MARKET NEWS / CREDIT BUBBLE DAILY

Friday, December 5, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Friday, December 5, 2025
Doug Noland Posted on December 5, 2025

[CNBC] Stocks are little changed ahead of key inflation data: Live updates

[Yahoo/Bloomberg] US Bonds Head for Worst Week in Six Months Before Inflation Data

[Yahoo/Bloomberg] Even If Fed Cuts Rates Again, US Economy May Not Get Much of a Boost

[Yahoo/Bloomberg] Economists See Two Fed Rate Cuts in 2026 Following December Move

[Politico] Trump Keeps Squeezing the Next Fed Chair

[MSN/WP] ChatGPT Started the AI Race. Now its Lead is Looking Shaky

[Axios] Exclusive: Some AI dangers are already real, DeepMind’s Hassabis says

[Yahoo/Bloomberg] BofA’s Hartnett Warns Dovish Fed Rate Cut Imperils Stock Rally

[AP] Netflix to acquire Warner Bros. studio and streaming business for $72 billion

[Yahoo/Bloomberg] BOJ Is Said Likely to Hike This Month, Stay Open to More Moves

[Yahoo/Reuters] US trade with China probably needs to be smaller, USTR’s Greer says

[AP] Putin and Modi held talks and announce expansion of Russia-India trade ties amid US pressure

[Bloomberg] Wall Street Races to Cut Its Risk From AI’s Borrowing Binge

[Bloomberg] Private Credit Woes Should Put Banks on Notice

[Bloomberg] Netflix Lines Up $59 Billion of Debt for Warner Bros. Deal

[Bloomberg] Prediction Markets Boom Mints New Class of Young Billionaires

[Bloomberg] Why Taiwan Is At the Center of the China-Japan Spat

[Bloomberg] What Is Taiwan’s T-Dome Defense System? How Would It Thwart Chinese Attacks?

[NYT] Canada Declares Stellantis in Default for Moving Jeep Production to U.S.

[FT] There’s a black hole where central banks’ theory of inflation should be

[FT] India cuts interest rates amid soaring growth and low inflation

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