Credit Bubble Bulletin
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Credit Bubble Daily
[CNBC] Stocks slide as Meta and Microsoft fall after earnings: Live updates
[Yahoo/Bloomberg] Gold Pushes Higher as Market Digests Outcome of Xi-Trump Meeting
[Yahoo/Bloomberg] Powell’s December Warning Exposes Hardening Divisions at Fed
[AP] Trade takeaways from Trump’s meeting with Chinese leader Xi
[Reuters] Despite expectations, Trump did not discuss Nvidia's Blackwell chip with Xi
[Yahoo/Reuters] Republican lawmaker says don't give China Nvidia's Blackwell chip
[Yahoo/Bloomberg] Meta, Microsoft Test Investors’ Patience With AI Spending Spree
[Axios] The AI boom isn't going anywhere
[Yahoo/Reuters] US Treasury's Bessent says Fed's language shows they are 'stuck in the past'
[CNBC] Bank of Japan holds rates in first meeting after Takaichi’s ascent to prime minister
[Reuters] South Korea releases details of trade deal struck with the US
[Axios] U.S. will start testing nuclear bombs after three-decade hiatus, Trump says
[Yahoo/Bloomberg] Trump Orders Nuclear Weapons Trials After Russia Tests
[AP] Europe’s economy shows modest growth of 0.2%, held back by laggard Germany
[Bloomberg] Trump-Xi Truce Buys Time as Both Seek Leverage in Broader Fight
[Bloomberg] Meta Looks to Raise at Least $25 Billion From Bond Sale
[Bloomberg] Central Banks Step Up Gold Purchases Despite Record-High Price
[Bloomberg] BOJ Policy Hold Shows Caution Under Takaichi, Analysts Say
[Bloomberg] China Vanke Reports $2.3 Billion Loss Amid Sales Slowdown
[NYT] Trump and Xi, Hoping to Ease Trade War, Agree to 1-Year Truce
[WSJ] Fed Divisions Reveal New Caution Over Continued Cuts
[FT] Donald Trump leaves South Korea after talks with China’s Xi Jinping
[FT] Big Tech tests investors’ patience with $80bn AI investment spree
[CNBC] Stocks slide as Meta and Microsoft fall after earnings: Live updates
[Yahoo/Bloomberg] Gold Pushes Higher as Market Digests Outcome of Xi-Trump Meeting
[Yahoo/Bloomberg] Powell’s December Warning Exposes Hardening Divisions at Fed
[AP] Trade takeaways from Trump’s meeting with Chinese leader Xi
[Reuters] Despite expectations, Trump did not discuss Nvidia's Blackwell chip with Xi
[Yahoo/Reuters] Republican lawmaker says don't give China Nvidia's Blackwell chip
[Yahoo/Bloomberg] Meta, Microsoft Test Investors’ Patience With AI Spending Spree
[Axios] The AI boom isn't going anywhere
[Yahoo/Reuters] US Treasury's Bessent says Fed's language shows they are 'stuck in the past'
[CNBC] Bank of Japan holds rates in first meeting after Takaichi’s ascent to prime minister
[Reuters] South Korea releases details of trade deal struck with the US
[Axios] U.S. will start testing nuclear bombs after three-decade hiatus, Trump says
[Yahoo/Bloomberg] Trump Orders Nuclear Weapons Trials After Russia Tests
[AP] Europe’s economy shows modest growth of 0.2%, held back by laggard Germany
[Bloomberg] Trump-Xi Truce Buys Time as Both Seek Leverage in Broader Fight
[Bloomberg] Meta Looks to Raise at Least $25 Billion From Bond Sale
[Bloomberg] Central Banks Step Up Gold Purchases Despite Record-High Price
[Bloomberg] BOJ Policy Hold Shows Caution Under Takaichi, Analysts Say
[Bloomberg] China Vanke Reports $2.3 Billion Loss Amid Sales Slowdown
[NYT] Trump and Xi, Hoping to Ease Trade War, Agree to 1-Year Truce
[WSJ] Fed Divisions Reveal New Caution Over Continued Cuts
[FT] Donald Trump leaves South Korea after talks with China’s Xi Jinping
[FT] Big Tech tests investors’ patience with $80bn AI investment spree
[CNBC] S&P 500 rises as investors await Fed rate decision; Nvidia climbs: Live updates
[AP] Missing government data unlikely to sway Federal Reserve from rate-cut path
[Reuters] Fed 'in a fog' as it heads toward another rate cut
[Yahoo/Bloomberg] Trump Expects Lower Fentanyl Tariff, Nvidia Talks With Xi
[AP] Trump-Xi meeting looms over APEC conference in South Korea as free trade falters
[Yahoo/Reuters] Tariffs to raise costs, delay oil and gas projects in 2026, report says
[Yahoo/Reuters] Analysis-Tech spending plans will test stock market's AI trade
[Yahoo Finance] Trump's team touts 'deal framework' with China. It's unclear what China will demand in return.
[Axios] The job market may be at a tipping point
[Bloomberg] Is the Fed’s Inflation Target Still 2%?
[Bloomberg] Australian Treasurer Sounds Investor Alert as Global Risks Mount
[Bloomberg] Bessent Calls on Japan to Give BOJ Space to Fight Inflation
[Bloomberg] How Affluent Investors Are Using Options Math to Borrow on the Cheap
[Bloomberg] Distressed Fund Seizes Control of One of America’s Largest Malls
[Bloomberg] China Home Sales Slump to Deepen Despite Stimulus, Fitch Says
[Bloomberg] Putin Says Russia Tested Nuclear-Powered Torpedo
[NYT] What to Watch at the Federal Reserve’s October Meeting
[NYT] U.S. Manufacturing’s Mixed Picture in 4 Charts
[WSJ] After Demolishing the U.S.-China Relationship, Trump Is Rebuilding It His Way
[WSJ] Trump, Xi to Discuss Lowering China Tariffs for Fentanyl Crackdown
[WSJ] Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite
[WSJ] Copper Prices in London Hit Record High on Supply Fears
[WSJ] How U.S. Billionaires Stack Up With the Rest of the World
[FT] Apple joins Microsoft and Nvidia in elite $4tn valuation club
[FT] US workers hit by slowing income growth
[FT] BNP Paribas hit by €190mn charge due to fraud case
[CNBC] Stocks are little changed after major U.S. indexes notch record highs: Live updates
[CNBC] Private sector created nearly 15,000 jobs a week over the past month, preliminary ADP data shows
[AP] Federal Reserve likely to cut key rate Wednesday and may signal another cut to follow
[Axios] Republicans flirt with hardball offer on ending shutdown
[Yahoo/Reuters] Trump slams Fed chair, eyes replacement in a few months
[Reuters] Trump praises Japan's 'great' female leader in talks on trade, critical minerals
[Axios] The national redistricting wars enter a new phase
[Axios] Hurricane Melissa, world's strongest storm of 2025, closes in on Jamaica
[AP] China pitches itself as alternate to US protectionism after signing expanded ASEAN free trade pact
[AP] Ukraine’s long-range strikes cut Russia’s oil refining capacity by 20%, Zelenskyy says
[Reuters] Putin says 'everything going to plan' with North Korea
[AP] Hurricane Melissa is set to hit Jamaica as its strongest storm since records began
[Bloomberg] The Fed Should Pause in Cutting Interest Rates
[Bloomberg] Dudley: The Fed’s $6 Trillion Balance Sheet Is About Right
[Bloomberg] US Signs $80 Billion Pact to Boost Nuclear Power in AI Drive
[Bloomberg] China Analysts Expect US to Ease Export Curbs for Magnet Relief
[Bloomberg] PBOC Governor Warns on Stablecoin Risks as Global Anxiety Builds
[NYT] Fed’s Policy Path Looks More Treacherous as Shutdown Delays Critical Data
[WSJ] The Fed’s $6.6 Trillion Test: When to End Its Portfolio Runoff
[WSJ] Trump’s Big Tariff Task in Asia Is to Close the Deal
[WSJ] Private Lenders Aren’t Out of the Doghouse Yet
[WSJ] China Vows to Significantly Boost Household Consumption Rate
[WSJ] BOJ Mulls Rate-Hike Timing Amid Tariff Impacts, Political Shift
[FT] Federal Reserve nears end of QT amid signs of stress in money markets
[FT] RIP US QT?
[FT] Donald Trump and Sanae Takaichi promise ‘golden age’ for US-Japan alliance
[FT] China calls for ‘extraordinary measures’ to achieve chip breakthroughs
[CNBC] Stocks rally on potential China trade truce: Live updates
[Yahoo/Bloomberg] Argentina Bonds Surge After Milei Landslide Win
[Yahoo/Bloomberg] Latest US-China Trade Truce Leaves Fundamental Issues Unresolved
[Yahoo/Bloomberg] Here Are the Key US-China Issues to Watch in Trump-Xi Summit
[Yahoo/Bloomberg] Trump Says He Won’t Resume Canada Trade Talks ‘For a While’
[CNBC] Bessent lists five finalists for Fed chair job and Trump says decision coming before the end of the year
[Yahoo/Reuters] Japan's $550 billion package focuses on U.S. infrastructure, Lutnick tells Nikkei
[Reuters] More than 8,000 US flights delayed as air traffic control absences persist
[Reuters] Ahead of Trump-Xi meeting, China says bombers flew near Taiwan
[Reuters] Trump's trade war: Tariff deadlines and key upcoming events
[Axios] Exclusive: OpenAI sees chance to reindustrialize U.S.
[Axios] Bird flu's comeback raises fears about readiness
[CNBC] Sidelined Russia flexes muscle with missile launch — and Trump is not impressed
[Yahoo/Bloomberg] US Navy Helicopter and Fighter Jet in Separate South China Sea Crashes
[Reuters] Russia downs 34 Ukrainian drones targeting Moscow
[Bloomberg] China Asks US to Protect ‘Hard-Won’ Results Before Xi-Trump Meeting
[Bloomberg] AI Bubble? The Real Danger Is Tight Credit Spreads
[Bloomberg] US Firms Largely Avoid Price Hikes Despite Rising Costs, Survey Shows
[Bloomberg] Blackstone and Apollo Court Small-Time Investors They Used to Snub
[Bloomberg] South Korea's Housing Market Is a ‘Ticking Bomb,’ President Says
[Bloomberg] Putin to Meet North Korea’s Foreign Minister as Military Ties Deepen
[NYT] Strains in Short-Term Markets Raise Urgency of Fed’s Balance Sheet Debate
[WSJ] Renters Have the Upper Hand. And They Are Probably Keeping It.
[WSJ] German Business Sentiment Rebounds on Brighter Hopes for Economy
[FT] US government debt burden on track to overtake Italy’s, IMF figures show
[FT] Silicon Valley called — the 1990s are back
[FT] Trump, Xi and the danger for Taiwan
[Yahoo/Reuters] US and China agree on trade framework ahead of leaders' meeting
[Yahoo/Reuters] Bessent says China to delay rare earths rules by a year, buy U.S. soybeans
[Yahoo/Bloomberg] China to Make ‘Substantial’ US Soybean Purchases, Bessent Says
[Reuters] Wall St Week Ahead Megacap-led earnings deluge, Fed meeting headline busy US markets week
[Yahoo Finance] Big Tech earnings, a crucial Fed meeting, and a Trump-Xi sit-down: What to watch this week
[AP] Trump threatens Canada with 10% extra import tax for not pulling down anti-tariffs ad sooner
[Reuters] Russia tested new nuclear-powered Burevestnik cruise missile
[Bloomberg] Market Fragility Tests Options Traders as Volatility Abates
[Bloomberg] Trump’s Ballroom Fundraising Taps Cash from Crypto, Tech Allies
[NYT] The ‘Sleeper Issue’ at the Heart of Trump’s Trade War on China
[WSJ] U.S., China Sound Confident Note After Trade Talks
[WSJ] Fear Grips a Caribbean Nation in the Shadow of U.S. Boat Strikes
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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