Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[Yahoo/Bloomberg] Stocks Stall on Trump’s New Tariff Salvo: Markets Wrap
[Yahoo/Bloomberg] Gold edges higher as surge in ETF holdings continues
[Yahoo/Reuters] Oil Extends Rebound After Trump Heightens Pressure on Venezuela
[Yahoo/Bloomberg] Indonesian Rupiah Falls to Lowest Since Asian Financial Crisis
[Yahoo/Reuters] US consumers slow spending as inflation bites, Synchrony says
[Axios] Congress lines up to grill Trump officials on secret Signal chat
[Yahoo/Bloomberg] Alibaba’s Tsai Warns of a ‘Bubble’ in AI Data Center Buildout
[Yahoo/Bloomberg] Turkey Officials Move to Calm Markets After Imamoglu Arrest
[Yahoo/Bloomberg] Trump Cabinet Messaging Breach Confirms Fears of European Allies
[Politico] Danish PM condemns Trump team over imminent Greenland visit
[Axios] Canada joins other countries in updating travel advisories for U.S.
[BBC] Live Updates: US defence secretary calls Europe 'pathetic' in air strike chat accidentally shared with reporter
[Bloomberg] Authers: Liberation Day Will Expose the Bark Vs. Bite Ratio
[Bloomberg] Investors Take More Downside Risk in Emerging-Market Debt Deals
[Bloomberg] Why 5G Is an Expensive Flop
[NYT] Leaked War Plans, and the Trouble with Off-channel Messaging
[NYT] PBS and NPR Prepare for Showdown With Congress
[WSJ] Trade War Explodes Across World at Pace Not Seen in Decades
[WSJ] Elite US law firms brace for more retaliation from Donald Trump
[WSJ] Canadians Are Boycotting American Vacations
[WSJ] Turkey’s Erdogan Blames Opposition for Violent Protests
[WSJ] Trump Prompts European Calls for a Homegrown Nuclear Umbrella
[WSJ] China’s Central Bank Tweaks Lending Tool in Sign of Policy Shift
[FT] Donald Trump considers two-step tariff regime on April 2
[FT] ‘Remarkable sloppiness’: Trump officials’ chat breach shakes Washington
[FT] Greenland’s government hits back at Donald Trump over US visit to Arctic island
[FT] China is suffering its own ‘China shock’
[FT] Chinese developer Sunac unveils unprecedented 2nd restructuring
[Yahoo/Bloomberg] Stocks Stall on Trump’s New Tariff Salvo: Markets Wrap
[Yahoo/Bloomberg] Gold edges higher as surge in ETF holdings continues
[Yahoo/Reuters] Oil Extends Rebound After Trump Heightens Pressure on Venezuela
[Yahoo/Bloomberg] Indonesian Rupiah Falls to Lowest Since Asian Financial Crisis
[Yahoo/Reuters] US consumers slow spending as inflation bites, Synchrony says
[Axios] Congress lines up to grill Trump officials on secret Signal chat
[Yahoo/Bloomberg] Alibaba’s Tsai Warns of a ‘Bubble’ in AI Data Center Buildout
[Yahoo/Bloomberg] Turkey Officials Move to Calm Markets After Imamoglu Arrest
[Yahoo/Bloomberg] Trump Cabinet Messaging Breach Confirms Fears of European Allies
[Politico] Danish PM condemns Trump team over imminent Greenland visit
[Axios] Canada joins other countries in updating travel advisories for U.S.
[BBC] Live Updates: US defence secretary calls Europe 'pathetic' in air strike chat accidentally shared with reporter
[Bloomberg] Authers: Liberation Day Will Expose the Bark Vs. Bite Ratio
[Bloomberg] Investors Take More Downside Risk in Emerging-Market Debt Deals
[Bloomberg] Why 5G Is an Expensive Flop
[NYT] Leaked War Plans, and the Trouble with Off-channel Messaging
[NYT] PBS and NPR Prepare for Showdown With Congress
[WSJ] Trade War Explodes Across World at Pace Not Seen in Decades
[WSJ] Elite US law firms brace for more retaliation from Donald Trump
[WSJ] Canadians Are Boycotting American Vacations
[WSJ] Turkey’s Erdogan Blames Opposition for Violent Protests
[WSJ] Trump Prompts European Calls for a Homegrown Nuclear Umbrella
[WSJ] China’s Central Bank Tweaks Lending Tool in Sign of Policy Shift
[FT] Donald Trump considers two-step tariff regime on April 2
[FT] ‘Remarkable sloppiness’: Trump officials’ chat breach shakes Washington
[FT] Greenland’s government hits back at Donald Trump over US visit to Arctic island
[FT] China is suffering its own ‘China shock’
[FT] Chinese developer Sunac unveils unprecedented 2nd restructuring
[Yahoo/Bloomberg] Stocks Rally as Traders Dive Back Into Tech: Markets Wrap
[Yahoo/Bloomberg] Emerging-Market Assets Rebound on Signs of Targeted Tariffs
[Yahoo/Bloomberg] Lira Pressured as Turkish Officials Seek to Ramp Up Defenses
[Reuters] Morning Bid: Tariff exclusion hopes prop up markets
[Reuters] US and Russia talk about Ukraine war, eye a Black Sea ceasefire
[Yahoo/Bloomberg] Xi Must Stop Fentanyl Flow Before Tariff Talks, Trump Ally Says
[Yahoo/Bloomberg] Erdogan Bets World Will Turn a Blind Eye to Turmoil in Turkey
[Reuters] Turkey detains more than 1,000 in protests since Istanbul mayor's arrest, minister says
[Axios] Trump moves closer to court crisis
[AP] 2 months into Trump’s second administration, the news industry faces challenges from all directions
[Yahoo/Bloomberg] Big Startup Deals Soar to $55 Billion, Passing Quarterly Record
[Yahoo/Bloomberg] Unusual Spike in Equity-Funding Costs Squeezes Smart-Money Crowd
[Yahoo/Bloomberg] A Credit ‘Reckoning’ Is Here as Complacency Fades, Khosla Says
[Yahoo/Bloomberg] Spec Homes Sitting on the Market Pose Potential Economic Drag
[Yahoo/Bloomberg] China Saves Fiscal Power for Trade War as Spending Progress Lags
[Reuters] Euro zone economy growth accelerates to seven-month high in March, PMI shows
[NYT] U.S. Could Run Out of Cash by July, Analysis Finds
[NYT] Trump, Big Law, and an ‘Existential Crisis’
[WSJ] EU Trade Chief to Meet U.S. Counterparts in Washington
[WSJ] Universities Sprint from ‘We Will Not Cower’ to Appeasing Trump
[FT] Trump’s economic and political threat to Mexico
[FT] Taking on Erdoğan: protesters rise up against Turkey’s president
[FT] From Berlin to Tokyo, the fears of a new nuclear arms race
[FT] Japan has not yet conquered deflation, finance minister warns
[FT] Nobel chief warns of growing threat to science and free inquiry
[FT] The end of American exceptionalism goes way beyond Trump
[Yahoo Finance] The Fed's preferred inflation gauge and tariff talk: What to know this week
[Yahoo/Bloomberg] Sticky US Inflation and Tariffs Are Keeping the Fed Sidelined
[Yahoo/Bloomberg] US chaos helps to pull China debt out of doldrums
[BBC] Trump envoy dismisses Starmer plan for Ukraine
[Reuters] Chinese premier warns of 'rising instability' at key business forum
[Yahoo/Bloomberg] Turkey Jails Erdogan’s Top Political Rival, Risking More Unrest
[Yahoo/Bloomberg] Turkey Central Bank, Lenders to Discuss Market Unrest Sunday
[Bloomberg] China Says It’s Prepared for Greater Shocks as US Tariffs Loom
[Bloomberg] Australia Treasurer Warns of ‘Seismic’ US Global Economic Shock
[Bloomberg] US Hopes for Ukraine Peace Deal as Putin Seems in No Hurry
[Bloomberg] Trump Says Efforts to Contain War in Ukraine ‘Under Control’
[NYT] Who Will Defend the Defenders of the Constitution?
[WSJ] Ukrainians Don’t Trust Russia on Cease-Fires, as the Killing Usually Doesn’t Stop
[FT] Turkey detains hundreds of protesters as demonstrations over mayor’s arrest intensify
[FT] China says it is ready for ‘shocks’ as fresh Trump tariffs loom
[FT] Ukrainians rally around Zelenskyy after bruising Trump encounter
[CNBC] Trump says ‘there’ll be flexibility’ on reciprocal tariffs
[Yahoo/Bloomberg] Fannie, Freddie Speculation Mounts on Bessent Remark On Sovereign Wealth Fund
[Reuters] Donald Trump and John Roberts: A president, a chief justice and a judiciary under pressure
[AP] 3 people killed in Russian attacks on Ukraine’s Zaporizhzhia despite limited truce
[Reuters] Exclusive: Some European officials weigh if they can rely on Fed for dollars under Trump
[Reuters] Istanbul mayor Imamoglu denies terrorism charges, court document shows
[Politico] Why Zelenskyy won’t wear a suit
[Politico] Italy’s Starlink talks at ‘standstill’ amid Musk outrage, minister says
[Bloomberg] France Gets Budget Warning as DBRS Turns Negative on Rating
[Bloomberg] Carney Unveils Canada Tariff Relief, ‘Nation Building’ Reforms
[Bloomberg] China Discloses Powerful Deep-Sea Cable Cutter, SCMP Reports
[WSJ] Small Businesses Are Running Out of Moves in Trump’s Trade War
[WSJ] China Explores Limiting Its Own Exports to Mollify Trump
[WSJ] Trump Toys With the Supreme Court
[WSJ] Trump Administration Disbands Two Expert Committees on Economic Statistics
[WSJ] From ‘Woke’ Colleges to Hunter Biden and Big Law: Trump’s Week of Settling Scores
[FT] Can the dollar remain king of currencies?
[FT] Czech Republic to rescue Radio Free Europe after Donald Trump funding cuts
[Yahoo/Bloomberg] Stocks Slip as Company Results Add to Tariff Gloom: Markets Wrap
[Yahoo/Reuters] Gold set for third week of gains on global uncertainties, rate cut hopes
[Yahoo/Reuters] Oil set for weekly gain on Iran sanctions, OPEC+ plan to rein in overproduction
[Yahoo/Bloomberg] Lira Heads for Worst Weekly Drop Since 2023 Amid Turkey Tumult
[Reuters] Morning Bid: Glum end to markets week as tariffs loom
[Yahoo/Bloomberg] Trump’s ‘Big One’ on Tariffs Has Emerging-Market Traders on Edge
[Axios] Americans' job anxiety soars to highest level in 10 years
[Yahoo/Reuters] Hedge fund pessimism over Wall Street hits 5-year high, Goldman says
[Yahoo/Bloomberg] Money-Losing Retail Crowd Keeps Buying Stocks as Market Teeters
[Yahoo/Bloomberg] BofA says tariff risk dismissed as stocks get ‘monster’ inflows
[Yahoo/Reuters] Global equity funds see a weekly sell-off on tariff woes, economic uncertainties
[Yahoo/WSJ] Frackers, Once Jubilant, Are Unnerved by Trump’s First Weeks in Office
[Politico] Germany’s big spending splurge gives EU the jitters
[Yahoo/Bloomberg] Japan’s Inflation Slows Less Than Expected, Backing BOJ Hikes
[Yahoo/Bloomberg] China to Add Cobalt, Copper in Boost to State Metal Reserves
[Axios] Scoop: Musk's PAC offers $100 to Wisconsin voters in pitch against "activist judges"
[Politico] Elon Musk threatens Pentagon leakers after NYT report on secret China war briefing
[Reuters] Russia and Ukraine accuse each other of blowing up Russian gas pumping station
[Bloomberg] Jerome Powell Says Trump Can’t Fire Him. That Might Change
[Bloomberg] Authers: Mar-a-Lago, or Much Ado That Might Never Happen
[Bloomberg] China Imports of US Commodities, Cars Collapse in New Trade War
[Bloomberg] German Spending Spree Stokes Bond Market Jitters in EU Periphery
[Bloomberg] Pro-Beijing Paper Urges Li Ka-shing to Scrap Panama Port Sale
[NYT] Drawing Back the Pentagon’s Curtains for Musk
[NYT] China’s Government Is Short of Money as Its Leaders Face Trump
[NYT] ‘Who Will Come to Invest?’ China’s Attacks on Panama Canal Deal Alarm Hong Kong
[WSJ] How Trump’s Trade War Played Out at Breakneck Speed
[WSJ] Germany Set for Trillion-Euro Defense and Infrastructure Splurge
[WSJ] Musk to Receive Top-Secret Briefing on U.S. War Plans for China
[WSJ] Inside Trump’s Lightning-Fast Deportation of Venezuelans to a Salvadoran Prison
[FT] Donald Trump imposes sanctions on Chinese companies over Iranian oil shipments
[FT] Donald Trump takes on America’s elite
[FT] Friedrich Merz’s €1tn spending plan wins final approval from Germany’s upper house
[FT] European military powers work on 5-10 year plan to replace US in Nato
[FT] Big Tech under pressure to act on data centres’ thirst for water
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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