Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] Stocks are little changed, Wall Street heads for winning week: Live updates
[Yahoo/Bloomberg] Gold, Silver Jump to Record Highs on Geopolitics, Weak Dollar
[CNBC] Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI build-out
[AP] Trump overturned decades of US trade policy in 2025. See the impact of his tariffs, in four charts
[AP] What to know about the militants targeted by US airstrikes in northwest Nigeria
[AP] Trump and Zelensky to meet Sunday to try and close out peace plan
[Reuters] China hits US defence firms with sanctions over arms sales to Taiwan
[Bloomberg] Japan Plans to Reduce Sales of Super-Long Government Bonds
[Bloomberg] Japan to Quadruple Spending Support for Chips, AI in Budget
[NYT] As A.I. Companies Borrow Billions, Debt Investors Grow Wary
[NYT] Data Center Surge Reaches India as American Tech Giants Invest Billions
[WSJ] Silver’s Runaway Rally Sweeps Up Amateur Investors
[WSJ] Family Offices Have Become the New Power Players on Wall Street
[WSJ] America’s Biggest Oil Field Is Turning Into a Pressure Cooker
[WSJ] Japan Closer to Achieving 2% Inflation Target, BOJ Governor Says
[WSJ] Japan Plans Record High Initial Budget for Next Fiscal Year
[WSJ] Even the Companies Making Humanoid Robots Think They’re Overhyped
[FT] AI boom adds $500bn to net worth of US tech billionaires in 2025
[FT] Global dealmaking hits $4.5tn in second-best year on record
[FT] Donald Trump’s second term tests deeply polarised Congress
[FT] Tett: China isn’t just dumping cheap goods anymore — it’s sending caviar
[CNBC] Stocks are little changed, Wall Street heads for winning week: Live updates
[Yahoo/Bloomberg] Gold, Silver Jump to Record Highs on Geopolitics, Weak Dollar
[CNBC] Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI build-out
[AP] Trump overturned decades of US trade policy in 2025. See the impact of his tariffs, in four charts
[AP] What to know about the militants targeted by US airstrikes in northwest Nigeria
[AP] Trump and Zelensky to meet Sunday to try and close out peace plan
[Reuters] China hits US defence firms with sanctions over arms sales to Taiwan
[Bloomberg] Japan Plans to Reduce Sales of Super-Long Government Bonds
[Bloomberg] Japan to Quadruple Spending Support for Chips, AI in Budget
[NYT] As A.I. Companies Borrow Billions, Debt Investors Grow Wary
[NYT] Data Center Surge Reaches India as American Tech Giants Invest Billions
[WSJ] Silver’s Runaway Rally Sweeps Up Amateur Investors
[WSJ] Family Offices Have Become the New Power Players on Wall Street
[WSJ] America’s Biggest Oil Field Is Turning Into a Pressure Cooker
[WSJ] Japan Closer to Achieving 2% Inflation Target, BOJ Governor Says
[WSJ] Japan Plans Record High Initial Budget for Next Fiscal Year
[WSJ] Even the Companies Making Humanoid Robots Think They’re Overhyped
[FT] AI boom adds $500bn to net worth of US tech billionaires in 2025
[FT] Global dealmaking hits $4.5tn in second-best year on record
[FT] Donald Trump’s second term tests deeply polarised Congress
[FT] Tett: China isn’t just dumping cheap goods anymore — it’s sending caviar
[CNN] Gold is set for its best year since Jimmy Carter was president
[Yahoo/Bloomberg] Japan Two-Year Bond Yield Rises After Tepid Auction Demand
[Yahoo/Bloomberg] Copper Poised for Best Year Since 2009 After December Surge
[Yahoo/Bloomberg] China’s Yuan Climbs Past 7 Per Dollar as PBOC Caves in to Bulls
[Reuters] White House orders military to focus on 'quarantine' of Venezuela oil
[Yahoo/Bloomberg] Japan’s Takaichi to Unveil Record ¥122 Trillion Budget for FY26
[Bloomberg] Ueda Signals Further Hikes With More Confidence Over Price Goal
[NYT] Trump’s Seizures of Oil Tankers Challenge Maritime Rules and Customs
[WSJ] The Economic Divide Between Big and Small Companies Is Growing
[WSJ] Warren Buffett and Private Equity Both Love Insurance. The Similarities End There.
[WSJ] Goldman Sachs’s Private-Credit Company Struggles to Clean Up Soured Bets
[WSJ] China Developing Options to Threaten Taiwan With ‘Brute Force,’ Pentagon Says
[WSJ] Congress Limps Into 2026 as Trump Dominates Washington
[FT] Tariff turmoil, a gold rush and the sinking dollar — 2025 in charts
[FT] AI upheaval shows little sign of lessening
[CNBC] Stocks are little changed after S&P 500 posts record close: Live updates
[Yahoo/Bloomberg] Gold Climbs Above $4,500 in Historic Rally for Precious Metals
[Reuters] Dollar set for worst year since 2017, yen still in focus
[AP] US applications fall again last week, remain at historically healthy level
[Yahoo/Bloomberg] US Holds Off on New Chinese Chip Tariffs Amid Trump-Xi Truce
[Reuters] As crypto and private credit hit the mainstream, investor risk seen multiplying
[Yahoo/Bloomberg] Supreme Court Rejects Trump Use of National Guard in Chicago
[Yahoo/Bloomberg] Why 2026 Is Poised to Be Another Rocky Year for Global Trade
[Axios] Trump admin bars 5 Europeans it says led drive to "censor" U.S. views online
[Reuters] EU, France, Germany slam US visa bans as 'censorship' row deepens
[AP] EU warns of possible action after the US bars 5 Europeans accused of censorship
[Bloomberg] Tricolor CEO Collected $30 Million in Year Before Alleged Fraud
[Bloomberg] Japan and US Agree to Expedite $550 Billion Investment Projects
[Bloomberg] Japan Budgeting for Bond Payments at 3% as Debt Servicing Soars
[Bloomberg] China’s Military Buildup Makes US Vulnerable, Pentagon Report Says
[NYT] Chasing an Economic Boom, White House Dismisses Risks of A.I.
[NYT] Investors Warn of ‘Rot in Private Equity’ as Funds Strike Circular Deals
[NYT] The Photos That Defined Business and the Economy in 2025
[NYT] Student Loan Borrowers in Default Could See Wages Garnished in Early 2026
[WSJ] Whoever Trump Picks, the Next Fed Chair Won’t Be Independent
[WSJ] AI Construction Costs Can Be an Accounting ‘Black Box’
[WSJ] The U.S. Economy Keeps Powering Ahead, Defying Dire Predictions
[WSJ] More Private-Equity Firms Plan to Sell Stakes to Raise Cash
[WSJ] Inside the New Fast Track to a Presidential Pardon
[WSJ] Zelensky Proposes Demilitarized Zone in Eastern Ukraine as Way to Peace
[FT] US accuses China of unfair chip trade practices
[CNBC] Stocks fall slightly after much stronger-than-expected GDP report: Live updatesates
[Yahoo/Bloomberg] Copper Hits $12,000 for First Time as Tariff Trade Upends Market
[CNBC] U.S. economy grows by 4.3% in third quarter, much more than expected, delayed report shows
[AP] Cautious shoppers step up spending to start holiday season
[AP] France races to avoid US-style government shutdown after budget talks collapse
[Bloomberg] AI Funding to Drive Record Year for Top-Rated Company Bond Sales
[Bloomberg] Trump's Reordering of US Capital
[Bloomberg] Portugal Home Prices Surge 18%, Biggest Jump Since Records Began
[Bloomberg] China Vanke Cut to Selective Default by S&P After Bond Reprieve
[NYT] Once Wall Street’s High Flyer, Private Equity Loses Its Luster
[NYT] China Delays Plans for Mass Production of Self-Driving Cars After Accident
[WSJ] U.S. Economy Posts Robust Growth in Third Quarter
[WSJ] The AI Boom Is Making Real-Estate Investors Rich—and Exposing Them to Risk
[WSJ] Trump Appointment of Greenland Envoy Draws Angry Response From Denmark
[WSJ] China’s Sprint for Tech Dominance Can’t Hide an Economy Full of Holes
[FT] AI debt boom pushes US corporate bond sales close to record
[FT] Private credit firms pile into consumer debt as risk-taking mounts
[FT] America’s risky bet on hydrocarbons might hurt it in the AI race
[FT] ‘We have to have’ Greenland, says Donald Trump
[FT] Panama Canal ports deal at risk after China’s Cosco demands majority stake
[CNBC] Stocks rise as traders look ahead to holiday-shortened week: Live updates
[Yahoo/Bloomberg] Tech Stocks Rally as Gold, Copper Hit Records: Markets Wrap
[Yahoo/Bloomberg] Gold and Silver Hit All-Time Highs as Geopolitical Tensions Rise
[Yahoo/Bloomberg] Netflix Refinances Part of $59 Billion Loan for Warner Bros.
[Yahoo/Bloomberg] Yen wallows near record lows on cautious BOJ stance despite intervention warnings
[Yahoo/Bloomberg] Hassett says Supreme Court risks creating tariff refund problem
[Reuters] Debt boom signals yuan's arrival as a funding currency
[Yahoo/Bloomberg] China Says US Violating Law by Seizing Oil Tankers Off Venezuela
[Politico] No breakthrough after Ukraine talks in Miami
[Bloomberg] Vanke Averts Default as Bondholders Approve Longer Grace Period
[Bloomberg] Gold Rises to Record High on Rate-Cut Bets and Venezuela Tension
[Bloomberg] Japanese Bonds Extend Fall as Weak Yen Spurs Rate Hike Bets
[Bloomberg] Japan Has ‘Free Hand’ for Bold Action in FX Market If Needed
[Bloomberg] AI Data Center Gold Rush Driven by Thousands of Newcomers
[Bloomberg] Retail Money Is Pouring Into Private Markets. What Could Go Wrong?
[NYT] The Economy Survived 2025, but Many Americans Are Reeling
[WSJ] Gold Rockets to Record High on U.S. Rate-Cut Hopes, Haven Demand
[WSJ] Trump Appointment of Greenland Envoy Draws Angry Response From Denmark
[WSJ] China Vanke’s Brewing Crisis Suggests Limited Property Easing to Come
[FT] Japan official warns on yen’s ‘sudden’ weakness
[FT] JPMorgan questioned Tricolor’s accounting a year before its collapse
[FT] Trump’s new special envoy says Greenland should be part of US
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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