Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] S&P 500 rises after Google avoids harsh antitrust penalty: Live updates
[Yahoo/Bloomberg] Gold Extends Gains to Fresh Record on Rate-Cut Bets, Debt Fears
[CNBC] Mortgage demand from homebuyers pulls back, after four weeks of gains
[Axios] Xi, flanked by Putin and Kim, hosts China's largest-ever military parade
[Reuters] 'Peace or War': China's Xi hosts massive military parade with Putin and Kim
[CNBC] China’s Xi says the world faces ‘peace or war’ as Trump claims Beijing conspiring against U.S.
[Axios] America's biggest adversaries "conspire" in Beijing
[Reuters] U.S. Treasury Secretary to begin Fed chair interviews Friday, WSJ reports
[Yahoo Finance] The Fed: All eyes on Stephen Miran’s nomination hearing Thursday as central bank remains under scrutiny
[Yahoo/Bloomberg] Trump Accuses Xi of ‘Conspiring Against US’ With Putin, Kim
[Yahoo/Reuters] U.S. workers are becoming more stressed about finances, BofA survey shows
[Yahoo/Reuters] Central banks urged to pool dollar reserves as Fed help questioned
[Politico] ‘I haven’t seen this much uncertainty since 1968’: Even a Macron resignation won’t save France
[Bloomberg] Xi’s Guest List Is Shorter, More Authoritarian Than a Decade Ago
[Bloomberg] Dudley: Tariff Chaos Reigns and America’s Economy Suffers
[Bloomberg] Investors Snap Up CLOs at Record Pace, Betting on Loan Revival
[Bloomberg] Global Bond Selloff Is Extending With Longer Debt Leading Losses
[Bloomberg] Trump Accuses Xi of ‘Conspiring Against US’ With Putin, Kim
[Bloomberg] Credit Markets Near Records After $90 Billion Bond Sale Spree
[Bloomberg] Le Big Short: French Political Risk Runs Deep
[Bloomberg] Japan’s Long Bonds Join Global Slide as Politics Adds to Jitters
[WSJ] China Flaunts Military Might With Lavish Parade—and Sends Warning to Washington
[WSJ] China Services PMI Expands at Fastest Pace in Over a Year
[FT] Global bonds under pressure as 30-year Treasury yield hits 5%
[FT] Xi Jinping hails ‘unstoppable’ China at landmark military parade
[FT] Lasers, hypersonic missiles and the ‘nuclear triad’: China flexes its military muscle
[FT] The hard data signals the Fed should not cut rates
[FT] Global bond sell-off hits Japanese government debt
[FT] Why memory chips are the new frontier of the AI revolution
[FT] Jane Street revenue eclipses $10bn in a quarter for first time
[CNBC] S&P 500 rises after Google avoids harsh antitrust penalty: Live updates
[Yahoo/Bloomberg] Gold Extends Gains to Fresh Record on Rate-Cut Bets, Debt Fears
[CNBC] Mortgage demand from homebuyers pulls back, after four weeks of gains
[Axios] Xi, flanked by Putin and Kim, hosts China's largest-ever military parade
[Reuters] 'Peace or War': China's Xi hosts massive military parade with Putin and Kim
[CNBC] China’s Xi says the world faces ‘peace or war’ as Trump claims Beijing conspiring against U.S.
[Axios] America's biggest adversaries "conspire" in Beijing
[Reuters] U.S. Treasury Secretary to begin Fed chair interviews Friday, WSJ reports
[Yahoo Finance] The Fed: All eyes on Stephen Miran’s nomination hearing Thursday as central bank remains under scrutiny
[Yahoo/Bloomberg] Trump Accuses Xi of ‘Conspiring Against US’ With Putin, Kim
[Yahoo/Reuters] U.S. workers are becoming more stressed about finances, BofA survey shows
[Yahoo/Reuters] Central banks urged to pool dollar reserves as Fed help questioned
[Politico] ‘I haven’t seen this much uncertainty since 1968’: Even a Macron resignation won’t save France
[Bloomberg] Xi’s Guest List Is Shorter, More Authoritarian Than a Decade Ago
[Bloomberg] Dudley: Tariff Chaos Reigns and America’s Economy Suffers
[Bloomberg] Investors Snap Up CLOs at Record Pace, Betting on Loan Revival
[Bloomberg] Global Bond Selloff Is Extending With Longer Debt Leading Losses
[Bloomberg] Trump Accuses Xi of ‘Conspiring Against US’ With Putin, Kim
[Bloomberg] Credit Markets Near Records After $90 Billion Bond Sale Spree
[Bloomberg] Le Big Short: French Political Risk Runs Deep
[Bloomberg] Japan’s Long Bonds Join Global Slide as Politics Adds to Jitters
[WSJ] China Flaunts Military Might With Lavish Parade—and Sends Warning to Washington
[WSJ] China Services PMI Expands at Fastest Pace in Over a Year
[FT] Global bonds under pressure as 30-year Treasury yield hits 5%
[FT] Xi Jinping hails ‘unstoppable’ China at landmark military parade
[FT] Lasers, hypersonic missiles and the ‘nuclear triad’: China flexes its military muscle
[FT] The hard data signals the Fed should not cut rates
[FT] Global bond sell-off hits Japanese government debt
[FT] Why memory chips are the new frontier of the AI revolution
[FT] Jane Street revenue eclipses $10bn in a quarter for first time
[Yahoo/Bloomberg] Gold Punches Through $3,500 to Hit Record High on Rate-Cut Bets
[CNBC] Stock futures fall to start September amid new tariff uncertainty, jumping bond yields: Live updates: Live updates
[CNBC] Treasury yields jump on prospect of U.S. having to refund tariff money; 30-year yield tops 4.98%
[Yahoo/Bloomberg] UK Markets Slide as Debt Angst Drives 30-Year Yield to 1998 High
[Yahoo/Bloomberg] Oil rises as Russia-Ukraine tensions stoke supply concerns
[Reuters] Morning Bid: Dollar, gold and long yields surge
[Yahoo/Bloomberg] World’s Long-Dated Bonds Face a Traditionally Terrible Month
[Reuters] US Congress returns, with one month to avert government shutdown
[Yahoo/Bloomberg] GOP Faces Headwinds on Push for Second Big Tax and Spending Bill
[Yahoo/Bloomberg] America Inc. Swaps Decades for Days in Rush to Commercial Paper
[CNBC] Trump calls India-U.S. trade relationship ‘a totally one sided disaster’ after Modi visits China
[Yahoo/Bloomberg] China’s Xi Redraws Geopolitical Map With Embrace of Putin, Modi
[Reuters] Xi to flaunt China's vision of new global order at military parade
[AP] North Korea’s Kim Jong Un travels to Beijing to watch military parade alongside Putin and Xi Jinping
[Yahoo/Bloomberg] Euro-Zone Inflation Quickens Beyond 2%, Backing Rate Pause
[Politico] Bayrou’s last stand: Waking France up to the boomer pension timebomb
[Politico] European Socialists mobilize against Trump’s trade deal
[Bloomberg] Over 450 Economists Back Cook, Fed Independence in Open Letter
[Bloomberg] Why Investors Can’t Seem to Get Enough of Gold
[Bloomberg] China’s Margin Trades Surge to Record as Stock Rally Extends
[Bloomberg] Russia’s Oil Cargoes Flood to China as Tariffs Crimp India Flows
[Bloomberg] It’s a Strongman’s World and We’re Just Living in It
[NYT] The Potentially Big Costs of Trump’s Fed Fight
[NYT] After Court Defeat, Trump Warns of Economic Chaos From Loss of Tariffs
[NYT] Why China Is Trying to Tame Its Electric Car Frenzy
[WSJ] Americans Lose Faith That Hard Work Leads to Economic Gains, WSJ-NORC Poll Finds
[WSJ] Trump’s September Is Filled With Tough Deadlines
[WSJ] Xi Revisits WWII to Boost China in Great-Power Rivalry With U.S.
[FT] US sliding towards 1930s-style autocracy, warns Ray Dalio
[Yahoo/WSJ] Gold Futures Rise to Record High on Fed Concerns, Rate-Cut Expectations
[Reuters] Europe stocks steady, bonds struggle ahead of crucial US data this week
[Yahoo/Bloomberg] Indonesian Stocks Slide After Weekend of Protests and Looting
[Yahoo/Bloomberg] Oil Steadies as Putin and Modi Huddle in China After US Tariff
[Yahoo/Reuters] Back to school: markets brace for September risks
[Yahoo/Reuters] ECB's Lagarde warns of risk to world economy via Trump interference on Fed
[Yahoo/Telegraph] Lagarde warns of ‘worrying’ risk of French government collapse
[AP] 1.2M immigrants are gone from the US labor force under Trump, preliminary data shows
[AP] A downturn in international travel to the US may last beyond summer, experts warn
[Axios] How AI can kill you
[Reuters] China's Xi pushes a new global order, flanked by leaders of Russia and India
[Reuters] Modi says Russia and India stand together even in difficult times
[Politico] China’s Xi slams ‘bullying practices’ in thinly veiled snipe at Trump
[Politico] Marine Le Pen seizes her moment to shake France
[Yahoo/Bloomberg] Asia factory activity shrinks as US tariffs bite, China bucks trend
[AP] A look at the world leaders attending China’s SCO summit and military parade
[Bloomberg] What Are Trump’s Options If His Tariffs Are Ruled Unlawful?
[Bloomberg] Silver Climbs Past $40 as US Rate-Cut Bets Fuel Investor Demand
[Bloomberg] China Banks Pressured by Rising Loan Losses, Low Margins
[Bloomberg] Bond Market Watchers Expect India’s Central Bank to Step In as Yields Spike
[Bloomberg] Hedge Funds Are Betting Yen Is About to Make a Bullish Breakout
[NYT] Trump’s Plan to Pack the Fed With Loyalists
[NYT] Smiles and Clasped Hands as Xi, Putin and Modi Try to Signal Unity
[WSJ] Threats to Fed Independence Are ‘Very Worrying,’ ECB’s Lagarde Says
[WSJ] Data Centers That Don’t Exist Yet Are Already Haunting the Grid
[WSJ] Black Americans Are Losing Jobs in a Warning for the Economy
[WSJ] With Another Government on the Brink of Collapse, Is France the New Italy?
[WSJ] Chinese, Russian, Indian Leaders Pledge Cooperation, in a Message to Trump
[WSJ] China Ups Surveillance of Troubled People to Quell Rising Unrest
[FT] Trump’s fawning cabinet and the threat to US democracy
[FT] Investors underestimate Donald Trump’s threat to the Federal Reserve, economists warn
[FT] Ursula von der Leyen’s plane hit by suspected Russian GPS interference
[FT] How the Trump administration gutted America’s disaster relief agency
[FT] French business warns of recession risk as political turmoil deepens
[Yahoo/Bloomberg] Tame US Job Growth Expected in Approach to Fed Meeting
[Yahoo Finance] Trump's trade war just got more chaotic than ever
[Yahoo/Reuters] US still working on trade deals despite court ruling, USTR says
[Yahoo/Bloomberg] US Corporate Leverage Poised to Rise With $1 Trillion Deals Deluge
[Reuters] Chicago mayor says police will not aid federal troops or agents
[Politico] China’s Xi welcomes Putin and Modi as Trump roils global order
[Bloomberg] US Trading Partners ‘Dazed and Confused’ After Tariff Court Loss
[Bloomberg] Stock Market’s Fate Comes Down to the Next 14 Trading Sessions
[Bloomberg] Emerging Markets’ Trump Rally at Risk as Tariff Reality Kicks In
[Bloomberg] China’s Home Sales Slump Extends as Prices Continue to Decline
[Bloomberg] Xi, Modi Vow to Rebuild Ties as US Trade War Adds Pressure
[NYT] How Trump Could Overhaul the Fed
[NYT] America Closed Malls, but China Kept Building Them. Now It Has Too Many.
[WSJ] Fed Upheaval Sows New Uncertainty About Path of Rates
[WSJ] China Has a Different Vision for AI. It Might Be Smarter.
[WSJ] Mortgage Refinancing Starts to Thaw as Rates Trend Down
[WSJ] Trump Turns to Small Group of Advisers, Shrinks National Security Council
[FT] Wealthy Americans pour record sums into private credit funds
[FT] Is Trump’s mission in Venezuela to fight drugs or to topple its leader?
[FT] Indonesian finance minister’s home looted as unrest spreads
[FT] Xi and Modi say they are ‘partners not rivals’ in bid to repair China-India ties
[FT] Bitcoin boom spurs newly wealthy to splurge on luxury travel
[AP] What happens to Trump’s tariffs now that a federal appeals court has knocked them down?
[BBC] What happens next after Trump tariffs ruled illegal?
[Axios] What to know about Trump's tariff plan post-court strike down
[Yahoo/Bloomberg] Japan’s Akazawa Canceled US Trip Over Rice, Nikkei Says
[AP] Colleges face financial struggles as Trump policies send international enrollment plummeting
[Axios] Bonfire of expertise: Trump drives scientists, spies and soldiers out of government
[Axios] Scoop: White House believes Europe secretly undoing Ukraine war's end
[Bloomberg] Trump’s Revenge Summer Heats Up With Fed Ouster, Bolton Raid
[Bloomberg] Ukraine Strikes Russian Refineries as It Faces Missile Barrage
[NYT] Trump’s Sweeping Tariffs Invalidated by Appeals Court
[WSJ] Risk-Taking Is Back in Debt Markets Too
[WSJ] Six Months Into Tariffs, Businesses Have No Idea How to Price Anything
[WSJ] The Properties at the Heart of the Allegations Against Lisa Cook
[WSJ] Cutting-Edge AI Was Supposed to Get Cheaper. It’s More Expensive Than Ever.
[WSJ] Bipartisan Proposal Would Ban Stock Trading by Lawmakers
[WSJ] Trump’s Venezuelan War Games
[WSJ] While Trump Rattles the World, China Basks in the Limelight
[FT] Donald Trump’s tariffs ruled illegal by US appeals court but stay in place
[FT] The calculated silence of America’s business and finance leaders
[FT] Trump’s Fed meddling pushes investors closer to their red line
[FT] François Bayrou, France’s isolated PM with his job on the line
[FT] Xi Jinping to host Vladimir Putin and Narendra Modi as China presents rival front to US
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.