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Back|Wall Street: Sinkende Ölpreise und Anleiherenditen sorgen für Entspannung an US-Börsen
Wall Street: Sinkende Ölpreise und Anleiherenditen sorgen für Entspannung an US-Börsen
Urgent
Handelsblatt·2 hours ago·Business·1 min read·🇩🇪Germany·

Wall Street: Sinkende Ölpreise und Anleiherenditen sorgen für Entspannung an US-Börsen

Trotz steigendem Inflationsdruck im Dienstleistungssektor zeigen sich die Märkte optimistisch, während die KI-Nachfrage robust bleibt.

Quick Look

  • Die Wall Street startet mit Kursgewinnen, da sinkende Ölpreise und Anleiherenditen den Markt stützen.
  • Trotz eines Anstiegs des ISM-Preisindex für Dienstleistungen auf ein Hoch seit 2022 bleibt die Nachfrage im KI-Sektor stark.

AI-generated summary

Why It Matters

Der ISM-Preisindex für Dienstleistungen dient als Indikator für den Inflationsdruck in den USA.

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Die Futures notieren im Plus, obwohl der Inflationsdruck bei Dienstleistungen auf den höchsten Stand seit 2022 klettert. Im KI-Sektor zeigt sich die Nachfrage derweil robust.

Die Wall Street startet freundlich. Zwei der größten Belastungsfaktoren lassen nach: Öl und Anleiherenditen. Die Futures notieren im Plus, Brent fällt unter 99 US-Dollar, und die Rendite zehnjähriger US-Staatsanleihen sinkt von ihrem jüngsten Mehrjahreshoch auf 5,27 Prozent.

Der Markt rechnet für Oktober nur noch mit einer geringen Wahrscheinlichkeit für eine weitere Zinserhöhung. Den nächsten Schritt erwarten Anleger erst im Dezember. Der Inflationsdruck bleibt dennoch hoch: Der ISM-Preisindex für Dienstleistungen steigt auf 74 Punkte – den höchsten Stand seit 2022.

Im KI-Komplex bleibt die Nachfrage robust. Advanced Micro Devices rechnet über Jahre mit sehr hoher Chipnachfrage und will das Angebot 2027 deutlich ausweiten. Taiwan Semiconductor handelt auf Rekordniveau, nachdem neue Hinweise auf eine Beteiligung an Elon Musks Terafab-Projekt aufgekommen sind. Dazu kommt ein möglicher Milliardenvertrag zwischen Alphabet und Constellation Energy über Kernenergie für Rechenzentren.

What to Watch

AI outlook — possibilities, not facts

  • Keine Zinserhöhung im Oktober erwartet.

    Likely · Within weeks

Open Questions

  • ?Wie nachhaltig ist der Rückgang der Anleiherenditen?
  • ?Wann erfolgt die nächste Zinsentscheidung der Fed?

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This article was originally published by Handelsblatt.

Quick Look

  • Die Wall Street startet mit Kursgewinnen, da sinkende Ölpreise und Anleiherenditen den Markt stützen.
  • Trotz eines Anstiegs des ISM-Preisindex für Dienstleistungen auf ein Hoch seit 2022 bleibt die Nachfrage im KI-Sektor stark.

AI-generated summary

Story signals

Emotional intensity
Medium
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Moderate
Global impact
Global
Urgency
Urgent
Follow-up likelihood
Likely
Relevance window
Days

Source & Reliability

Source
Handelsblatt
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Published
2 hours ago
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wall street
ki
inflation
wall street
Elon Musk
Advanced Micro Devices
Taiwan Semiconductor
Alphabet
Constellation Energy
Wall Street
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inflation
börse
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