Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[Yahoo/Bloomberg] US Stock Futures Drop on Latest Trump Tariff Salvo: Markets Wrap
[Yahoo/Reuters] Stocks and dollar dip as Trump's spending bill passes, trade deal deadline nears
[Yahoo/Bloomberg] Trump Plans to Start Notifying Countries of US Tariffs Up to 70%
[Yahoo/Bloomberg] Jane Street Curbed in India After $4.3 Billion Trading Gain
[CNBC] Jane Street barred from Indian markets as regulator freezes $566 million over Nifty 50 manipulation claims
[Yahoo/Reuters] Factbox-What is Jane Street, the US trading firm facing heat in India?
[Yahoo/Bloomberg] China Adviser Says Time ‘Running Out’ to Set Up Xi-Trump Meeting
[AP] Russia hammers Kyiv in largest missile and drone barrage since war in Ukraine began
[Reuters] Ukraine's drones damage power infrastructure in Sergiyev Posad near Moscow, Russia says
[Yahoo/Bloomberg] S&P 500 Is a Touch Away From Triggering Sell Signal, BofA Says
[Bloomberg] Traders on Edge as India's Regulator Temporarily Bars Jane Street
[WSJ] Trump Says Tariff Letters Imminent, Unsettling Markets
[WSJ] Wall Street Worries as Crisis-Level Deficits Become the Government’s Default Mode
[WSJ] How Trump Got His ‘Big, Beautiful Bill’ Across the Finish Line
[WSJ] Putin Plots Summer of Relentless Attacks on Ukraine
[WSJ] U.N. Pulls Nuclear Inspectors Out of Iran for Safety Reasons
[WSJ] The Yellow Sea Is the New Flashpoint for China’s Regional Power Play
[FT] Trump to step up tariff pressure with letters to trade partners on new rates
[FT] Donald Trump tightens grip on power with ‘big, beautiful’ policy triumph
[FT] The details of Jane Street’s alleged ‘sinister scheme’ in India
[FT] Saudi Arabia sticks with Iran after Israel war
[Yahoo/Bloomberg] US Stock Futures Drop on Latest Trump Tariff Salvo: Markets Wrap
[Yahoo/Reuters] Stocks and dollar dip as Trump's spending bill passes, trade deal deadline nears
[Yahoo/Bloomberg] Trump Plans to Start Notifying Countries of US Tariffs Up to 70%
[Yahoo/Bloomberg] Jane Street Curbed in India After $4.3 Billion Trading Gain
[CNBC] Jane Street barred from Indian markets as regulator freezes $566 million over Nifty 50 manipulation claims
[Yahoo/Reuters] Factbox-What is Jane Street, the US trading firm facing heat in India?
[Yahoo/Bloomberg] China Adviser Says Time ‘Running Out’ to Set Up Xi-Trump Meeting
[AP] Russia hammers Kyiv in largest missile and drone barrage since war in Ukraine began
[Reuters] Ukraine's drones damage power infrastructure in Sergiyev Posad near Moscow, Russia says
[Yahoo/Bloomberg] S&P 500 Is a Touch Away From Triggering Sell Signal, BofA Says
[Bloomberg] Traders on Edge as India's Regulator Temporarily Bars Jane Street
[WSJ] Trump Says Tariff Letters Imminent, Unsettling Markets
[WSJ] Wall Street Worries as Crisis-Level Deficits Become the Government’s Default Mode
[WSJ] How Trump Got His ‘Big, Beautiful Bill’ Across the Finish Line
[WSJ] Putin Plots Summer of Relentless Attacks on Ukraine
[WSJ] U.N. Pulls Nuclear Inspectors Out of Iran for Safety Reasons
[WSJ] The Yellow Sea Is the New Flashpoint for China’s Regional Power Play
[FT] Trump to step up tariff pressure with letters to trade partners on new rates
[FT] Donald Trump tightens grip on power with ‘big, beautiful’ policy triumph
[FT] The details of Jane Street’s alleged ‘sinister scheme’ in India
[FT] Saudi Arabia sticks with Iran after Israel war
[CNBC] Stocks pop after a better-than-expected June jobs report: Live updates
[Yahoo/Bloomberg] Japanese Bond Yields Move Higher Despite Smooth 30-Year Sale
[Yahoo/Bloomberg] Long Bonds the World Over Face Intense Trader Scrutiny Once More
[Yahoo/Bloomberg] Oil Declines With Trade Deal Progress, OPEC+ Decision in Focus
[Yahoo/Reuters] Traders pare bets on Fed rate cuts after jobs report
[AP] US employers added a surprising 147,000 jobs last month despite uncertainty over economic policy
[AP] U.S. applications for jobless aid fell to 233,000 last week as layoffs remain low
[AP] House GOP struggles to win over holdouts on Trump’s tax bill in late-night session
[Axios] GOP breaks record for longest House vote with "big, beautiful bill"
[Yahoo/Bloomberg] US Lifts Chip Design Software Curbs on China in Trade Deal
[Yahoo Finance] Trump: Fed's Powell 'should resign immediately'
[Yahoo/Reuters] The bond vigilantes are resting, for now
[Yahoo/Bloomberg] Trump’s Vietnam Deal Shows China Tariffs Won’t Fall Much Further
[Yahoo/Bloomberg] Trump Aims to Shut Trade Loopholes China Uses to Evade Tariffs
[Bloomberg] Powell Silence on His Future Complicates Trump Fed Chair Search
[Bloomberg] Authers: Independence Is the Worst Form of Central Banking
[Bloomberg] China Vows Retaliation If It’s Hurt by US-Vietnam Trade Deal
[Bloomberg] US-Led Trade War Threatens a Global Economic Setback
[Bloomberg] Trump’s Vietnam Deal Stokes Asia Concern as Trade Deadline Looms
[Bloomberg] Japan Dodges Bond Market Dangers With Successful 30-Year Sale
[Bloomberg] Lee Says Unsure South Korea Can Land US Trade Deal by Deadline
[Bloomberg] China Services Activity Weakens to 9-Month Low in New Hurdle
[NYT] Trump Wants the World to Squeeze Out China. He’s Starting With Vietnam.
[NYT] Tax Cuts Now, Benefit Cuts Later: The Timeline in the Republican Megabill
[WSJ] Trump’s Megabill Set for Final House Vote as GOP Holdouts Relent
[WSJ] BOJ Should Stand Ready to Hike Rates, Board Member Takata Says
[FT] Das: The trades that will shape a new financial crisis
[FT] China criticises Donald Trump’s trade deal with Vietnam
[FT] Copper prices surge as traders rush to beat Trump tariffs
[FT] ECB officials question whether euro has strengthened too much
[CNBC] S&P 500 slips after unexpected decline in private payrolls data: Live updates
[Yahoo/Bloomberg] Oil Extends Gain With US Stockpiles and OPEC+ Decision in Focus
[AP] House Republicans race toward a final vote on Trump’s tax bill, daring critics to oppose
[Yahoo/Reuters] US private payrolls unexpectedly decrease in June; layoffs remain low
[Yahoo/Bloomberg] ‘Irrational Exuberance’ Stock Gauge Sparks Fresh Bubble Worries
[Reuters] Morning Bid: Markets sit tight for trade progress
[Yahoo/Bloomberg] Trump’s 35% Tariff Threat Feeds Japan’s Worst-Case Scenario Fear
[Yahoo/Bloomberg] Beijing Braces for US Trade Deals That Seek to Shut Out China
[Yahoo/Bloomberg] Traders’ Fear of Missing Out on Stock Gains Outweighs Tariff Concerns
[CNBC] Homeowner’s insurance premiums vary widely from state to state, but they are all going up
[Bloomberg] House Republican Hardliners Warn of a Delay to Tax Vote
[Bloomberg] California Is Running Out of Safe Places to Build Homes Due to Fires, Rising Seas
[Bloomberg] Manhattan Home Sales Surge 17% With Cash Buyers Leading the Way
[WSJ] China Is Quickly Eroding America’s Lead in the Global AI Race
[Bloomberg] Gold Holds Gains as Trump Tax Bill Stokes US Deficit Concerns
[NYT] Despite Pressure From Trump, Powell Remains Patient on Rate Cuts
[NYT] How Immigration Could Muddy the Jobs Numbers
[WSJ] What’s in the Trump Tax Bill Passed by the Senate?
[WSJ] Trump Said Trade Deals Would Come Easy. Japan Is Proving Him Wrong.
[WSJ] Thought Markets Were Volatile Already? Watch Out.
[FT] European junk bond sales hit record as investors cut US exposure
[FT] Sabotage suspected as mystery blasts hit oil tankers
[FT] UK bonds slump on doubts over Reeves’ future after tearful PMQs
[CNBC] Stocks slip to kick off second half of 2025, Tesla shares drop: Live updates
[Yahoo/Bloomberg] Treasury Yields Drop to Lowest Level in Two Months Before Powell Speaks
[AP] Senate grinds to a standstill as Republicans struggle with Trump’s big bill
[Reuters] US manufacturing mired in weakness as tariffs bite
[Reuters] US job openings unexpectedly rise in May, hiring falls
[Reuters] Rare earth magnet users jolted into paying premium prices for ex-China supply
[Yahoo/Bloomberg] Homes Are Taking Longer to Sell in US Markets That Once Flourished
[Yahoo/Bloomberg] Japan’s Trade Strategy Tested as Trump Pushes for Quick Deals
[Axios] Trump says DOGE may "go back and eat Elon"
[Yahoo/Reuters] China's factory activity returns to growth in June, Caixin PMI shows
[AP] Iran assesses the damage and lashes out after Israeli and US strikes damage its nuclear sites
[Bloomberg] Bessent Says US Hopes to See China Magnets Flow at ‘Faster Rate’
[Bloomberg] Trump Says He’ll Have to ‘Take a Look’ at Deporting Musk
[Bloomberg] Taiwan Life Insurers Caught in Dilemma With Costly FX Hedges
[Bloomberg] Europe’s Junk Bonds Cap Record Month With €22.5 Billion of Sales
[WSJ] Republicans’ Effort to Pass Megabill Stretches Into a New Day
[WSJ] Republicans Charge Ahead With Megabill’s Fate Uncertain
[WSJ] The Worst Housing Market in America Is Now Florida’s Cape Coral
[WSJ] A Hot New Firm Opened the Private Market to the Little Guy. Now It Is in Big Trouble.
[FT] When the president wants a ‘low rates guy’
[FT] Taiwan’s currency jumps as life insurers rush to hedge against weak US dollar
[FT] EU toughens stance on Donald Trump’s tariffs as deadline looms
[FT] Japan digs in on rice and cars as trade talks with US stall
[Yahoo/Bloomberg] Stocks rise after S&P 500 notches a fresh record high: Live updates
[Yahoo/Bloomberg] Gold Edges Up as Traders Weigh Trump Tax Bill, US Trade Talks
[Yahoo/Reuters] Oil falls on prospect of more OPEC+ supply, easing risks in Mideast
[AP] Senate Republicans are in a sprint on Trump’s big bill after a weekend of setbacks
[Reuters] Trump's 'big, beautiful' bill set to further tarnish Treasuries' lustre overseas
[CNBC] Canada rescinds Digital Services Tax after Trump cuts off U.S. trade talks
[Yahoo/Bloomberg] China Home Sales Slump Persists as Calls Grow for More Stimulus
[Bloomberg] Boom-and-Bust Oil Puts Houston at Center of Real Estate Crisis
[Bloomberg] Hong Kong’s Last Active Pro-Democracy Group Folds After 19 Years
[Bloomberg] China’s Scorching Heat Poses Summer Test for Electricity Grid
[WSJ] As Trade Deadline Nears, Europe Preps for a Scant Outline of a Deal
[WSJ] Trump Wants America to Make iPhones. Here’s How India Is Doing It.
[FT] US dollar suffers worst start to year since 1973
[FT] China’s tighter export controls squeeze wider range of rare earths
[FT] Hedge funds seek to expand into private credit
[FT] ECB warns AI and geopolitics make inflation fight tougher
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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