Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] Stocks are little changed as investors await Fed decision: Live updates
[Yahoo/Bloomberg] Global Bond Yields Hit 16-Year High on Fading Rate-Cut Bets
[Yahoo/Bloomberg] Silver Powers Past $60 as Speculators Chase Upside Momentum
[AP] Federal Reserve likely to cut rates, may signal just one more reduction next year
[Yahoo Finance] There's no guarantee the Fed's rate cuts will lower the rates that matter
[Yahoo/Bloomberg] The Great Income Squeeze Begins as Fed Spells End to Easy Yields
[CNBC] Trump to start final Fed chair interviews beginning with Kevin Warsh
[CNBC] Refinance demand for FHA loans jumps 24%, as homeowners seek the most savings they can
[Axios] Small-business owners are losing confidence
[Axios] Wall Street is hedging the AI trade in 2026
[CNBC] Trump says he ‘heard’ Biden Fed appointments were signed by autopen, tells aide to investigate
[Yahoo/Bloomberg] China’s DeepSeek Uses Banned Nvidia Chips for AI Model, Report Says
[CNBC] China consumer inflation hits near two-year high despite deeper-than-expected producer deflation
[Axios] Trump's new cold war with Europe
[Yahoo/Bloomberg] Over 500,000 Flee Thai-Cambodia Clash as Trump to Call Leaders
[NYT] Divisions to Dominate Fed’s Last 2025 Meeting, Leaving Rate Outlook Unclear
[NYT] Why Markets Are Getting Anxious About the Fed
[WSJ] Can the Next Fed Chair Assuage Both Trump and Wall Street?
[WSJ] Trump Plans Final Interviews With Fed Chair Candidates in Coming Days
[WSJ] Massive Debt-Fueled Deals Are Back on Wall Street
[WSJ] Silicon Valley Is Racing to Make Critical Minerals—and Blunt China’s Dominance
[WSJ] Global Trade Flows Show Surprising Strength Despite Strain Of Higher U.S. Tariffs
[WSJ] No Rescue for ACA Subsidies in GOP Senators’ Healthcare Plan
[WSJ] Russian and Chinese Bombers Fly Joint Patrol Close to Japan
[FT] Donald Trump’s tariffs intensify strain on US farmers, Deere warns
[FT] Christine Lagarde says ECB will probably lift growth forecasts
[FT] Biotech rally mints huge profits for hedge funds
[FT] The clash within civilisations
[CNBC] Stocks are little changed as investors await Fed decision: Live updates
[Yahoo/Bloomberg] Global Bond Yields Hit 16-Year High on Fading Rate-Cut Bets
[Yahoo/Bloomberg] Silver Powers Past $60 as Speculators Chase Upside Momentum
[AP] Federal Reserve likely to cut rates, may signal just one more reduction next year
[Yahoo Finance] There's no guarantee the Fed's rate cuts will lower the rates that matter
[Yahoo/Bloomberg] The Great Income Squeeze Begins as Fed Spells End to Easy Yields
[CNBC] Trump to start final Fed chair interviews beginning with Kevin Warsh
[CNBC] Refinance demand for FHA loans jumps 24%, as homeowners seek the most savings they can
[Axios] Small-business owners are losing confidence
[Axios] Wall Street is hedging the AI trade in 2026
[CNBC] Trump says he ‘heard’ Biden Fed appointments were signed by autopen, tells aide to investigate
[Yahoo/Bloomberg] China’s DeepSeek Uses Banned Nvidia Chips for AI Model, Report Says
[CNBC] China consumer inflation hits near two-year high despite deeper-than-expected producer deflation
[Axios] Trump's new cold war with Europe
[Yahoo/Bloomberg] Over 500,000 Flee Thai-Cambodia Clash as Trump to Call Leaders
[NYT] Divisions to Dominate Fed’s Last 2025 Meeting, Leaving Rate Outlook Unclear
[NYT] Why Markets Are Getting Anxious About the Fed
[WSJ] Can the Next Fed Chair Assuage Both Trump and Wall Street?
[WSJ] Trump Plans Final Interviews With Fed Chair Candidates in Coming Days
[WSJ] Massive Debt-Fueled Deals Are Back on Wall Street
[WSJ] Silicon Valley Is Racing to Make Critical Minerals—and Blunt China’s Dominance
[WSJ] Global Trade Flows Show Surprising Strength Despite Strain Of Higher U.S. Tariffs
[WSJ] No Rescue for ACA Subsidies in GOP Senators’ Healthcare Plan
[WSJ] Russian and Chinese Bombers Fly Joint Patrol Close to Japan
[FT] Donald Trump’s tariffs intensify strain on US farmers, Deere warns
[FT] Christine Lagarde says ECB will probably lift growth forecasts
[FT] Biotech rally mints huge profits for hedge funds
[FT] The clash within civilisations
[CNBC] Stocks are little changed as Trump approves Nvidia chips sales to China: Live updates
[Yahoo/Bloomberg] Oil Holds Biggest Decline in Three Weeks With Glut in Focus
[AP] Federal Reserve set to cut rate but may signal a pause to come
[Yahoo/Reuters] Hedge funds and state-backed investors bet on volatility in 2026
[Reuters] Morning Bid: Markets riddled with anxiety on almost-Fed day
[Yahoo/Reuters] Trump says support for interest rate cuts is key test for Fed chair nominee
[Yahoo/Bloomberg] Trump’s Nvidia Shift Hands Xi an Opening on Security Curbs
[Yahoo/Reuters] China to limit access to Nvidia's H200 chips despite Trump export approval, FT reports
[Yahoo/Fortune] Borrowing by AI companies represents a ‘mounting potential threat to the financial system,’ top economist says
[Axios] AI's energy gusher
[Yahoo/Bloomberg] US, India Seek to Reset Ties as Trade Deal Remains Elusive
[Reuters] China's Li says tariff consequences increasingly evident
[AP] Zelenskyy refuses to cede land to Russia as he rallies European support
[Reuters] Japan threatening us militarily, China tells German foreign minister
[Bloomberg] Trump Says Rate Cut Will Be Litmus Test For New Fed Chair
[Bloomberg] US Small-Business Optimism Rises on Brighter Sales Outlook
[Bloomberg] Options Traders Bracing for Wild Stock Trading Off Fed Decision
[Bloomberg] The Solution to Hedge Fund Leverage Isn’t More Market Risk
[Bloomberg] Private Credit Hit Deployment Record Last Year, ACC Report Says
[Bloomberg] Traders Are Betting on Fewer Interest-Rate Cuts Across the Globe
[Bloomberg] Fed May Need QE If Market Questions New Chair, Man Group Says
[Bloomberg] When Banks Need Capital, Synthetic Isn’t Good Enough
[Bloomberg] Japan’s Katayama Says Watching Market Trends as Yields Near 2%
[Bloomberg] Japan Builds Up ‘Missile Archipelago’ Near Taiwan to Counter China
[Bloomberg] Merz Says Parts of US Security Strategy Unacceptable for Europe
[Bloomberg] South Korea Scrambles Jets as Chinese, Russia Warplanes Approach
[WSJ] An Unusually Divided Fed Is Expected to Deliver a Rate Cut
[WSJ] Consumer Loans Are Getting Harder to Tally—and the Risks Harder to Gauge
[WSJ] Sam Altman’s Sprint to Correct OpenAI’s Direction and Fend Off Google
[WSJ] China’s Manufacturing Is Booming Despite Trump’s Tariffs
[WSJ] Bank of Japan Governor Sees Little Danger of Rapid Pickup in Inflation
[FT] First Brands rescue loan tumbles in value as bankruptcy drags on
[FT] Data centre boom sparks deals rush
[FT] Russia’s hybrid warfare puts Europe to the test
[FT] El-Erian: The significance of the next Fed chair choice
[FT] China’s open-source AI is a national advantage
[Ft] Trump thrashes European leaders in wide-ranging interview: ‘I think they’re weak’
[CNBC] Stocks are little changed after Wall Street notches back-to-back winning weeks: Live updates
[Yahoo/Bloomberg] Powell’s Vote-Gathering Challenge Shows Test for Next Fed Chair
[Axios] Yes, AI is in a bubble. No, it's not just hype.
[Axios] Where homes are losing value most
[Yahoo/Reuters] German corporate bankruptcies to surge to a decade high in 2025
[AP] China’s exports grow 5.9% in November, while US shipments drop 29%
[Reuters] Chinese carrier holds air drills as Tokyo, Beijing trade barbs
[Reuters] Thailand launches air strikes at Cambodia as border tensions reignite
[Bloomberg] Trump Says He’ll Sign Executive Order Curbing State AI Rules
[Bloomberg] Companies Are Rushing to Bond Markets for Cut-Price M&A Funding
[Bloomberg] Coreweave Shares Fall on $2 Billion Convertible Note Deal
[Bloomberg] Vanke Bondholders Discuss Payment Delay With Shenzhen Officials
[Bloomberg] Chinese Property Firm Wanda Seeks to Delay Payment on $400 Million Bond
[Bloomberg] China’s Trade Surplus Tops $1 Trillion After Exports Rebound
[Bloomberg] Britain Is Headed for Another Huge Spending Fight
[NYT] Powell Faces Pressure From Multiple Fronts as Fed Prepares to Cut Rates
[NYT] China’s Weak Currency Is Powering Its Exports and Drawing Criticism
[WSJ] The Accounting Uproar Over How Fast an AI Chip Depreciates
[WSJ] 401(k)s Are Minting a Generation of ‘Moderate Millionaires’
[WSJ] Trump to Unveil $12 Billion Bailout for Farmers
[WSJ] The Year of America’s Cranky Consumer
[WSJ] Japan Is Out Spending. Bond Markets Seem Nervous About Picking Up the Tab.
[FT] Central bankers take centre stage
[FT] The power crunch threatening America’s AI ambitions
[FT] Donald Trump drives historic shift of power from investors to boardrooms
[FT] Trump’s America and a clash of civilisations with Europe
[Yahoo/Bloomberg] Powell on track for Fed rate cut despite some dissent
[Reuters] Wall St Week Ahead: Fed's internal split puts spotlight on Powell's rate guidance, dissents
[Yahoo Finance] Crucial Fed decision looms as stocks fly high near records: What to watch this week
[Axios] It's a winner-take-most economy
[Yahoo/Bloomberg] What Bubble? Asset Managers in Risk-On Mode Stick With Stocks
[Yahoo/Bloomberg] Fate of Fed’s Cook Tied to Supreme Court Case on Trump Firings
[Yahoo/Bloomberg] Macron Warns EU May Hit China With Tariffs Over Trade Surplus
[AP] Russian strikes kill 4 as US and Ukraine officials wrap up third day of diplomatic talks
[Politico] Trump’s son suggests president may walk away from Ukraine
[Politico] EU needs its own Ukraine peace plans, says defense commissioner
[Bloomberg] China’s PBOC Extends Gold-Buying Streak as Metal’s Rally Cools
[Bloomberg] China Jet Locks Radar on Japan Military Planes as Tensions Brew
[NYT] A Mysterious Company Came to Town With a $165 Billion Idea
[WSJ] Why Nvidia and Other AI Stocks Have Lost Their ‘Quality’ Status
[WSJ] Trump’s Top Advisers Wage Campaign to Shift His Focus to High Prices
[WSJ] Chinese Jets Locked Radar on Japanese Fighters
[WSJ] See How a Chinese Invasion of Taiwan Could Unfold
[FT] Fed expected to cut rates despite deep divisions over US economic outlook
[FT] America’s affordability crunch is real — and worse under Trump
[FT] Japan frustrated at Trump administration’s silence over row with China
[FT] Ukraine’s Black Sea attacks trigger surge in shipping insurance prices
[Reuters] Wall St Week Ahead: Fed's internal split puts spotlight on Powell's rate guidance, dissents
[Yahoo/Bloomberg] US Treasuries Wrap Up Worst Week Since April Amid Fed Doubts
[Yahoo/Bloomberg] US Bank Regulators Ease Post-Crisis Curbs on Leveraged Loans
[Yahoo/Telegraph] Britain’s bond vigilantes target Trump’s America
[Yahoo Finance] More housing markets are shifting toward buyers. It’s not enough to make them want to buy.
[AP] Russia unleashes massive drone and missile attack on Ukraine as diplomatic talks continue
[Bloomberg] Private Market FOMO Over AI Will Lead to Mistakes, Bravo Says
[Bloomberg] Ukraine Says It Hit Russia’s Ryazan Refinery as Moscow Strikes
[NYT] Scott Bessent on Tariffs, the Fed and the Economy
[WSJ] China’s Growth Is Coming at the Rest of the World’s Expense
[WSJ] U.S. Flips History by Casting Europe—Not Russia—as Villain in New Security Policy
[FT] Surging gas prices worsen affordability crisis for Americans
[FT] Crypto’s rocky year
[FT] Ukraine, Europe and the new economics of war
[FT] Jair Bolsonaro backs son Flávio to lead Brazil’s rightwing movement
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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