Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] Stocks are little changed after S&P 500 pulls back from record highs: Live updates
[Yahoo/Bloomberg] Oil Extends Gain as Investors Track Russia Tensions, Supply Risk
[Yahoo/Reuters] Treasury's Bessent says he's looking for someone with an open mind for Fed chair
[Yahoo/Bloomberg] Divided Fed Has Bond Traders Hedge Wide Range of Policy Outcomes
[Yahoo Finance] The Fed's unity is already fraying
[CNBC] Mortgage demand stalls after mini refinance boom
[Politico] Trump’s apparent U-turn on Ukraine cheers Europeans amid deeper skepticism about US policy
[Bloomberg] Nvidia’s $100bn bet on ‘gigantic AI factories’ to power ChatGPT
[WSJ] Stephen Miran’s Rate-Cut Arguments Don’t Add Up
[WSJ] Trump Threatens ABC Over Decision to Allow Kimmel Back on Air
[WSJ] Milei Is Counting on Trump to Bail Argentina Out of an Economic Mess
[WSJ] Get Rich or Get Wiped Out: Bitcoin’s Hottest New Trade
[WSJ] How Zelensky’s Charm Offensive Reversed Trump’s Skepticism on Ukraine
[WSJ] Australian Inflation Accelerates to Highest Level in a Year
[FT] Bessent says US in talks with Argentina over $20bn swap line
[FT] US debt investors raise alarm over lending standards
[FT] Auto lender’s bust raises alarms over financial health of US households
[CNBC] Stocks are little changed after S&P 500 pulls back from record highs: Live updates
[Yahoo/Bloomberg] Oil Extends Gain as Investors Track Russia Tensions, Supply Risk
[Yahoo/Reuters] Treasury's Bessent says he's looking for someone with an open mind for Fed chair
[Yahoo/Bloomberg] Divided Fed Has Bond Traders Hedge Wide Range of Policy Outcomes
[Yahoo Finance] The Fed's unity is already fraying
[CNBC] Mortgage demand stalls after mini refinance boom
[Politico] Trump’s apparent U-turn on Ukraine cheers Europeans amid deeper skepticism about US policy
[Bloomberg] Nvidia’s $100bn bet on ‘gigantic AI factories’ to power ChatGPT
[WSJ] Stephen Miran’s Rate-Cut Arguments Don’t Add Up
[WSJ] Trump Threatens ABC Over Decision to Allow Kimmel Back on Air
[WSJ] Milei Is Counting on Trump to Bail Argentina Out of an Economic Mess
[WSJ] Get Rich or Get Wiped Out: Bitcoin’s Hottest New Trade
[WSJ] How Zelensky’s Charm Offensive Reversed Trump’s Skepticism on Ukraine
[WSJ] Australian Inflation Accelerates to Highest Level in a Year
[FT] Bessent says US in talks with Argentina over $20bn swap line
[FT] US debt investors raise alarm over lending standards
[FT] Auto lender’s bust raises alarms over financial health of US households
[CNBC] Stocks are little changed after 3-day win streak for S&P 500: Live updates
[Yahoo/Bloomberg] Gold Reaches Fresh Record as Rate-Cut Hopes Draw Investor Demand
[Yahoo/Bloomberg] US Bonds Halt Losses Since Fed Meeting as Focus Turns to Powell
[Yahoo/Reuters] Oil Declines for Fifth Day as Supply Concerns Come to the Fore
[Yahoo/Bloomberg] An $800 Billion Revenue Shortfall Threatens AI Future, Bain Says
[Yahoo/Bloomberg] China Rare Earths Issue Remains Unresolved, US Lawmaker Says
[Yahoo/Reuters] South Korean president says US tariffs talks worrying FX market
[Yahoo/WSJ] Tariffs Will Hit Slowing U.S. Economy Hard in 2026, OECD Says
[Reuters] Denmark links drones at Copenhagen airport to hybrid attacks across Europe
[Bloomberg] Euro-Zone Private Sector Grows at Fastest Pace in 16 Months
[Bloomberg] Miran Is Contradicting Himself on the Case for Big Rate Cuts
[Bloomberg] Private Equity Leans on Weaker Credit Safeguards, Moody’s Says
[Bloomberg] Bank of England and OECD Sound Warnings on Sticky UK Inflation
[Bloomberg] NATO Pledges ‘Robust’ Response to Russian Airspace Breaches
[NYT] The Potential Consequences of Kimmel’s Comeback
[NYT] Trump’s $100,000 Visa Fee Puts Many Tech Start-Ups in a Bind
[WSJ] How Nvidia Is Backstopping America’s AI Boom
[WSJ] Why Nvidia Is Spending So Much Money
[WSJ] Trump’s Pressure Campaign Strains Justice Department
[FT] How bad could private credit default rates get?
[FT] Argentina’s Javier Milei to meet Donald Trump for talks on US financial lifeline
[FT] How Argentina’s Javier Milei lost the markets and turned to Donald Trump
[FT] Russian fuel exports drop as Ukraine intensifies its strikes on oil refineries
[FT] Chinese cargo ship docks in Russian-occupied Crimea
[FT] Crypto hoarders turn to share buybacks in push to boost falling stock prices
[FT] America’s accelerating exit from itself
[CNBC] Stocks fall to start the week after Dow, S&P 500 hit fresh records: Live updates
[Reuters] Gold Punches to Record on Rate-Cut Outlook as ETFs Draw In Flows
[Yahoo/Reuters] Powell, Miran among slew of Fed officials speaking this week as policy shifts
[Yahoo/Bloomberg] Trump’s Visa Shock Strains India-US Ties, Clouds Trade Talks
[Yahoo/Reuters] Hedge funds pile into banks, insurance, consumer finance, Goldman Sachs says
[Axios] Inside Trump's deal to save TikTok
[Yahoo/Bloomberg] Japan’s LDP Leadership Race Kicks Off With Five Contenders
[Yahoo/Reuters] Japan PM contender Hayashi backs BOJ rate-hike strategy
[Yahoo/Reuters] China leaves benchmark lending rates unchanged as expected, despite Fed rate cut
[Bloomberg] Inflation Is Worse Than the CPI Shows, Says Ex US Comptroller
[Bloomberg] China’s Central Bank Revives Liquidity Tool Before Long Holiday
[Bloomberg] China’s Labor Market Distress Spreads at Worst Time for Deflation Fight
[NYT] Cyberattack Forces Brussels Airport to Cancel More Flights
[WSJ] U.S. Treasurys Regain Appeal as Tariff Concerns Ease
[WSJ] The U.S. Is Forfeiting the Clean-Energy Race to China
[WSJ] France Is Replacing Italy as Europe’s Poster Child of Fiscal Woe
[FT] Home equity loans will keep US housing market tight
[FT] Hackers target supply chains’ weak links in growing threat to companies
[FT] How top hedge funds can pay traders $100mn
[FT] Putin is playing a dangerous game with Nato
[Yahoo Finance] Fed's Powell, Miran set to speak with stocks at record highs: What to watch this week
[Yahoo/Bloomberg] Trump says meeting Democrats to avert shutdown unlikely to help
[Yahoo/Bloomberg] Investors Turn to Derivatives for US Corporate Bonds As Issuers Can't Keep Up
[Yahoo/Bloomberg] Popular Hedge Fund Options Strategy Attracts Contrarian Bets
[CNBC] What we know about the cyberattack that hit major European airports
[Axios] Rise of the new radical internet
[AP] The Taliban reject Trump’s bid to retake Bagram Air Base in Afghanistan
[Reuters] Trump says 'bad things' will happen if Afghanistan does not return Bagram air base
[NYT] What Wall Street Sees in the Data Center Boom
[WSJ] What Will U.S. Capitalism Look Like in 50 Years? Seven Experts Weigh In
[WSJ] Trump Pushes Attorney General Pam Bondi to Prosecute Political Foes
[WSJ] Ukraine’s Supply Runs Turn to Nightmares as Drones Menace Roads Far Beyond the Front
[FT] Private equity groups warn of mis-selling as sector opens up to individual investors
[FT] How ‘Safe China’ sells its security strategy to the world
[Reuters] Wall St Week Ahead: US housing shares shine as Fed restarts rate cuts
[Yahoo/Bloomberg] Trump Predicts Government Could ‘Very Well’ Shut Down Oct. 1
[Yahoo/Bloomberg] Trump to Add New $100,000 Fee for H-1B Visas in Latest Crackdown
[CNBC] Steve Bannon floats idea of Bessent running both Treasury and the Fed
[Reuters] China sticks to its stance on TikTok’s US future after Trump call
[AP] Cyberattack disrupts check-in systems at major European airports
[Reuters] Argentina's central bank makes biggest daily dollar sale in six years to curb peso slide
[AP] Russia launches a large-scale attack on Ukraine, killing 3 and wounding dozens
[Axios] Estonia seeks Nato consultation after Russian jets violate airspace
[NYT] New to the Fed, Miran Defends Calls for Sharper Reduction in Interest Rates
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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