Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] Stocks rise as S&P 500 and Nasdaq get set to build on record highs: Live updates
[Yahoo/Bloomberg] Volatility Gauges Sink to Year’s Lows Across Markets
[Yahoo/Bloomberg] Investors Jump Into Riskiest Assets After US Inflation Report
[Yahoo/Bloomberg] Bets on Outsize Fed Cut Gain Steam as CPI Data Backs Doves
[AP] ‘Crazy!!’: How Labor Statistics staff reacted to Trump firing commissioner after dismal jobs report
[CNBC] Trump considering 11 candidates for Fed chair, including David Zervos and Rick Rieder, sources say
[CNBC] How Big Tech is paying its way out of Trump’s tariffs
[CNBC] Weekly mortgage refinancing demand shoots 23% higher, with riskier loans making a comeback
[AP] Homeowners turn to cash-out refinancing to take advantage of big gains in home equity
[Axios] Zelensky scrambles to avert disaster as Trump meets Putin
[Reuters] Trump's unusual Nvidia deal raises new corporate and national security risks, lawmakers and experts say
[Yahoo/Bloomberg] China Came Ready for This Trade Fight, and the US Has a Lot to Learn
[Reuters] Exclusive: US embeds trackers in AI chip shipments to catch diversions to China, sources say
[AP] European leaders to speak with Trump ahead of his Friday summit with Putin
[Yahoo/Reuters] Japan's wholesale inflation slows for 4th month in July
[Reuters] China's military says it 'drove away' US destroyer in waters of Scarborough Shoal
[Bloomberg] Bessent Urges Fed to Lower Rates by 150 Basis Points or More
[Bloomberg] Japan Five-Year Bond Sale Draws Weakest Demand Ratio Since 2020
[Bloomberg] Bessent Dismisses China Investing in US as Part of a Trade Deal
[Bloomberg] Private Equity’s Latest Financial Alchemy Is Worrying Investors
[Bloomberg] Americans Are Getting Priced Out of Homeowners
[Bloomberg] China’s New Loans Fell in July for First Time in Two Decades
[Bloomberg] China’s Property Crisis Hits New Low With Evergrande Delisting
[NYT] Trump’s Pick to Lead Labor Data Agency Adds to Fears of Political Interference
[NYT] Trump Has Made Himself Commander in Chief of the Chip Industry
[NYT] Companies Are Pouring Billions Into A.I. It Has Yet to Pay Off.
[NYT] Trump and Putin Could Decide Others’ Fates, Echoing Yalta Summit
[WSJ] The Partisan Economist Trump Wants to Oversee the Nation’s Data
[WSJ] Ahead of Trump-Putin Meeting, Zelensky Says He Won’t Exchange Land for Peace
[WSJ] Why China Loves and Fears Nvidia’s H20 Chip
[WSJ] Switzerland Asks Whether Its Famed Neutrality Is Fit for the Modern World
[FT] Investors are frogs in a Trumpian pot
[FT] No experts in the room: Donald Trump to meet Vladimir Putin after loss of Russia specialists
[FT] Oil market faces risk of ‘large overhang’ as Saudi pumps more, warns IEA
[CNBC] Stocks rise as S&P 500 and Nasdaq get set to build on record highs: Live updates
[Yahoo/Bloomberg] Volatility Gauges Sink to Year’s Lows Across Markets
[Yahoo/Bloomberg] Investors Jump Into Riskiest Assets After US Inflation Report
[Yahoo/Bloomberg] Bets on Outsize Fed Cut Gain Steam as CPI Data Backs Doves
[AP] ‘Crazy!!’: How Labor Statistics staff reacted to Trump firing commissioner after dismal jobs report
[CNBC] Trump considering 11 candidates for Fed chair, including David Zervos and Rick Rieder, sources say
[CNBC] How Big Tech is paying its way out of Trump’s tariffs
[CNBC] Weekly mortgage refinancing demand shoots 23% higher, with riskier loans making a comeback
[AP] Homeowners turn to cash-out refinancing to take advantage of big gains in home equity
[Axios] Zelensky scrambles to avert disaster as Trump meets Putin
[Reuters] Trump's unusual Nvidia deal raises new corporate and national security risks, lawmakers and experts say
[Yahoo/Bloomberg] China Came Ready for This Trade Fight, and the US Has a Lot to Learn
[Reuters] Exclusive: US embeds trackers in AI chip shipments to catch diversions to China, sources say
[AP] European leaders to speak with Trump ahead of his Friday summit with Putin
[Yahoo/Reuters] Japan's wholesale inflation slows for 4th month in July
[Reuters] China's military says it 'drove away' US destroyer in waters of Scarborough Shoal
[Bloomberg] Bessent Urges Fed to Lower Rates by 150 Basis Points or More
[Bloomberg] Japan Five-Year Bond Sale Draws Weakest Demand Ratio Since 2020
[Bloomberg] Bessent Dismisses China Investing in US as Part of a Trade Deal
[Bloomberg] Private Equity’s Latest Financial Alchemy Is Worrying Investors
[Bloomberg] Americans Are Getting Priced Out of Homeowners
[Bloomberg] China’s New Loans Fell in July for First Time in Two Decades
[Bloomberg] China’s Property Crisis Hits New Low With Evergrande Delisting
[NYT] Trump’s Pick to Lead Labor Data Agency Adds to Fears of Political Interference
[NYT] Trump Has Made Himself Commander in Chief of the Chip Industry
[NYT] Companies Are Pouring Billions Into A.I. It Has Yet to Pay Off.
[NYT] Trump and Putin Could Decide Others’ Fates, Echoing Yalta Summit
[WSJ] The Partisan Economist Trump Wants to Oversee the Nation’s Data
[WSJ] Ahead of Trump-Putin Meeting, Zelensky Says He Won’t Exchange Land for Peace
[WSJ] Why China Loves and Fears Nvidia’s H20 Chip
[WSJ] Switzerland Asks Whether Its Famed Neutrality Is Fit for the Modern World
[FT] Investors are frogs in a Trumpian pot
[FT] No experts in the room: Donald Trump to meet Vladimir Putin after loss of Russia specialists
[FT] Oil market faces risk of ‘large overhang’ as Saudi pumps more, warns IEA
[CNBC] Stocks rally after lighter-than-expected inflation data: Live updates
[CNBC] Consumer prices rise 2.7% annually in July, less than expected amid tariff worries
[Axios] Trump names new Bureau of Labor Statistics chief amid economic data turmoil
[Yahoo/Bloomberg] Trump Names Heritage’s EJ Antoni to Lead Bureau of Labor Statistics
[Yahoo/Reuters] US small business optimism up but uncertainty clouds outlook
[Yahoo/Bloomberg] China Urges Firms to Avoid Nvidia H20 Chips After Trump Ends Ban
[Yahoo/Reuters] European Union awaits US follow-up on trade deal promises
[Yahoo/Reuters] Switzerland wants binding Trump commitment on gold tariffs, lobby group says
[Axios] Inside Trump's power play for more control in D.C.
[AP] Australia’s central bank cuts interest rate for third time this year to 3.6%
[Bloomberg] Bessent on Tariffs, Deficits and Embracing Trump’s Economic Plan
[Bloomberg] Private Credit’s PIK Usage Nears Four-Year High, Lincoln Says
[Bloomberg] Bond Traders’ High Hopes for September Rate Cut Hinge on CPI
[Bloomberg] How Climate Change Is Fueling Stronger, Wetter and More Destructive Hurricanes
[NYT] Trump, Seeking Friendlier Economic Data, Names New Statistics Chief
[NYT] Gaming Out the Price of a Trump Trade Deal With China
[WSJ] Russia Has High Hopes for Trump-Putin Summit. Peace Isn’t One of Them.
[WSJ] With Billions at Risk, Nvidia CEO Buys His Way Out of the Trade Battle
[WSJ] U.S. Small Businesses Brush Off Tariff Fears
[WSJ] The Era of Big Raises for Low-Paid Workers Is Over
[WSJ] How Trump Is Expanding the Role of the American Military on U.S. Soil
[FT] Donald Trump picks Heritage economist to head US Bureau of Labor Statistics
[FT] What would a Miran Fed look like?
[FT] Beijing demands Chinese tech giants justify purchases of Nvidia’s H20 chips
[FT] What if Trump picks an inflation nutter for Fed chair?
[FT] The unprecedented feud between the US and Brazil
[FT] ‘Manipulative’ Putin vs ‘emotional’ Trump: what past summits reveal about Alaska meeting
[FT] The lines between monetary and fiscal policy have blurred
[FT] Japanese banks brace for another era of turbulence
[FT] Peso soars as ‘carry trade’ reignites after tariff delays
[CNBC] Stocks tick higher ahead of key inflation data expected this week: Live updates
[Axios] U.S. government imposes fee on Nvidia, AMD exports to China
[Yahoo/Bloomberg] Trump Bid for Cut of Nvidia, AMD Revenue Risks ‘Dangerous World’
[Axios] White House roils markets with giant tariff revisions
[Yahoo/Bloomberg] US Consumers to Bear Brunt of Tariff Hit, Goldman Economists Say
[Yahoo/Bloomberg] Small US Firms Paying Trump Tariffs Face $202 Billion Annual Hit
[Axios] The 8 unanswered questions in Trump's trade war
[Yahoo/Reuters] Gold Council awaiting U.S. clarity on gold bar tariffs, Barrick CEO says
[Yahoo/Reuters] Tariff inflation worry, debt deluge to prop up longer-term US Treasury yields
[Axios] Historic flash floods hit Milwaukee as Midwest faces heavy rains threat
[Politico] Zelenskyy warns of Russian deception as Putin-Trump talks loom
[Bloomberg] US Consumers Will Bear the Brunt of Tariff Costs, Goldman Says
[Bloomberg] Private Credit Losers Emerge From Ruins of German Property Bust
[NYT] Small Businesses Brace for the Punishing Side Effects of Trump’s Tariffs
[WSJ] The U.S. Marches Toward State Capitalism With American Characteristics
[WSJ] A New Generation of ‘Buy the Dip’ Investors Is Propping Up the Market
[WSJ] American Companies Are Buying Their Own Stocks at a Record Pace
[WSJ] The Engineering Marvel That China Hopes Will Help Wean It Off Foreign Energy
[FT] Small businesses raise prices as Trump’s tariffs hit Main Street
[FT] Trump, Putin and the future of Ukraine
[FT] Pimco chief signals caution over private markets
[FT] China has its own concerns about Nvidia H20 chips
[FT] Big Oil heeds call to ‘drill, baby, drill’ as green transition slows
[FT] US is planning new sanctions on Brazil, says Jair Bolsonaro’s son
[FT] How Pakistan wooed Trump — and rattled India
[Reuters] Europe stresses need to protect Ukrainian interests ahead of Trump-Putin talks
[Yahoo/Reuters] Chinese state media says Nvidia H20 chips not safe for China
[Yahoo/Reuters] US Fed's Bowman: Latest jobs data stiffens support for three rate cuts in 2025
[Reuters] Trump's 401(k) order offers retirement savers crypto, private assets, but also higher fees and more risk
[Yahoo/Bloomberg] Everything’s Expensive. There’s Nowhere to Hide: Credit Weekly
[Reuters] Kallas says any deal between US and Russia must include Ukraine and EU
[Reuters] Zelenskiy thanks Europe for its support as Kyiv seeks place at table with Trump and Putin
[Bloomberg] US Inflation to Rise as Higher Tariffs Feed Through
[Bloomberg] Carry Traders Ramp Up Bets in Emerging Markets as Fed Cuts Loom
[Bloomberg] Lula, Putin Discuss Stronger Brazil-Russia Ties in Phone Call
[Bloomberg] Ukraine Says It Strikes Russia’s Large Saratov Oil Refinery
[NYT] Private Equity in Your 401(k). What Could Go Wrong?
[WSJ] Trump’s Tariffs Won’t Solve U.S. Chip-Making Dilemma
[WSJ] Sudden Fed Resignation Surprised Colleagues and Gave Opening for Trump
[WSJ] How Rich Are the 1% of ‘The Gilded Age’ in 2025?
[WSJ] Billions Flow to New Hedge Funds Focused on AI-Related Bets
[FT] European allies back Ukraine’s borders after Donald Trump floats land swap with Russia
[FT] China wants US to relax export controls on chips as part of trade deal
[FT] Donald Trump exposes US retirees to new world of risk with 401k order
[AP] Zelenskyy rejects formally ceding Ukrainian territory, says Kyiv must be part of any negotiations
[Yahoo/Bloomberg] Meta’s $29 Billion Deal Marks Key Moment for Private Credit
[Axios] Trump's China gamble
[CNN] Trump made his MAGA Fed pick. His next choice will be far more consequential
[Yahoo/Bloomberg] Traders Are Fleeing Stocks Feared to Be Under Threat From AI
[AP] Nagasaki marks 80th A-bomb anniversary as survivors put hopes of nuclear ban in the hands of youth
[NYT] Zelensky Rejects Ceding Territory to Russia After Trump Suggests a Land Swap
[NYT] Layoffs? Price Increases? Companies Make Hard Choices as Trump’s Tariffs Set In.
[NYT] Trump Is Building a Maximalist Government
[NYT] Chatbots Can Go Into a Delusional Spiral. Here’s How It Happens.
[WSJ] Putin Tells U.S. He’ll Halt War in Exchange for Eastern Ukraine
[WSJ] Inside the Trump Administration’s Strong-Arm Trade Negotiations
[WSJ] Why Poor Nations Got Hit With Higher Tariffs Than Rich Ones
[WSJ] Trump Preparing IPO for Fannie Mae and Freddie Mac Later This Year
[WSJ] The Cities Offering Thousands of Dollars to Convince Workers to Move
[WSJ] Gerrymandering by Both Parties Is Deepening America’s Political Divide
[FT] Zelenskyy rejects Trump suggestion that Ukraine will give up territory
[FT] Swiss gold industry in crosshairs after US tariff debacle
[Ft] US high-grade corporate bond market notches up biggest inflows since 2020
Q4 Review - 2023 Preview
Thursday, January 19, 2023 – 4:00pm Eastern / 2:00pm Mountain
David McAlvany
Doug Noland
Credit Bubble Weekly
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