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20.03.26 - 07:42
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US may remove sanctions on Iranian oil stranded in tankers, treasury secretary says (The Guardian)
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Scott Bessent says actions will increase oil supply and bring down prices, but long-term effects in questionMiddle East crisis – live updates The US may soon remove sanctions on Iranian oil stranded on tankers at sea, the treasury secretary, Scott Bessent, said on Thursday as Washington seeks to curb prices soaring over Iran's closure of the strait of Hormuz.“In the coming days, we may un-sanction the Iranian oil that's on the water. It's about 140m barrels,” Bessent said during an appearance on Fox Business Network's Mornings with Maria. Continue reading......
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19.03.26 - 22:48
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Bond Markets Hit by Oil Shock (Bloomberg)
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Matthew Diczok, head of fixed income strategy, Merrill and Bank of America Private Bank said the market doesn't expect their to be a sustained increase in energy.
he world's bond markets were whipsawed by unusual volatility as investors rushed to bet on higher interest rates after key central banks signaled fresh concern the surge in oil prices will deliver an inflation shock.
Three weeks into the war in Iran, the fallout unleashed a major repricing of short-term bonds during much of Thursday's trading day by dashing once widespread expectations that central banks would cut rates this year to spur growth.
The selloff was led by the UK, where the surge in yields held echoes of 2022, when former Prime Minister Liz Truss' fiscal plans sent the market into a tailspin. The two-year rate jumped as much as 40 basis points to 4.49% after the Bank of England on Thursday said it “stands ready” to act to prevent inflation from accelerating. (Source: Bloomberg)...
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19.03.26 - 17:54
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US-Anleihen geben nach (DPA-AFX)
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NEW YORK (dpa-AFX) - Die Kurse von US-Anleihen sind am Donnerstag gesunken und haben damit an die Verluste vom Vortag angeknüpft. Erneut gestiegene Ölpreise haben die Kurse belastet. Der Terminkontrakt für zehnjährige Staatsanleihen (T-Note-Future) fiel ......
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19.03.26 - 14:31
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Märkte und Trends März 2026 (Helaba)
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Konjunktur: Energiepreisanstieg als neues Konjunkturrisiko --- Geldpolitik: Veränderte Ausgangslage für die Notenbanken --- Staatsanleihen: Krieg als Renditetreiber --- Aktien: Trotz des Ölpreissprungs keine Panik. Chance-Risiko-Verhältnis bei Aktien noch nicht attraktiv. Die Bewertungssituation hat sich noch nicht hinreichend verbessert, und von Seiten der Stimmungsindikatoren sind keine Anzeichen einer Übertreibung nach unten zu erkennen. Daher ist es derzeit am sinnvollsten, eine „Halten“-Positionierung einzunehmen.. --- Gold: Inflationssorgen belasten --- Rohöl: Nahost-Krieg treibt Risikoprämien in die Höhe --- Immobilien: Noch kein Sommer, aber der Frühling hat begonnen --- Devisen: Breit angelegte Dollar-Stärke
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18.03.26 - 21:54
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The Dot Plot, Explained: How the Fed Forecasts Interest Rates (Bloomberg)
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It's almost certainly the most closely scrutinized scatter chart in financial markets. Every three months since January 2012, the Federal Reserve has sent analysts scurrying by updating its “dot plot,” which has become the de facto interest rate forecast of the US central bank — whether the Fed wants it to be or not. It's also an important if cryptic source of clues to any dissent among Fed policymakers....
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