Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] Stocks little changed as traders await key Fed rate outlook: Live updates
[AP] The Federal Reserve wrestles with how many interest rate cuts to make and how fast
[CNBC] Fed set to cut rates, but forecast for rest of 2025 is key to markets with politics clouding the picture
[Yahoo/Reuters] Fed expected to cut rates, update views of Trump economic plan with new projections
[CNBC] Nvidia CEO says he’s ‘disappointed’ after report China has banned its AI chips
[Reuters] US single-family housing starts, building permits drop in August
[CNBC] Mortgage refinance demand spikes nearly 60%, as interest rates drop sharply
[CNBC] Mortgage rates drop to 3-year low ahead of Fed meeting
[AP] France’s new prime minister faces a bumpy ride with budget challenges and nationwide strikes ahead
[Politico] EU plans more sanctions on China. But will that be enough for Trump?
[CNBC] China keeps tight grip on rare earths, costing at least one company ‘millions of euros’
[Yahoo/Reuters] Japan's exports down in August as automakers grapple with US tariffs
[Bloomberg] Bessent, Like Fed Governor, Made Contradictory Mortgage Pledges
[Bloomberg] China Tech Stocks Surge to 2021 Level as Investors Bet on AI
[NYT] What to Watch at the Federal Reserve’s September Meeting
[NYT] Powell Faces Challenges From Within the Fed, Too
[WSJ] Fed Divisions Thrust Powell Into Uncharted Territory
[WSJ] GOP, Democrats Refuse to Make the First Move on Shutdown Talks
[WSJ] The Two-Speed Economy Is Back as Low-Income Americans Give Up Gains
[WSJ] Fired BLS Chief Breaks Silence, Calls Her Dismissal a ‘Dangerous Step’
[FT] China bans tech companies from buying Nvidia’s AI chips
[FT] Surging US power costs defy Donald Trump’s pledge to halve bills
[FT] Socialists raise the pressure on Macron’s new prime minister
[FT] The scariest bits of the job market
[CNBC] Stocks little changed as traders await key Fed rate outlook: Live updates
[AP] The Federal Reserve wrestles with how many interest rate cuts to make and how fast
[CNBC] Fed set to cut rates, but forecast for rest of 2025 is key to markets with politics clouding the picture
[Yahoo/Reuters] Fed expected to cut rates, update views of Trump economic plan with new projections
[CNBC] Nvidia CEO says he’s ‘disappointed’ after report China has banned its AI chips
[Reuters] US single-family housing starts, building permits drop in August
[CNBC] Mortgage refinance demand spikes nearly 60%, as interest rates drop sharply
[CNBC] Mortgage rates drop to 3-year low ahead of Fed meeting
[AP] France’s new prime minister faces a bumpy ride with budget challenges and nationwide strikes ahead
[Politico] EU plans more sanctions on China. But will that be enough for Trump?
[CNBC] China keeps tight grip on rare earths, costing at least one company ‘millions of euros’
[Yahoo/Reuters] Japan's exports down in August as automakers grapple with US tariffs
[Bloomberg] Bessent, Like Fed Governor, Made Contradictory Mortgage Pledges
[Bloomberg] China Tech Stocks Surge to 2021 Level as Investors Bet on AI
[NYT] What to Watch at the Federal Reserve’s September Meeting
[NYT] Powell Faces Challenges From Within the Fed, Too
[WSJ] Fed Divisions Thrust Powell Into Uncharted Territory
[WSJ] GOP, Democrats Refuse to Make the First Move on Shutdown Talks
[WSJ] The Two-Speed Economy Is Back as Low-Income Americans Give Up Gains
[WSJ] Fired BLS Chief Breaks Silence, Calls Her Dismissal a ‘Dangerous Step’
[FT] China bans tech companies from buying Nvidia’s AI chips
[FT] Surging US power costs defy Donald Trump’s pledge to halve bills
[FT] Socialists raise the pressure on Macron’s new prime minister
[FT] The scariest bits of the job market
[CNBC] S&P 500 ticks higher after benchmark closed above 6,600; Fed meeting to begin: Live updates
[Yahoo/Reuters] Gold at record-highs as dollar dips ahead of key Fed meet
[Yahoo/Bloomberg] Oil Wavers as Traders Weigh Pressure on Russia, Supply Glut
[AP] Appeals court rejects Trump’s bid to unseat Federal Reserve governor Lisa Cook ahead of rate vote
[Reuters] Trump administration to appeal court decision blocking firing of Fed Governor Cook, White House says
[CNBC] Trump pick Stephen Miran confirmed to Federal Reserve Board; will also keep White House job
[Yahoo/Bloomberg] Fed ‘Third Mandate’ Forces Bond Traders to Rethink Age-Old Rules
[Yahoo/Reuters] US treasury secretary anticipates final TikTok deal after Trump, Xi talk
[Yahoo/Reuters] US Treasury Secretary Bessent praises Bullard in search for Fed chief
[Yahoo/Reuters] Wall Street, Corporate America brace for more tariff turmoil
[Yahoo/Reuters] US consumers are feeling the stress of inflation, interest rates, report shows
[AP] Trump files $15 billion defamation lawsuit against The New York Times
[Reuters] Americans believe harsh political rhetoric is fueling violence, Reuters/Ipsos poll finds
[Axios] Rubio says U.S. is deporting visa holders who celebrated Kirk's killing
[Axios] It's not just you: Summer is sticking around longer
[Politico] King Charles will warn Trump about the fate of the planet. Trump probably won’t listen.
[Reuters] Moscow and Minsk rehearse launch of nuclear weapons deployed in Belarus, Lukashenko says
[Bloomberg] The Fed Should Move Slowly and Make No Promises
[Bloomberg] Fed Dissent Is Going to Raise Some Uncomfortable Questions
[Bloomberg] Bessent Says US Expressed Dismay to Chinese Over Nvidia Ruling
[Bloomberg] Private Markets’ Exposure Nears $5 Trillion at Top Pension Funds
[Bloomberg] BOJ to Stand Pat as Ishiba’s Exit Adds to Clouds Over Rate Path
[NYT] Fed Meeting Set to Bring Together Trump Ally With Targets of President’s Ire
[NYT] How Wall Street’s Big Bets on A.I. Are Driving Interest in Huge Parking Lots
[NYT] How China Is Weathering the Trade War With Trump
[NYT] Deception? Conflicting Paperwork? Clerical Error? How a Politician’s Mortgages Can Get Muddy
[WSJ] Appeals Court Rejects Trump Request to Remove Fed Governor Lisa Cook
[WSJ] What Investors Get Out of Quarterly Earnings
[WSJ] Trump Advisers Prepare to Target Left-Leaning Groups After Kirk Shooting
[WSJ] Residents of Eastern Poland Fear Russia’s War in Ukraine Is Coming to Them
[FT] Lisa Cook can stay at Federal Reserve ahead of rates decision, appeals court rules
[FT] South Korea resists US pressure to finalise ‘Japan-style’ trade deal
[FT] Beijing says TikTok’s US app will use Chinese algorithm
[FT] Russian hackers target Polish hospitals and city water supply
[CNBC] Stocks rise after Trump’s positive comments on China trade talks, gain in Tesla: Live updates
[Yahoo/Bloomberg] Gold Trades Near Record With Fed Seen Cutting Rates This Week
[Yahoo/WSJ] Gold Hasn’t Rallied This Much Since 1979
[AP] The Fed faces economic uncertainty and political pressure as it decides whether to cut rates
[AP] Trump suggests deal reached over the future of TikTok as he announces call with Xi
[Yahoo/Reuters] Trump says companies, corporations should not be required to report quarterly
[Yahoo/Bloomberg] Market Rally Conceals Deep Cracks in World Economy, BIS Warns
[Yahoo/Reuters] BIS warns of mounting disconnect between debt and stock markets
[Yahoo/Bloomberg] China Targets Nvidia Over 2020 Deal, Raising Trade-Talk Stakes
[Yahoo/WSJ] An Unresponsive Public Is Undermining Government Economic Data
[Axios] Behind the Curtain: Four ominous trends
[Yahoo/Reuters] China's August factory output, retail sales miss expectations
[Yahoo/Reuters] China's home prices fall in August, extending weak trend
[Yahoo/Telegraph] Andrew Bailey under political attack on all fronts
[Bloomberg] Trump Expects a ‘Big Cut’ From Federal Reserve This Week
[Bloomberg] Morgan Stanley Shows Why Traders Are Winning Again
[Bloomberg] Small Businesses Turn to Lending Startups as Tariff Costs Mount
[NYT] The Fed Tried to Avoid a Fight With Trump. It Got One Anyway.
[NYT] China’s Snub of U.S. Soybeans Is a Crisis for American Farmers
[WSJ] How Trump’s Provocative Economist Crashed the Federal Reserve
[WSJ] Wall Street’s ‘Run It Hot’ Trade Powers Stock Records
[WSJ] China’s Economy Shows Signs of Summer Slowdown
[FT] Fed set to cut interest rates as Jay Powell faces dissent over slowing economy
[FT] America risks making frenemies of old allies
[FT] Donald Trump’s new SEC appointee scraps aggressive enforcement agenda
[FT] China’s curbs on defence metal germanium create ‘desperate’ supply squeeze
[Yahoo/Bloomberg] Global 36-Hour Interest-Rate Spree Heralds First US Cut of 2025
[Yahoo/Reuters] Fed faces key week of decisions with membership, political independence in doubt
[Yahoo Finance] Fed's rate decision looms as markets hover near records: What to watch this week
[AP] Fed governor Cook asks appeals court to reject White House’s bid to remove her from Fed board
[CNBC] Democrats dig in on health care as threat of government shutdown looms
[Reuters] US, Chinese officials hold talks in Spain on trade irritants, TikTok deadline
[AP] Ukrainian drones strike one of Russia’s top oil refineries, sparking fire
[Politico] Why Putin won’t end his war against the West
[Bloomberg] Fed Debate Turns to Pace of Cuts Amid Heavy Trump Pressure
[Bloomberg] US, China Officials Kick Off Economic, Trade Talks in Madrid
[NYT] Documents Raise Questions About Fraud Claims Against Fed Governor
[WSJ] Documents Show Lisa Cook Described Property as Second Home
[WSJ] The Market’s Riskier Than It Used to Be—and Investors Love It
[WSJ] Mortgage Rates Are Finally Falling. Here’s Why They Can Move Fast.
[FT] How Emmanuel Macron’s France became Europe’s fiscal problem child
[FT] Elon Musk call for Brits to ‘fight back or die’ denounced by minister
[Yahoo/Bloomberg] Trump Backs New Sanctions When NATO Stops Buying Russian Oil
[AP] Millions face skyrocketing health insurance costs unless Congress extends subsidies
[Yahoo Finance] Homeowners insurance costs just hit a new high. It’s scaring off some buyers.
[Axios] Why foreign travelers are avoiding the U.S.
[Yahoo/Bloomberg] Ukraine Stepping Up Drone Attacks on Russian Oil Assets
[Reuters] Fearful of Russian aggression, Poles flock to military training
[BBC] New Nato mission to bolster eastern flank after Russia drone incursion
[Bloomberg] China Starts Probes Targeting US Semiconductor Sector
[NYT] France’s Debt Rating Cut on Fears of Political Instability
[WSJ] The Utah Governor Urging America to ‘Disagree Better’
[WSJ] Democrats Name Their Price for Avoiding Government Shutdown
[WSJ] Beef Prices Are at a Record. The Winners: Cattle Ranchers
[WSJ] AI Can Clone Anybody’s Voice. See if You Can Tell the Difference.
[WSJ] The City Leading China’s Charge to Pull Ahead in AI
[FT] Federal Reserve governor Lisa Cook listed contested home as vacation property
[FT] US listings market bursts back to life with busiest week in 4 years
[FT] Javier Milei stumbles into crisis ahead of Argentina’s crucial midterms
Q4 Review - 2023 Preview
Thursday, January 19, 2023 – 4:00pm Eastern / 2:00pm Mountain
David McAlvany
Doug Noland
Credit Bubble Weekly
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