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01.10.26 - 19:06
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Börsenradio Schlussbericht, Do. 01.10.26 - DAX unter 25.000 - Anleihen: Sorgenkind oder Zeitbombe - Accenture +20% (BRN)
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Der DAX rutscht unter 25.000 Punkte. Ölpreise und steigende Anleiherenditen drücken die Märkte. Brent steigt über 105 Dollar. Zehnjährige US-Staatsanleihen erreichen 5,34% und damit ein neues Dekadenhoch. Der DAX schließt bei 24.939 Punkten und verliert 1,0%. Der MDAX fällt auf 30.251 Punkte und gibt 1,9% ab. Banken und Immobilienwerte zählen zu den Verlierern. Deutsche Bank verliert 2,6%, Commerzbank 2,3% und TAG Immobilien 2,1%. Adidas gibt 1,8% nach. Die Wall Street startet dagegen leicht im Plus. Accenture springt mehr als 20% nach oben. Das Unternehmen meldet zusätzliche Nachfrage durch KI-Projekte. In den Interviews erklärt Gottfried Urban, warum und welche Anleihen wieder attraktive Realrenditen bieten. Prof. Harm Bandholz analysiert den Kapitalbedarf der US-KI-Infrastruktur. ReGuest-Chef Michael Mitterhofer spricht über Wachstum und Plattformstrategie. Der Anlegertag Berlin lockt am 10. Oktober mit 50 Vorträgen und 50 Ausstellern....
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26.09.26 - 18:21
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The Commercial Real Estate Crash Is Moving From Paper Losses To Realized Losses (ZeroHedge)
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The Commercial Real Estate Crash Is Moving From Paper Losses To Realized Losses
The great commercial real estate waiting game may finally be running out of time, according to Bloomberg.
For years after Covid fundamentally changed how Americans use office space, lenders and property owners managed to postpone much of the financial damage. Loans were modified, maturities were pushed out and buildings were given more time to recover. The basic assumption was that eventually interest rates would come down, employees would spend more time downtown and refinancing markets would reopen.
Instead, many owners are reaching the end of the runway with rates still elevated and buildings worth dramatically less than the debt sitting against them.
Chicago's Aon Center offers an almost absurd illustration. The 83-story skyscraper changed hands for $712 million in 2015 and was subsequently refinanced, with $536 million of debt eventually packaged into commercial mortgage-backed securities. Today, after losing...
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14.09.26 - 14:06
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Here Are Monday′s Top Wall Street Analyst Research Calls: Accenture, Chime Financial, Crown Castle, Dick’s Sporting Goods, EchoStar Corporation, GE Vernova, Honeywell Aerospace, IREN Limited, and More (24/7 Wall St.)
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Pre-Market Stock Futures: Futures are trading lower as we prepare for a trading week that may include an interest rate hike after the core consumer price index number came in higher than expected last Friday. Despite the CPI uptick, stocks rallied Friday after a four-day losing streak, and all major indices finished higher, with the […]...
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