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11.09.26 - 15:48
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Der Yen dreht: Japans Billiggeld wird plötzlich zum Risiko für die Weltmärkte (Wallstreet-Online)
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Jahrzehntelang war der Yen die wichtigste Finanzierungsquelle der Welt. Jetzt steigt Japans Währung, und das Ende des Carry-Trades könnte Aktien, Anleihen und Krypto belasten... --- Die Auflösung der Trades kann eine gefährliche Spirale auslösen: Anleger verkaufen Vermögenswerte, um Yen-Kredite zurückzuführen. Dadurch fallen Preise, weitere Investoren reduzieren ihre Positionen und der Druck auf die Märkte nimmt zu. Die genaue Größe des weltweiten Yen-Carry-Trades lässt sich kaum bestimmen. Viele Positionen laufen über Fonds, Derivate und komplexe Finanzierungen.. --- Die größte Gefahr entsteht dort, wo das geliehene Geld investiert wurde, vor allem also in hoch bewerteten Wachstumsaktien und anderen risikoreichen Anlagen. Denn diese Vermögenswerte profitieren besonders stark von hoher Liquidität und günstigen Finanzierungskosten..
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11.09.26 - 15:24
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Stocks, Treasuries Get Relief Ahead of CPI, US Diesel Passes $6/Gallon (Bloomberg)
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US equity futures and Treasuries find some relief as investors await the latest inflation data for a signal on whether the Federal Reserve will raise interest rates next week. US diesel prices rose above $6 a gallon for the first time ever, raising the risk of further energy-driven inflation. The US marks 25 years since the September 11 terrorist attacks. Isabelle Mateos Y Lago of BNP Paribas joins "Bloomberg Brief" to look ahead to the CPI data. (Source: Bloomberg)...
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11.09.26 - 13:18
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US Inflation Print on Deck, Bond Selloff Intensifies (Bloomberg)
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US stocks and Treasuries caught some respite as oil prices eased, with traders waiting for the August US inflation report for the clearest signal yet on whether the Federal Reserve will hike interest rates next week.
After surging yields and a rally in crude set the S&P 500 on course for its worst week since June, futures for the index rebounded 0.4%. Europe's Stoxx 600 gained 0.2%. Brent dropped toward $105 a barrel, while still on track for a nearly 10% jump since Monday. Treasury yields fell, led by the short end.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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11.09.26 - 09:00
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US Treasury yield hits 19-year high, Japanese yen strengthens: the numbers moving markets (SCMP)
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China's buoyant stock market lifted brokers' earnings in the first half, while Hong Kong saw continued growth in retirement assets. Beyond China, a strengthening yen and Washington's Treasury buy-back programme highlighted shifting dynamics in global currency and bond markets.
Here are some of the figures that have drawn the most market attention this week.
Chinese brokerage revenue jumps more than 50 per cent
Chinese brokerages saw revenue from their core business rise by more than 50 per cent......
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11.09.26 - 08:36
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Global Bonds Hit By Selloff Ahead of US CPI (Bloomberg)
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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)...
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11.09.26 - 08:01
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Yields Hit Multiyear Highs on Oil Surge, Fed Hike Bets (Bloomberg)
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"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)...
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11.09.26 - 01:00
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Bond yields rise modestly after Trump′s dividend pledge (The Hill)
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Bond yields ticked up slightly on Thursday, after President Trump pledged to send a $5,000 dividend to every American adult if Republicans win the midterms. The yield on the 10-year U.S. Treasury bond closed at roughly 4.96 percent, roughly 1.3 basis points above where it opened. The note closed at its highest point since April......
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