Hard Assets KW35: Öl stabil, Frachtraten im Dip — was die Zahlen wirklich bedeuten | Wochenrückblick KW35

from Aktienmarkt Wochenrückblick — Brent, Gold, Dividenden & Hard Assets · host MB Capital Strategies

TITEL: Hard Assets KW35: Öl stabil, Frachtraten im Dip — was die Zahlen wirklich bedeuten | Wochenrückblick KW35SHOWNOTESÖl bleibt bei 83-84 $/Fass Brent — Produzenten mit niedriger Cost Curve generieren Rekord-Cashflow. Chevron und ConocoPhillips melden diese Woche, Q2-Zahlen waren über Erwartung. Schifffahrtsraten minus 8 %, aber Orderbücher reichen bis 2027+ und Scrapping bleibt regulatorisch hoch (EU-ETS). Gold leise stark über 2.600 $. Hard Assets sind keine Zyklen-Hochs mehr — sie sind strukturelle Cashflow-Maschinen.Dieser Wochenrückblick ist Teil der Serie "Aktienmarkt Wochenrückblick" von MB Capital Strategies. Kein Anlageberatung.---Disclaimer: Dies ist keine Anlageberatung. Alle Angaben ohne Gewähr. Eigenrecherche durchführen.

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Hard Assets KW35: Öl stabil, Frachtraten im Dip — was die Zahlen wirklich bedeuten | Wochenrückblick KW35

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