MARKET NEWS / CREDIT BUBBLE DAILY

Tuesday, November 25, 2026

MARKET NEWS / CREDIT BUBBLE DAILY
Tuesday, November 25, 2026
Doug Noland Posted on November 25, 2025

[CNBC] U.S. stocks are little changed after tech rally boosts stocks: Live updates

[CNBC] Nvidia shares fall 3% on report Meta will use Google AI chips

[Yahoo/Reuters] Rising energy costs lift US producer prices in September

[CNBC] Private payroll losses accelerated in the past four weeks, ADP reports

[Yahoo/Reuters] US retail sales miss expectations in September

[CNBC] Bessent says there’s a ‘very good chance’ Trump names new Fed chair before Christmas

[Yahoo/Bloomberg] Alphabet’s AI Chips, Gemini Model Position It to Rival Nvidia

[Reuters] How a US home insurance fix is becoming a problem

[Axios] U.S. meets Russia in UAE after “understanding” reached with Ukraine

[Yahoo/Bloomberg] Xi Puts Biggest US-China Flashpoint Back on Agenda in Trump Call

[Yahoo/Bloomberg] Trump Moves to Preserve Xi Truce While Reassuring Ally Japan

[AP] Russian attacks kill at least 7 in Ukraine as talks on peace plan continue

[Bloomberg] Private Credit’s Sketchy Marks Get Warning Shot From Wall Street’s Top Cop

[Bloomberg] Private Debt Defaults Set to Climb as Middle-Market Firms Wobble

[Bloomberg] US Homesellers Pull Stale Listings Off Market as Interest Fades

[Bloomberg] Chinese Developer Vanke’s Bonds Plunge as Debt Concerns Grow

[Bloomberg] Russia Bombards Kyiv Hours After Trump Voices Hope for Ukraine Deal

[Bloomberg] Japan Slams China Letter to UN as ‘Erroneous’ in Its Own Missive

[NYT] $10 Billion and Counting: Trump Administration Snaps Up Stakes in Private Firms

[NYT] Britain’s Most Unpopular Chancellor in Decades Faces Another Big Test

[NYT] China and Japan, With Trump in the Middle, Stoke an Existential Showdown

[WSJ] Fed Chair Powell’s Allies Provide Opening for December Rate Cut

[WSJ] Speaker Johnson Warns White House GOP Is Wary of Trump’s Healthcare Push

[WSJ] When Home Sellers Set Prices Too High, They’re Paying for It

[WSJ] ‘Sovereign AI’ Takes Off as Countries Seek to Avoid Overdependence on Superpowers

[WSJ] China’s Xi Calls Trump in Unusual Move to Discuss Taiwan, Ukraine

[WSJ] How the U.S. Drafted a Russia-Friendly Peace Plan for Ukraine

[FT] ‘Scraping for crumbs’: Americans squeezed by affordability crisis

[FT] Russia signals it could reject modified US peace plan for Ukraine

[FT] Britain’s Budget woes illustrate the threat to Europe’s social contract

[FT] Currency traders bet against sterling ahead of Budget

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