{"id":22815,"date":"2024-11-18T10:11:27","date_gmt":"2024-11-18T10:11:27","guid":{"rendered":"https:\/\/www.algebris.com\/?p=22815"},"modified":"2025-03-12T17:21:20","modified_gmt":"2025-03-12T17:21:20","slug":"global-credit-bullets-montag-18-november-2024","status":"publish","type":"post","link":"https:\/\/www.algebris.com\/de\/market-views-de\/global-credit-bullets-montag-18-november-2024\/","title":{"rendered":"GLOBAL CREDIT BULLETS | Montag, 18. November 2024"},"content":{"rendered":"\n<h5 class=\"wp-block-heading\"><strong>Trump &#8211; Eine bunte Mischung<\/strong><\/h5>\n\n\n\n<p>Donald Trump hat in der vergangenen Woche mit der Nominierung seines Kabinetts begonnen. Seine Wahl fiel auf eine Mischung aus Zollbef\u00fcrwortern und Loyalisten, die generell eher als Hardliner gelten.<br>Marco Rubio, der f\u00fcr eine harte Gangart gegen\u00fcber China und dem Iran steht, ist f\u00fcr das Amt des Aussenministers vorgesehen. Pete Hegseth, ein Moderator von Fox News und ehemaliges Mitglied der Nationalgarde, wird Verteidigungsminister. Der fr\u00fchere Geheimdienstkoordinator\u00a0John Ratcliffe soll der neue Chef des Auslandsgeheimdienstes CIA werden, und Mike Waltz, ein Kongressabgeordneter und Oberst der Nationalgarde, wurde zum nationalen Sicherheitsberater ernannt. F\u00fcr innenpolitische Aufgaben hat sich Trump f\u00fcr Matt Gaetz als Justizminister entschieden, was angesichts seines umstrittenen Rufs viele \u00fcberraschte. Thomas Homan wird f\u00fcr die Einwanderungspolitik\u00a0zust\u00e4ndig sein, Kristi Noem \u00fcbernimmt das Amt der Heimatschutzministerin und Susie Wiles wird die erste weibliche Stabschefin im Weissen Haus. Das neue Department of Government Efficiency soll von Elon Musk und Vivek Ramaswamy geleitet werden. Die Ernennung des Finanzministers steht noch aus. Hier sind Bessent, Lutnick oder Kudlow im Gespr\u00e4ch, wobei Bessent im Allgemeinen als die marktfreundlichere Alternative angesehen wird.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h5 class=\"wp-block-heading\"><strong><strong>USA \u2013 Die Zeichen stehen auf Exzeptionalismus<\/strong><\/strong><\/h5>\n\n\n\n<p>Der USD legte im Wochenverlauf um 1,5% zu, w\u00e4hrend der EUR und der CNH aufgrund von Zollsorgen und des amerikanischen Exzeptionalismus schw\u00e4chelten. Der S&amp;P 500 beendete die Woche mit einem Minus von 1,5%, da Aktien aus dem Gesundheitswesen nach der Nominierung von Robert F. Kennedy\u00a0f\u00fcr das Amt des Gesundheitsministers unter Druck gerieten und Technologiewerte auf die h\u00f6heren US-Renditen reagierten. Die Fed \u00e4usserte sich insgesamt zur\u00fcckhaltender, da die Kerninflation wieder steigt. Im Gegenzug senkten die M\u00e4rkte die Wahrscheinlichkeit einer Zinssenkung durch die Fed im Dezember auf 50%.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Algebris Investments&#8217; <em>Global Credit Team<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Trump &#8211; Eine bunte Mischung Donald Trump hat in der vergangenen Woche mit der Nominierung seines Kabinetts begonnen. Seine Wahl fiel auf eine Mischung aus Zollbef\u00fcrwortern und Loyalisten, die generell eher als Hardliner gelten.Marco Rubio, der f\u00fcr eine harte Gangart gegen\u00fcber China und dem Iran steht, ist f\u00fcr das Amt des Aussenministers vorgesehen. Pete Hegseth, [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":25953,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[212],"tags":[],"asset-class":[228],"algebris-themes":[278],"class_list":["post-22815","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-views-de","asset-class-credit-de","algebris-themes-global-credit-theme-de"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>GLOBAL CREDIT BULLETS | Montag, 18. 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