MARKET NEWS / CREDIT BUBBLE DAILY

Tuesday, September 23, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Tuesday, September 23, 2025
Doug Noland Posted on September 23, 2025

[CNBC] Stocks are little changed after 3-day win streak for S&P 500: Live updates

[Yahoo/Bloomberg] Gold Reaches Fresh Record as Rate-Cut Hopes Draw Investor Demand

[Yahoo/Bloomberg] US Bonds Halt Losses Since Fed Meeting as Focus Turns to Powell

[Yahoo/Reuters] Oil Declines for Fifth Day as Supply Concerns Come to the Fore

[Yahoo/Bloomberg] An $800 Billion Revenue Shortfall Threatens AI Future, Bain Says

[Yahoo/Bloomberg] China Rare Earths Issue Remains Unresolved, US Lawmaker Says

[Yahoo/Reuters] South Korean president says US tariffs talks worrying FX market

[Yahoo/WSJ] Tariffs Will Hit Slowing U.S. Economy Hard in 2026, OECD Says

[Reuters] Denmark links drones at Copenhagen airport to hybrid attacks across Europe

[Bloomberg] Euro-Zone Private Sector Grows at Fastest Pace in 16 Months

[Bloomberg] Miran Is Contradicting Himself on the Case for Big Rate Cuts

[Bloomberg] Private Equity Leans on Weaker Credit Safeguards, Moody’s Says

[Bloomberg] Bank of England and OECD Sound Warnings on Sticky UK Inflation

[Bloomberg] NATO Pledges ‘Robust’ Response to Russian Airspace Breaches

[NYT] The Potential Consequences of Kimmel’s Comeback

[NYT] Trump’s $100,000 Visa Fee Puts Many Tech Start-Ups in a Bind

[WSJ] How Nvidia Is Backstopping America’s AI Boom

[WSJ] Why Nvidia Is Spending So Much Money

[WSJ] Trump’s Pressure Campaign Strains Justice Department

[FT] How bad could private credit default rates get?

[FT] Argentina’s Javier Milei to meet Donald Trump for talks on US financial lifeline

[FT] How Argentina’s Javier Milei lost the markets and turned to Donald Trump

[FT] Russian fuel exports drop as Ukraine intensifies its strikes on oil refineries

[FT] Chinese cargo ship docks in Russian-occupied Crimea

[FT] Crypto hoarders turn to share buybacks in push to boost falling stock prices

[FT] America’s accelerating exit from itself

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