency Downgrades US To AA+ Citing High Inflation, Debt Ceiling: “Deterioration in fiscal strength and frequent breaches of the debt ceiling continue to erode the credit base of the US dollar,” it added
https://www.zerohedge.com/markets/...ting-high-inflation-debt-ceiling

 

Fed’s Favored Core PCE Price Index Re-Accelerates, Driven by Services, Motor Vehicles: Inflation Stuck on High, Shifts from Item to Item: The inflation index favored by the Fed, the core PCE price index – which, by excluding the food and energy products, is a measure of underlying inflation – re-accelerated
https://wolfstreet.com/2023/05/26/...n-high-shifts-from-item-to-item/
 

The cash balance of the Treasury reached USD76.5 billion as of May 23 and sizeable payments are due June 1-2, meaning that the x-date could arrive
https://www.fitchratings.com/research/sovereigns/...gative-24-05-2023  

 

 

US-Justizministerium geht gegen illegale Geschäfte von Krypto-Börsen vor
 

Analyse der Deutschen Bank
 

 

 

Kursrutsch an den Börsen 2022
 

Stocks Are Beginning To Flag A Recession
https://www.zerohedge.com/markets/...cks-are-beginning-flag-recession  

Egal in welche Richtung, verdient werden kann ja immer an der Börse. 2022 war klar ersichtlich auf der Shortseite das große Geld zu machen. 2023 steht dem wohl in nichts nach:  Dax auf Erholungskurs – Profis verabschieden sich von neuen Rekorden
https://www.handelsblatt.com/finanzen/maerkte/...korden/29180612.html  

Assessing Taiwan Equity Risk in an Emerging Markets Portfolio
https://www.wisdomtree.com/investments/blog/2023/...markets-portfolio  

So abhängig ist der deutsche Mittelstand von Taiwan. Die Umfrage belegt auch die große Abhängigkeit der deutschen Wirtschaft von importierten Elektronikbauteilen, insbesondere aus China und Taiwan. Allein der Inselstaat steht für mehr als 20 Prozent der weltweiten Produktion von Halbleitern.
https://www.wiwo.de/politik/ausland/...stand-von-taiwan/29182000.html  

US banks could face 20% boost to capital requirements
https://www.investing.com/news/stock-market-news/...ents--wsj-3097727  

The nonbank financial system now controls $239 trillion, or almost half of the world’s financial assets, according to the Financial Stability Board. That’s up from 42% in 2008, and has doubled since the 2008-09 financial crisis. Postcrisis regulations helped shore up the nation’s biggest banks, but the restrictions that were imposed, coupled with years of ultralow interest rates, fueled the explosive growth of nonbank finance.
https://www.fsb.org/2022/12/...on-bank-financial-intermediation-2022/  

‘Shadow Banks’ Account for Half of the World’s Assets—and Pose Growing Risks
https://www.barrons.com/articles/...-risks-8f4b5961?mod=past_editions  

Defaults on the rise: Signs of stress emerging in private credit
https://finance.yahoo.com/news/...oised-multi-trillion-052540561.html  

FRA-OIS demise leaves hole in bank treasury risk management: Banks now face ‘greater downside’ to widening credit spreads
https://www.risk.net/derivatives/7956584/...-treasury-risk-management