Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[Reuters] Wall St Week Ahead Investors hope for 'Santa Claus' rally as stocks lose steam
[Axios] Biden signs bill funding government through March, averting shutdown
[Yahoo Finance] Wall Street reevaluates 'higher for longer' rates post Fed meeting: What to know this week
[Reuters] Trump says he might demand Panama hand over canal
[Yahoo/Bloomberg] China Property Flare-Ups Resurface as Crisis Enters Fifth Year
[WSJ] These Are the Wildest, Weirdest Stock-Market Prices We’ve Ever Seen
[WSJ] The Week the GOP’s High Hopes Collided With Reality
[FT] How 2024 reordered the Middle East
[Reuters] Wall St Week Ahead Investors hope for 'Santa Claus' rally as stocks lose steam
[Axios] Biden signs bill funding government through March, averting shutdown
[Yahoo Finance] Wall Street reevaluates 'higher for longer' rates post Fed meeting: What to know this week
[Reuters] Trump says he might demand Panama hand over canal
[Yahoo/Bloomberg] China Property Flare-Ups Resurface as Crisis Enters Fifth Year
[WSJ] These Are the Wildest, Weirdest Stock-Market Prices We’ve Ever Seen
[WSJ] The Week the GOP’s High Hopes Collided With Reality
[FT] How 2024 reordered the Middle East
[Yahoo/Bloomberg] Stocks, Bonds Decline for the Week After Fed Pivot: Markets Wrap
[AP] Government funding bill clears Congress and heads to President Biden, averting a shutdown
[Axios] Mike Johnson's magic debt ceiling promise
[Yahoo/WSJ] America’s Chip War With China Will Spread
[Yahoo/Bloomberg] Tiny But Vital Metal Markets Rush to Adjust to Chinese Clampdown
[Yahoo/Bloomberg] Musk’s Trump Trade Makes Tesla a Winner With $570 Billion Rally
[Yahoo Finance] Why a housing market 'thaw' never came in 2024
[Reuters] Exclusive: Fed's Barr seeks legal advice amid speculation Trump might remove him, sources say
[NYT] From Inflation to Bitcoin, 9 Charts That Explain 2024
[WSJ] The Next Great Leap in AI Is Behind Schedule and Crazy Expensive
[WSJ] America’s Farm Recession Is Here. One Early Response Is Sending Billions to Farmers.
[WSJ] The Global Hunt for Putin’s ‘Sleeper Agents’
[FT] Time is running out for Canada’s Justin Trudeau
[Yahoo/Bloomberg] US Stocks Extend Losses as Volatility Spikes: Markets Wrap
[Yahoo/Bloomberg] Oil Falls for Second Day on Fed’s Slower Path and Tariff Risks
[Yahoo/Bloomberg] EM Central Banks Ramp Up Currency Defense as Dollar Surges Ahead
[Yahoo/Bloomberg] Japan Warns on Yen After BOJ’s Dovish Message Extends Slide
[Yahoo/Bloomberg] China One-Year Bond Yield Sinks to 1% for First Time Since 2009
[AP] House rejects Trump-backed plan on government shutdown, leaving next steps uncertain
[CNN] Live Updates: Government shutdown looms after Trump-backed bill fails
[AP] Federal Reserve’s preferred inflation gauge shows price pressures eased last month
[Yahoo/Reuters] US equity funds saw biggest net outflows in 15 years ahead of Fed decision
[Yahoo/Reuters] Global equity funds faced huge outflows ahead of Fed decision
[Yahoo/Bloomberg] ‘Everybody Wants to Be My Friend’: Trump Marvels at Tech Titan Attention
[Yahoo/Bloomberg] Twin Boom-and-Bust Hits $10 Trillion ETF Industry in Overdrive
[Yahoo/Bloomberg] SPAC Kings Who Delivered 99% Losses Are Raising Billions Again
[Yahoo/Bloomberg] BofA Strategist Hartnett Sees Shaky Sentiment as Fed Pivot Rattles Bulls
[Yahoo/Bloomberg] Brazil’s Central Bank Burns $17 Billion in Reserves to Lift Real
[Yahoo/Bloomberg] Brazil Congress Close to Deliver a Diluted Spending Cut Plan
[Yahoo/Bloomberg] Analysis-BOJ bids final farewell to Kuroda's radical policy experiment
[Bloomberg] Trump-Backed US Funding Plan’s Failure Showcases GOP Fissures
[Bloomberg] There Seems to Be No Limit to How Expensive US Homes Can Get
[Bloomberg] UK Bond Yields Head for 26-Year High With BOE Rate Path in Doubt
[WSJ] House Rejects GOP Plan Backed by Trump as Government Barrels Toward Shutdown
[WSJ] More Men Are Addicted to the ‘Crack Cocaine’ of the Stock Market
[FT] US government shutdown looms after House rejects Donald Trump-backed funding bill
[FT] Tett: A fiscal fight is brewing in the court of Donald Trump
[FT] Inside Wall Street’s booming $1tn ‘synthetic risk transfer’ phenomenon
[FT] China’s short-term bond yields fall below 1% for first time since 2009
[Yahoo/Bloomberg] US Stocks Stage Recovery After Fed Day Selloff: Markets Wrap
[Yahoo/Bloomberg] Yen Slides More Than 1% to Weakest Since July on Ueda Comments
[Yahoo/Bloomberg] PBOC Offers Strongest Yuan Support Since July After Dollar Gains
[Yahoo/Reuters] South Korean won hits 15-year low as hawkish Fed, domestic politics weigh
[Yahoo/Bloomberg] Asian Central Banks Start Pushback as Fed Shift Hits Currencies
[AP] US applications for unemployment benefits come back down after last week’s big rise
[AP] U.S. economy grows at 3.1% pace in third quarter, an upgrade from previous estimate
[AP] Trump brings chaos back to Washington by attempting to kill bipartisan budget deal with Musk’s help
[Yahoo Finance] Government shutdown odds are rising. Economic experts aren’t panicking (yet).
[Axios] Behind the Curtain: Musk's America
[Yahoo/Bloomberg] Private Credit Looks to Consumers, Infrastructure for Next Stage
[Yahoo/Reuters] Dealmakers eye $4 trillion-plus M&A haul in 2025 on Trump boost
[Yahoo/Bloomberg] BOJ Stands Pat as Dissenter’s Rate Hike Proposal Voted Down
[Yahoo/Bloomberg] Lula’s Powerless Aides Let Currency Panic Go Unchecked in Brazil
[Yahoo/Bloomberg] Brazil Congress Again Waters Down Fiscal Plan as Real Sinks
[Yahoo/Bloomberg] BOE Keeps Rates Unchanged Even as Three Officials Back Cut
[Yahoo/Bloomberg] France to Push Ahead With €300 Billion Bond Plan Without Budget
[Reuters] New Zealand sinks into recession, more rate cuts coming
[AP] Macao's casino boom brings wealth but at a cost, 25 years since China's takeover
[Bloomberg] Trump, Musk Threaten US Shutdown and Shake Up Republican Party
[Bloomberg] UK Weighs Donation Cap to Stymie Farage’s Pursuit of Musk Money
[NYT] Why the Specter of Trump Hangs Over the Fed, Congress and the Markets
[WSJ] Musk Draws First Blood With Spending Bill Bombshell
[WSJ] They Look Like CDs, but They’re Annuities—and Sales Are Booming
[WSJ] Putin Signals No Rush to End Ukraine War in Marathon TV Appearance
[FT] Donald Trump’s presidency looms over the Federal Reserve
[FT] Donald Trump’s pledges seep into Federal Reserve’s outlook
[FT] Does the Fed know it’s Christmas time at all?
[FT] Dealmakers bet that Trump will fuel mega-deal rebound
[FT] Stop pushing Zelenskyy into peace talks, warns EU’s top diplomat
[Yahoo/Bloomberg] Stocks Rebound in Countdown to Fed Rates Decision: Markets Wrap
[Yahoo/Bloomberg] Oil Rises on Expectations of Sharp US Crude Stockpile Decline
[Yahoo/Bloomberg] China Pushes Back Against Bond Frenzy, Sends Yields Climbing
[Yahoo/Bloomberg] Cocoa soars above $12,000 to reach fresh record on supply fears
[Reuters] Morning Bid: Fed looms and Europe gets inflation data
[AP] Federal Reserve is set to cut key rate but consumers might not feel much benefit anytime soon
[Yahoo/Bloomberg] Fed expected to combine interest rate cut with hawkish 2025 outlook
[Yahoo/Reuters] Powell has a long to-do list for his last full year as Fed chief
[Axios] Biden ratchets up AI chip war with China
[CNBC] Mortgage demand drops for the first time in 5 weeks, after interest rates rise
[Yahoo/Bloomberg] US ports brace for perfect storm as tariff threats scramble supply chains
[Reuters] BOJ's rate hike debate shifts from 'when?' to 'how high?'
[Yahoo/Bloomberg] Traders Scale Back BOE Rate-Cut Bets After Inflation Stays High
[Bloomberg] US Housing Starts Fall to Four-Month Low on Multifamily Decline
[Bloomberg] Trump Team’s 100-Day Plan Shows EV Policy Stripped of Rebates
[Bloomberg] Turkey-Backed Syria Forces Aim to Push on Against Kurdish Groups
[Bloomberg] Silicon Valley’s Secondary Markets Are Bigger Than Ever
[Bloomberg] Domino Theory of Norms Spells Doom for US Politics
[Bloomberg] We’re Burning More Coal Than Ever Thanks to China
[NYT] What to Watch as the Fed Makes Its Final 2024 Rate Decision
[WSJ] Short-Term Loans Get Just What They Need: A Long-Term Commitment
[WSJ] This Year’s Biggest News Stories, From Wars to the Election to AI, as Told by WSJ
[WSJ] Killing of Top Russian General Is a Message From Ukraine: You Aren’t Safe—Even at Home
[FT] Brazil currency rout risks worsening unless Lula delivers fiscal reforms
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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