Wall Street: Steigende Anleiherenditen belasten die Wall Street
In Japan, Europa und den USA erreichen Anleiherenditen die höchsten Stände seit Jahren. Ein 35-Milliarden-Dollar-Deal von Anthropic befeuert Sorgen über die zirkuläre Finanzierung von KI.
Wall Street is starting off weaker in September, with rising yields on global bond markets posing the main burden. In the United States, Europe, and Japan, yields are climbing, while crude oil Brent prices soar to around 92 US dollars after recent incidents in the Strait of Hormuz. Two supertankers were hit by unknown projectiles, exacerbating inflation concerns.
Consequently, the S&P 500, Dow, and Nasdaq are trading in the red before the market opens, with tech and semiconductors under significant pressure. The Federal Reserve's September 16 meeting now has a near 66 percent probability of a rate hike. The market is currently holding its breath for the Industrial Production Index and JOLTS data, with the price component of the S&P 500 being particularly important: further easing in inflation would be positively received.
Geopolitically, tensions remain high, even though Iran's president has once again explicitly opened the door to a return to an agreement with the US. In the AI sector, capital needs remain enormous: SB Energy's order book of 8.8 gigawatts, worth around 439 billion US dollars, includes 8 gigawatts for a single major project for OpenAI, but only 0.8 gigawatts of power supply is contractually secured.
Furthermore, a 35 billion US dollar cloud deal from Anthropic with Lambda highlights the increasingly circular financing of the AI boom.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
