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30.07.26 - 18:36
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US-Anleihen: Kursverluste (DPA-AFX)
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NEW YORK (dpa-AFX) - Die Kurse von US-Staatsanleihen haben am Donnerstag belastet durch gestiegene Ölpreise nachgegeben. Der Terminkontrakt für zehnjährige Staatsanleihen (T-Note-Future) fiel um 0,17 Prozent auf 108,59 Punkte. Die Rendite der zehnjährigen ......
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30.07.26 - 16:18
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Bank of England holds interest rates at 3.75% as inflation fears mount (The Guardian)
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Split vote comes as Iran war is rekindled and oil price climbs back above $90 a barrelBusiness live – latest updatesThe Bank of England has kept UK interest rates on hold as it warned that a further escalation in the Iran war could drive inflation above 4% next year, adding to cost of living pressures on households.Against a volatile backdrop in the Middle East conflict, the Bank's monetary policy committee (MPC) voted by six to three to keep its key base rate at the current level of 3.75%. Continue reading......
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30.07.26 - 15:00
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Only the Middle East crisis is preventing a drop in UK interest rates (The Guardian)
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Bank's wariness about inflationary pressures from the conflict lie behind decision to hold steady at 3.75%Business live – latest updatesThere is a threat of high inflation coming to the UK, but only from the conflict in the Middle East which could keep oil prices high for much longer than was expected when Donald Trump first began attacking Iran.It is the war that makes the difference between a benign outlook for inflation and one that puts it back on a rising trajectory, top UK central bankers believe. Continue reading......
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30.07.26 - 14:36
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"Bonds Are In Charge...Everything Breaks Over 5%" (ZeroHedge)
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"Bonds Are In Charge...Everything Breaks Over 5%"
Submitted by QTR's Fringe Finance
Today I sat down with my friend Andy Schectman, CEO of Miles Franklin Precious Metals and one of the most recognizable voices in the precious metals industry. I've known Andy for years, long before I ever became a customer of his. He's someone I trust, someone I enjoy talking markets with, and someone who has spent decades watching the intersection of monetary policy, sovereign debt, central banks and the physical gold market.
Whether you agree with every one of Andy's conclusions or not, he consistently forces people to think beyond the daily headlines. While most investors spend their time obsessing over the next Fed meeting or the next earnings report, Andy spends his time watching sovereign capital flows, physical metal deliveries, Treasury markets and the plumbing of the global financial system. That perspective makes him worth listening to.
Here are my five biggest takeaways from our convers...
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30.07.26 - 14:36
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Futures Rise As Oil Drops, Bond Selling Slows, Meta Tumbles And Microsoft Soars (ZeroHedge)
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Futures Rise As Oil Drops, Bond Selling Slows, Meta Tumbles And Microsoft Soars
Futures rebound (for now) following yesterday's Fed-induced meltdown as the market is clearly questioning Warsh's credibility and potential usage of non-standard tools to fight inflation, pushing the yield curve to twist steeper and sending 30Y yields to 2 decade highs (last at 5.22%). Pre-mkt, the yield curve is seeing further twist-steepening with 10s and 30s up 1 and 3bp with 2s down 1bp. USD deterioration continues following its worst day in 4 weeks. Commodities are so confused, they are not even responding to the latest MidEast escalation with Energy and Metals lower while Ags remain bid. As of 8:00am ET, S&P futures are 0.6% higher and Nasdaq futs gain 1.3% led by a 9% jump in Microsoft whose cloud unit grew at the fastest clip in four years and the company held the line on spending; while Meta slumps after disappointing revenue guidance failed to offset another capex projection increase. Semis are higher, ...
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30.07.26 - 14:31
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Fed-Meeting: Warsh stemmt sich gegen Zinserhöhungen (HCOB)
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Es war ein souveräner Auftritt von Kevin Warsh vor der Presse nach seiner zweiten von ihm geleiteten Notenbanksitzung. Ob es auch ein gelungener Auftritt war, werden die nächsten Wochen zeigen.. --- Wenn die Datenlage in Form höhere Inflation und eines weiterhin resilienten Arbeitsmarktes in Zukunft danach ruft,
die Geldpolitik zu straffen, dann dürfte Warsh geschickt genug sein, sich auch in diese Richtung zu bewegen. Die Alternative, sich allein oder mit wenigen Weggefährten gegen eine Mehrheit in der Fed zu stemmen, würde seine Person und sein Amt beschädigen. Auch wenn Donald Trump glaubt, dass die Fed über das Zinsniveau entscheidet, ist es im Moment tatsächlich eher er, der eine Zinserhöhung verhindern kann: Indem er den Krieg mit dem Iran beendet, soweit das in seiner Macht steht..
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30.07.26 - 13:48
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WpHG-Compliance bei Anleiheemissionen im Mittelstand (BondGuide)
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WpHG-Compliance gewinnt bei Mittelstandsanleihen zunehmend an Bedeutung. Warum organisatorische Trennung, Outsourcing und Dokumentation über den Emissionserfolg mitentscheiden. Von Robert Steininger* Die Anleiheemissionen des Mittelstandes stehen unter verschärfter aufsichtsrechtlicher Beobachtung. Seit der Reform des Wertpapierhandelsgesetzes (WpHG) im Rahmen der zweiten Finanzmarktrichtlinie MiFID II und der Marktmissbrauchsverordnung (MAR) ist der Pflichtenkatalog für Emittenten und die begleitenden Wertpapierinstitute […]...
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