Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[Yahoo/Bloomberg] Stocks March Higher With Netflix Poised for Record: Markets Wrap
[Yahoo/Bloomberg] Gold Advances to 11-Week High as Trump Hints at China Tariffs
[Yahoo/Bloomberg] Oil Recovers as Traders Assess Trump Tariffs, Russia Sanctions
[Yahoo/Bloomberg] Trump Threatens 10% Tariff on China, Cites Trade Deficit With EU
[Yahoo/Reuters] Factbox-US imports from Canada, Mexico in 2024 as tariff threat looms
[Axios] Historic winter storm hits Gulf Coast as Calif. fire risk continues
[CNBC] Trump says he’s open to TikTok sale to Elon Musk or Larry Ellison
[AP] Trump finds new ways to flex presidential power after returning to White House
[Yahoo/Bloomberg] JPMorgan’s Dimon Says US Stock Prices Are ‘Kind of Inflated’
[Yahoo/Bloomberg] BOJ Heads Toward Rate Hike as Markets Take Trump in Stride
[Reuters] Vanke woes to test limits of China's property sector revival efforts
[Yahoo/Reuters] China orders pay cap at state-owned financial firms, sources say
[Yahoo/Bloomberg] ECB Not Behind Curve and Will Cut Gradually, Lagarde Tells CNBC
[Reuters] Iran is 'pressing the gas pedal' on uranium enrichment, IAEA chief says
[Bloomberg] Largest US Grid Issues Alert as Cold Lifts Demand to Near Record
[Bloomberg] Japan and US Agree on Bringing Ties to New Heights
[Bloomberg] Dudley: Trump’s Economics Are Anybody’s Guess. Here’s Mine.
[Bloomberg] Trump Meme Coins Are a Disaster in Waiting
[NYT] Trump Says He Intends to Impose 10% Tariffs on Chinese Imports on Feb. 1
[NYT] Taking Trump’s Tariffs Threats Seriously and Literally
[NYT] Trump Is Said to Push for Early Reopening of North American Trade Deal
[NYT] How the Debt Could Hamstring Trump’s Agenda
[WSJ] Trump Keeps China Guessing on Tariff Threats
[WSJ] How a Trump Trade War Puts Cheap Oil From Canada at Risk
[WSJ] Tech Leaders Pledge Up to $500 Billion in AI Investment in U.S.
[WSJ] An Anxious Federal Workforce Bids Goodbye to Job Stability and Remote Work
[FT] China’s hopes grow for deal to avert trade war with Donald Trump
[FT] UK borrows far more than expected in December
[FT] Ships carrying missile propellant set to sail from China to Iran, say officials
[Yahoo/Bloomberg] Stocks March Higher With Netflix Poised for Record: Markets Wrap
[Yahoo/Bloomberg] Gold Advances to 11-Week High as Trump Hints at China Tariffs
[Yahoo/Bloomberg] Oil Recovers as Traders Assess Trump Tariffs, Russia Sanctions
[Yahoo/Bloomberg] Trump Threatens 10% Tariff on China, Cites Trade Deficit With EU
[Yahoo/Reuters] Factbox-US imports from Canada, Mexico in 2024 as tariff threat looms
[Axios] Historic winter storm hits Gulf Coast as Calif. fire risk continues
[CNBC] Trump says he’s open to TikTok sale to Elon Musk or Larry Ellison
[AP] Trump finds new ways to flex presidential power after returning to White House
[Yahoo/Bloomberg] JPMorgan’s Dimon Says US Stock Prices Are ‘Kind of Inflated’
[Yahoo/Bloomberg] BOJ Heads Toward Rate Hike as Markets Take Trump in Stride
[Reuters] Vanke woes to test limits of China's property sector revival efforts
[Yahoo/Reuters] China orders pay cap at state-owned financial firms, sources say
[Yahoo/Bloomberg] ECB Not Behind Curve and Will Cut Gradually, Lagarde Tells CNBC
[Reuters] Iran is 'pressing the gas pedal' on uranium enrichment, IAEA chief says
[Bloomberg] Largest US Grid Issues Alert as Cold Lifts Demand to Near Record
[Bloomberg] Japan and US Agree on Bringing Ties to New Heights
[Bloomberg] Dudley: Trump’s Economics Are Anybody’s Guess. Here’s Mine.
[Bloomberg] Trump Meme Coins Are a Disaster in Waiting
[NYT] Trump Says He Intends to Impose 10% Tariffs on Chinese Imports on Feb. 1
[NYT] Taking Trump’s Tariffs Threats Seriously and Literally
[NYT] Trump Is Said to Push for Early Reopening of North American Trade Deal
[NYT] How the Debt Could Hamstring Trump’s Agenda
[WSJ] Trump Keeps China Guessing on Tariff Threats
[WSJ] How a Trump Trade War Puts Cheap Oil From Canada at Risk
[WSJ] Tech Leaders Pledge Up to $500 Billion in AI Investment in U.S.
[WSJ] An Anxious Federal Workforce Bids Goodbye to Job Stability and Remote Work
[FT] China’s hopes grow for deal to avert trade war with Donald Trump
[FT] UK borrows far more than expected in December
[FT] Ships carrying missile propellant set to sail from China to Iran, say officials
[Yahoo/Bloomberg] Stocks Rise as Jitters Over Tariff Threat Subside: Markets Wrap
[Yahoo/Bloomberg] Gold Advances as Trump Stands By Plans for Mexico, Canada Tariff
[Yahoo/Bloomberg] US Bonds Rise as Tariff Respite for China Eases Inflation Fears
[Yahoo/Bloomberg] Dollar Advances as Trump Eyes More Canada, Mexico Tariffs
[Yahoo/Bloomberg] A Rundown of Trump’s Executive Actions, From Tariffs to Immigration
[Axios] Trump tests limits of presidential power with Day 1 barrage
[Yahoo/Bloomberg] Trump’s Tariff Shifts Are a Warning for Corporate America to Expect Whiplash
[Yahoo/Bloomberg] Millions Targeted for Immediate Expulsion as Trump Fulfills Vow
[Yahoo/Bloomberg] China Vows to Import More Goods After Avoiding Early US Tariffs
[Yahoo/Bloomberg] Trump Orders US Waters Open to Oil Drilling, Reversing Biden
[Yahoo/Bloomberg] Crypto Market in Limbo as Trump Omits Sector From Day One Orders
[Yahoo Finance] Trump coin and Melania coin are 'gambling tokens': Anthony Scaramucci
[Yahoo/Reuters] Hedge fund industry asks for 'Day One' reprieve on SEC rules
[AP] Bitter cold spreads across much of the US as Texas and the South brace for rare winter storm
[Yahoo Finance] Bank of America CEO: The Federal Reserve may have to respond to Trump
[Yahoo/Bloomberg] Apple’s iPhone Sales in China Plunged 18% in Holiday Quarter
[Yahoo/Bloomberg] Russian Oil Flows Stall as US Sanctions Start to Buffet Tankers
[Reuters] Xi and Putin discuss ties with Trump, Ukraine and Taiwan
[Bloomberg] Restoring Fiscal Control Can’t Wait Much Longer
[Bloomberg] Trump Starts Reshaping US Energy With Deep Focus on Oil and Gas
[Bloomberg] LA Braces for Fire Risk From Bone-Dry Winds as Winter Rains Lag
[Bloomberg] Insurers Expected to Deepen Ties to Private Credit, Moody’s Says
[NYT] The Billionaires’ Row at the Inauguration
[NYT] C.E.O.s, and President Trump, Want Workers Back in the Office
[NYT] India’s Economy Slows Down Just When It Was Supposed to Speed Up
[WSJ] MAGA Returns to Washington With ‘Mood-Boosting’ Mocktails, Meme Coins and Paella
[FT] Donald Trump threatens 25% tariff within days for Mexico and Canada
[FT] US banks ‘in go-mode’ under Donald Trump, says JPMorgan executive
[FT] Donald Trump says China tariffs could hinge on TikTok deal
[FT] Donald Trump threatens tax war over US multinationals
[FT] Ursula von der Leyen warns on ‘fracturing’ global economy after Trump tariff threat
[FT] Bridgewater founder Ray Dalio warns of UK ‘debt death spiral’
[CNBC] Trump inauguration live updates: TikTok, energy and crypto are eager for ‘day one’ executive actions
[Axios] Trump to hold off on tariffs, report says, cheering markets
[Yahoo/Bloomberg] US Futures Jump on Tariffs Relief, Dollar Stumbles: Markets Wrap
[Yahoo/Reuters] Oil Dips Toward $80 as Market Braces for Second Trump Term
[Yahoo/Bloomberg] Trump to Declare National Energy Emergency, Unlocking New Powers
[Yahoo Finance] Trump prepares to unleash a wave of first-day orders on everything from oil drilling to TikTok
[Yahoo/Reuters] Trump's new crypto token jumps ahead of his inauguration
[Yahoo/Bloomberg] Crypto executives warn Trump’s memecoins harm the industry
[Reuters] LA fire victims fear rebuilding ordeal. Some will not do it
[Reuters] Bank of Japan poised to raise rates to highest in 17 years
[Yahoo/Bloomberg] China Steps Up Vanke Intervention as Developer Woes Deepen
[Yahoo/Bloomberg] China’s Worst Deflation Was in Industry as Supply Glut Persisted
[Yahoo/Reuters] China's frugal young adults accelerate saving, raising economic risks
[Yahoo/Bloomberg] Oil Supertanker Rates on China Routes Double Since Sanctions
[Reuters] Signs of rising asset quality stress spook Indian bank stocks
[Bloomberg] Chinese Vice President Meets Musk Before Trump Takes Office
[Bloomberg] Contrarian Bet Emerges That Next Fed Move Is Higher, Not Lower
[Bloomberg] Xi Calls for Proactive Macro Policies to Keep China Momentum
[Bloomberg] What to Know About BRICS and Its Growing Clout
[WSJ] Trump’s Return Nudges Economists’ Inflation Outlook Higher
[WSJ] L.A.’s Burned Houses Weren’t Just Homes, They Were Workplaces for Thousands
[FT] Donald Trump plans blitz of executive orders for first days in White House
[FT] Optimism but not confidence as Trump takes control
[FT] Can Trump handle the new Republican factions?
[FT] Bank of Japan looks to raise rates in shadow of Donald Trump’s inauguration
[FT] Davos agenda turns to dealmaking and growth as Trump takes office
[CNN Live Updates] Gaza ceasefire begins with three Israeli hostages set to be freed
[Yahoo/Bloomberg] TikTok goes dark for US users as law banning platform set to take effect
[AP] Extreme cold forecast for much of US in coming days
[Axios] What to know about Trump's inauguration
[Yahoo/Bloomberg] Georgia Halts Poultry Sales in State After Bird Flu Found
[AP] North Carolina home insurance premium base rates increasing about 15% by mid-2026
[Yahoo/Bloomberg] ‘America First’ Stalls Bond Issuance Bonanza in Emerging Markets
[Bloomberg] Regional Banks Face Headache From Rising Treasury Yields
[Bloomberg] German Conservatives Dip Below 30% Ahead of February Vote
[NYT] A Trump Oligarchy Is Moving to Washington, and Buying Up Prime Addresses
[WSJ] The Specter of Rising Food Prices Is Back
[WSJ] Trump’s Tariff Threats Push Europe to Gear Up for Trade Fight
[WSJ] $300 Million Turned to Ash: See How These Malibu Beach Homes Were Wiped Out
[WSJ] Trump Launches Meme Coin Ahead of White House Return
[WSJ] The World Is Getting Riskier. Americans Don’t Want to Pay for It.
[FT] Trump’s border tsar vows ‘shock and awe’ deportations in first week
[Reuters] CBO sees US 2025 deficit flat at $1.9 trillion before any Trump tax changes
[Reuters] TikTok faces US ban deadline as users brace for fallout
[Yahoo/Reuters] Trump team plans wealth-fund revamp for federal agency, Bloomberg News reports
[Yahoo Finance] Trump will inherit a housing market creaking under the strain of high prices and high interest rates
[Yahoo/Bloomberg] China’s Record Capital-Account Outflows Pile Pressure on Yuan
[AP] Trump vowed to end the war in Ukraine quickly but Moscow and Kyiv are digging in before any talks
[Bloomberg] The Billionaires Flocking to Mar-a-Lago to Meet With Trump
[Bloomberg] LA’s Devastation Is Revealed as Fires Come Under Control
[Bloomberg] What LA’s Fires Mean for the City’s Housing Shortage
[NYT] TikTok to ‘Go Dark’ on Sunday for Its 170 Million American Users
[WSJ] U.S. Starts Maneuvers to Avoid Breaching Debt Limit, Putting Pressure on Congress
[WSJ] One Weapon China Is Reluctant to Deploy Against Tariffs: A Weaker Currency
[WSJ] The Year That Hedge Funds Got Their Mojo Back
[FT] Los Angeles after the fires: ‘You can only live in a disaster zone for so long’
[FT] US consumers ‘resilient and strong’ in face of high prices and interest rates
[FT] Biggest US banks notch up $142bn in profits in blockbuster 2024
[FT] Bond wobble underscores allure of cash
[FT] Iran and Russia boost military and intelligence ties
Q4 Review - 2023 Preview
Thursday, January 19, 2023 – 4:00pm Eastern / 2:00pm Mountain
David McAlvany
Doug Noland
Credit Bubble Weekly
Sign up for Market News.
Stay connected to market trends with personalized weekly insights — custom to you!
This is a secure 256-Bit SSL encrypted form.
