MARKET NEWS / CREDIT BUBBLE DAILY

Tuesday, November 4, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Tuesday, November 4, 2025
Doug Noland Posted on November 4, 2025

[CNBC] S&P 500 slides 1% on Palantir decline, rising concerns about AI stock valuations: Live updates

[Yahoo Finance] Bitcoin Slips Below $104K as Crypto Market Extends Losses

[Bloomberg] Bitcoin Falls to Lowest Since June as Risk-Off Mood Hits Crypto

[Yahoo/Bloomberg] Oil Tumbles Along With Equities as Market Weighs Glut Outlook

[Reuters] Asia stocks retreat from record highs on profit taking; US dollar gains

[Reuters] US government shutdown ties record, as congressional inaction takes toll

[Reuters] Goldman, Morgan Stanley CEOs warn of pullback in global equity markets

[The Hill] 5 things to watch as Supreme Court considers Trump’s tariffs

[Politico] What if Trump’s tariffs are illegal? It’s everybody’s problem.

[Reuters] Japan’s factory activity falls at fastest pace in 19 months, PMI shows

[Reuters] Ukraine attacks petrochemical plant in Bashkortostan with drones, Russia says

[Bloomberg] The Fed’s Wait-and-See Approach to AI Can’t Last

[Bloomberg] First Brands Owner Wants Examiner to Expand Probe to Funders

[Bloomberg] Losses From Car Loan Fraud Soars Above Other Debt: Study

[Bloomberg] Why ‘Payment-In-Kind’ Debt Is So Appealing — and Risky

[Bloomberg] China Urges US to Avoid ‘Red Lines’ After Reaching Trade Truce

[Bloomberg] Amazon Says Berkshire Utility Failing to Power Data Centers

[Bloomberg] New World, Vanke Debt Moves Shake Up China’s Property Sector

[Bloomberg] South Korea’s Lee Puts AI Center Stage in First Budget Speech

[NYT] China Started Separating Its Economy From the West Years Ago

[WSJ] Wall Street Intensifies Scrutiny of Fraud After Spate of Loan Losses

[WSJ] First Brands’ New Management Accuses Founder Patrick James of Fraud

[WSJ] What Happened When Small-Town America Became Data-Center, U.S.A.

[FT] UBS chair warns of ‘looming systemic risk’ from private credit ratings

[FT] Apollo shrugs off rate fears with surge in private credit loans

[FT] How many ‘bragawatts’ have the hyperscalers announced so far?

[FT] Private equity investor body sounds alarm over rush of retail money

[FT] China offers tech giants cheap power to boost domestic AI chips

Stay Ahead of the Market
Receive posts right to your in box.
SUBSCRIBE NOW
Categories
RECENT POSTS
Tuesday, November 4, 2025
Monday, November 3, 2025
Sunday, November 2, 2025
Saturday, November 1, 2025
Friday, October 31, 2025
Thursday, October 30, 2025
Wednesday, October 29, 2025
Tuesday, October 28, 2025
Double your ounces without investing another dollar!