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Credit Bubble Weekly • Aug 30 2025
August 29, 2025: MAGA Fed Put

France’s 10-year “OATS” yields jumped nine bps this week to 3.51%. Thirty-year French yields surged 12 bps to 4.42%, trading within four bps of the spike [...]

Doug Noland Posted on Aug 30, 2025
Credit Bubble Daily • Aug 29 2025
Friday, August 29, 2025

[CNBC] S&P 500 retreats from record as traders assess new inflation data into long weekend: Live updates [CNBC] Core inflation rate rose to 2.9% in July, [...]

Doug Noland Posted on Aug 29, 2025
Credit Bubble Daily • Aug 28 2025
Thursday, August 28, 2025

[CNBC] S&P 500 rises as Nvidia shares pare premarket losses: Live updates [Yahoo/Bloomberg] Oil Drops as US Berates India and Surplus Concerns Flare Again [...]

Doug Noland Posted on Aug 28, 2025
Credit Bubble Daily • Aug 27 2025
Wednesday, August 27, 2025

[CNBC] Stocks are little changed ahead of Nvidia earnings: Live updates [CNBC] Long-term yields continue to rise as Trump amps up fight for Fed control [CNBC] [...]

Doug Noland Posted on Aug 27, 2025
Credit Bubble Daily • Aug 26 2025
Tuesday, August 26, 2025

[CNBC] Stocks slip as Trump escalates attack on Fed independence: Live updates [CNBC] Short-term Treasury yields fall, while long-term yields rise after Trump [...]

Doug Noland Posted on Aug 26, 2025
Credit Bubble Daily • Aug 25 2025
Monday, August 25, 2025

[CNBC] Stocks slip after Dow’s record close, traders await Nvidia earnings this week: Live updates [Yahoo/Bloomberg] Bond Market’s Big Powell Rally Needs [...]

Doug Noland Posted on Aug 25, 2025
Credit Bubble Daily • Aug 24 2025
Sunday, August 24, 2025

[Reuters] Wall St Week Ahead Investors zero in on Nvidia results as US tech stocks waver [Yahoo Finance] Nvidia earnings set to test AI trade with stocks near [...]

Doug Noland Posted on Aug 24, 2025
Credit Bubble Daily • Aug 23 2025
Saturday, August 23, 2025

[AP] Fed Chair Powell faces fresh challenges to Fed independence amid potential rate cuts [Yahoo/Bloomberg] GOP Lawmakers Push for Tariffs Tailored to Help [...]

Doug Noland Posted on Aug 23, 2025
Wealth Management News • Aug 23 2025
Precious Metals Party Time – August 22, 2025

Precious Metals Party Time This week, HAI will be short and to the point. Recent HAI’s have suggested that the Trump administration, given national [...]

Morgan Lewis Posted on Aug 23, 2025
Credit Bubble Weekly • Aug 23 2025
August 22, 2025: Discounting the Loss of Fed Independence

The Federal Reserve is under assault. Our nation, as we have known, is under assault. Equities, well, they seemingly couldn’t be chippier. Bloomberg: “Wall [...]

Doug Noland Posted on Aug 23, 2025
Credit Bubble Daily • Aug 22 2025
Friday, August 22, 2025

[CNBC] Stocks rise ahead of Powell’s Jackson Hole speech: Live updates [Yahoo/Bloomberg] Bond Market Rate-Cut Bets Face Powell Reckoning at Jackson Hole [...]

Doug Noland Posted on Aug 22, 2025
Credit Bubble Daily • Aug 21 2025
Thursday, August 21, 2025

[CNBC] Stocks slip after a 4-day losing streak for S&P 500: Live updates [Yahoo/Bloomberg] Oil Holds Gain After Biggest Drop in US Stockpiles in Two Months [...]

Doug Noland Posted on Aug 21, 2025
Credit Bubble Daily • Aug 20 2025
Wednesday, August 20, 2025

[CNBC] S&P 500 lower as investors await retail earnings, Fed minutes: Live updates [Yahoo/Reuters] Trump calls on Fed Governor Cook to resign [Reuters] [...]

Doug Noland Posted on Aug 20, 2025
Credit Bubble Daily • Aug 19 2025
Tuesday, August 19, 2025

[CNBC] Stocks ticked down as the market awaits Fed’s Jackson Hole summit, retail earnings: Live updates [Yahoo/Bloomberg] Oil slips as Trump ramps up [...]

Doug Noland Posted on Aug 19, 2025
Credit Bubble Daily • Aug 18 2025
Monday, August 18, 2025

[CNBC] Stocks tick lower following back-to-back winning weeks: Live updates [Yahoo/Reuters] Dollar braces for busy week of geopolitics and Fed speak [...]

Doug Noland Posted on Aug 18, 2025
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