MARKET NEWS / CREDIT BUBBLE DAILY

Monday, November 17, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Monday, November 17, 2025
Doug Noland Posted on November 17, 2025

[CNBC] Stocks are little changed to start week as traders brace for Nvidia earnings, jobs data: Live updates

[Yahoo/Bloomberg] Bitcoin Humbles Wall Street Faithful After $600 Billion Fall

[Reuters] Retail investors show less conviction in buying US stock market dips

[CNN] Jerome Powell’s era of consensus at the Fed is over

[Yahoo/Bloomberg] Jeffrey Gundlach Warns of ‘Garbage Lending’ as Private Credit Booms

[CNBC] Alibaba is helping Chinese military target the U.S., White House memo claims: FT

[CNBC] China slow-walks U.S. soybean purchases as stockpiles hit multi-year highs, undermining Trump’s trade deal claims

[Reuters] China lodges representations with US over Taiwan arms sale

[Yahoo/Reuters] Japan’s economy contracts for first time in six quarters

[Yahoo/Bloomberg] China Pulls Back Government Spending by Most in Over Four Years

[Reuters] In a first, Taiwan to distribute security handbook to all households as China threat rises

[Reuters] Poland faced one confirmed, one highly probable railway sabotage act

[Bloomberg] The Job Market Is Heating Up — for Jobs That People Usually Don’t Want

[Bloomberg] CoreWeave’s Worst-Ever Week Shows AI Traders Are Getting Picky

[Bloomberg] China Escalates Japan Spat With Threats of Economic Reprisal

[Bloomberg] Japan’s Takaichi Has Few Good Options to End China’s Retaliation

[Bloomberg] Japan Calls China’s Travel Warning Unacceptable as Spat Simmers

[Bloomberg] Japan’s Falling GDP Backs Takaichi’s Case for Big Fiscal Package

[Bloomberg] Goldman Sees Higher Japan Bond Premium as Fiscal Worries Return

[NYT] The Crypto Industry’s $28 Billion in ‘Dirty Money’

[NYT] Hydropower Is Getting Less Reliable as the World Needs More Energy

[WSJ] Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy

[WSJ] White House Hunts for Ways to Lower the Cost of Living

[WSJ] Threats to Eurozone Financial Stability ‘Remain Elevated,’ Says ECB’s De Guindos

[FT] Private credit pushing reinsurers into riskier business, industry warns

[FT] Number of new foreign students in US falls by 17% over visa worries

[FT] Japan’s economy shrinks as US tariffs weigh on exports

[FT] Japan dispatches envoy to China as tensions soar

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