Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] S&P 500 futures are little changed after Alphabet, Tesla post earnings: Live updates
[AP] US applications for jobless benefits fall for sixth straight week, remain at historically low level
[AP] Trump to visit Federal Reserve headquarters as feud with its chair continues
[Reuters] Conditions as loose as 2021 call into question more Fed cuts
[Yahoo/Bloomberg] Microsoft Hack Hits Hundreds of Firms, Agencies as Damage Spreads
[Axios] What meme stock mania says about the market rally
[Axios] Trump's "Russiagate" crusade enters fraught new territory
[AP] European Central Bank leaves interest rates unchanged as it assesses impact of Trump tariffs
[Reuters] China's Xi warns EU to 'make correct strategic choices' at tense summit
[AP] Europe and China holding scaled-back summit with expectations low for major agreements
[Yahoo/Reuters] Japan's factory activity slips into contraction in July, PMI shows
[Yahoo/Bloomberg] HK Arrests 18-Year-Old Over ‘Seditious Words’ in Bathroom
[Bloomberg] The Fed Needs to Tread Carefully With This Strange Dollar
[Bloomberg] Euro-Zone Private Sector Grows at Fastest Pace in Almost a Year
[Bloomberg] Europe’s Junk Loan Market Shows Rare Sign of Investor Fatigue
[Bloomberg] China’s 30-Year Bond Auction Draws Highest Yield Since March
[NYT] The Stock Market’s Most Unserious Season Is Back and Dorkier Than Before
[NYT] Trade Deal Could Give Japanese Cars a Leg Up in U.S. Market
[NYT] The Chatbot Culture Wars Are Here
[WSJ] Trump to Tour Federal Reserve, Ramping Up Pressure Campaign on Powell
[WSJ] Trump’s New Trade Standard Takes Shape With 15% Tariff Deal
[WSJ] Global Economies Show Resilience Despite Tariff Fears, Surveys Show
[WSJ] The West’s Insatiable Demand for Missiles Is Boosting U.S. Weapons Makers
[FT] Donald Trump to visit Federal Reserve after attacking $2.5bn renovation
[FT] Nvidia AI chips worth $1bn smuggled to China after Trump export controls
[FT] Thai fighter jets strike Cambodia as border clashes erupt
[CNBC] S&P 500 futures are little changed after Alphabet, Tesla post earnings: Live updates
[AP] US applications for jobless benefits fall for sixth straight week, remain at historically low level
[AP] Trump to visit Federal Reserve headquarters as feud with its chair continues
[Reuters] Conditions as loose as 2021 call into question more Fed cuts
[Yahoo/Bloomberg] Microsoft Hack Hits Hundreds of Firms, Agencies as Damage Spreads
[Axios] What meme stock mania says about the market rally
[Axios] Trump's "Russiagate" crusade enters fraught new territory
[AP] European Central Bank leaves interest rates unchanged as it assesses impact of Trump tariffs
[Reuters] China's Xi warns EU to 'make correct strategic choices' at tense summit
[AP] Europe and China holding scaled-back summit with expectations low for major agreements
[Yahoo/Reuters] Japan's factory activity slips into contraction in July, PMI shows
[Yahoo/Bloomberg] HK Arrests 18-Year-Old Over ‘Seditious Words’ in Bathroom
[Bloomberg] The Fed Needs to Tread Carefully With This Strange Dollar
[Bloomberg] Euro-Zone Private Sector Grows at Fastest Pace in Almost a Year
[Bloomberg] Europe’s Junk Loan Market Shows Rare Sign of Investor Fatigue
[Bloomberg] China’s 30-Year Bond Auction Draws Highest Yield Since March
[NYT] The Stock Market’s Most Unserious Season Is Back and Dorkier Than Before
[NYT] Trade Deal Could Give Japanese Cars a Leg Up in U.S. Market
[NYT] The Chatbot Culture Wars Are Here
[WSJ] Trump to Tour Federal Reserve, Ramping Up Pressure Campaign on Powell
[WSJ] Trump’s New Trade Standard Takes Shape With 15% Tariff Deal
[WSJ] Global Economies Show Resilience Despite Tariff Fears, Surveys Show
[WSJ] The West’s Insatiable Demand for Missiles Is Boosting U.S. Weapons Makers
[FT] Donald Trump to visit Federal Reserve after attacking $2.5bn renovation
[FT] Nvidia AI chips worth $1bn smuggled to China after Trump export controls
[FT] Thai fighter jets strike Cambodia as border clashes erupt
[CNBC] Dow pops after Trump announces Japan trade deal: Live updates
[CNBC] GoPro, Krispy Kreme join the meme party as Wall Street speculation ramps up
[Reuters] Buyers flee Japanese bonds as political, fiscal risks rise
[AP] Asian markets gain, with Japan’s Nikkei up more than 3%, lifted by deal on Trump’s tariffs
[CNBC] Mortgage demand flatlines at low levels, as mortgage rates hit 4-week high
[AP] Trump announces trade deal with Japan that lowers threatened tariff to 15%
[Yahoo/Reuters] Key facts on the US-Japan tariff deal
[Yahoo/Reuters] Japan, US agree to keep current 50% tariff on steel, aluminium, NHK reports
[Yahoo/Reuters] Trump administration not in a rush to replace Powell, Treasury chief Bessent says
[Yahoo/Bloomberg] US Nuclear Weapons Agency Breached in Microsoft SharePoint Hack
[Axios] OpenAI's data center ambitions collide with reality
[Yahoo/Bloomberg] JPMorgan Warns of Stocks Complacency as Earnings Outlook Dims
[Yahoo/Bloomberg] Defiant Ishiba Seeks to Prolong Premiership After US-Japan Deal
[Yahoo/Reuters] BOJ paints gloomy view on economy, signalling go-slow on rate hikes
[Bloomberg] Fed Legend Paul Volcker Would Shrug Over This Attack
[Bloomberg] Japan 40-Year Bond Auction Sees Weakest Demand Ratio Since 2011
[Bloomberg] Tally of Microsoft Victims Surges to 400 as Hackers Capitalize on SharePoint Flaw
[Bloomberg] GoPro, Krispy Kreme Surge as Markets Abuzz About Meme Stocks
[Bloomberg] EU Readies €100 Billion No-Deal Plan to Match US 30% Tariff
[Bloomberg] China’s Long Bonds Join Global Drop as US Trade Tensions Ease
[NYT] As the Dollar Slides, the Euro Is Picking Up Speed
[NYT] Behind Japan’s Trade Deal: 8 Rounds of Talks and ‘Hurrying Slowly’
[WSJ] Trump Goes to Bat for Big Tech in Global Trade Talks
[WSJ] Trump’s Fixation With Greenland Has Ended Denmark’s Love Affair With the U.S.
[FT] Germany and France push EU to prepare trade reprisals against US
[FT] Demand for long-dated Japanese bonds hits 14-year low on PM resignation fears
[FT] Emerging market borrowing premium over US falls to nearly lowest since 2007
[FT] Companies increase lobbying to try to shape Washington’s AI policy
[CNBC] Stocks little changed after S&P 500 posts another record close: Live updates
[Reuters] Oil falls as trade war concerns increase worries about fuel demand
[Reuters] Bessent says he will meet Chinese officials, discuss tariff deadline extension
[Yahoo/Reuters] US Treasury chief: No need for Fed's Powell to step down right now
[Yahoo/Reuters] Bessent says he will meet Chinese officials, discuss tariff deadline extension
[Axios] AI's anything-goes moment
[Yahoo/Bloomberg] Japan’s Ishiba Tries to Buy Time as Calls Mount for New Leader
[AP] Why a far-right party in Japan made big gains
[Yahoo/Reuters] Analysis-How Japan's election outcome muddles the BOJ's policy path
[Politico] Stop playing nice with Trump on trade, France tells Brussels
[Yahoo/Bloomberg] Asia Hedge Fund New Silk Road Shuts After US Investor Pullback
[Bloomberg] Trump Targeting Trade Loopholes Risks 70% of China Exports to US
[Bloomberg] Banks Ready Fresh Push Against Tighter US Capital Rules
[Bloomberg] Trump NATO Envoy Warns China Over ‘Subsidizing’ Russia’s War
[Bloomberg] UK Borrows Billions More Than Expected as Debt Costs Surge
[WSJ] Why Are Stocks Up? Nobody Knows
[WSJ] The Global Economy Is Powering Through a Historic Increase in Tariffs
[WSJ] How China Curbed Its Oil Addiction—and Blunted a U.S. Pressure Point
[WSJ] See How Drones Are Dominating Every Corner of the War in Ukraine
[FT] Why a $2.5bn refurbishment of the Federal Reserve could be Jay Powell’s undoing
[FT] ‘Make Ishiba Go Away’: Japan’s LDP reels after historic defeat
[FT] JPMorgan explores lending against clients’ cryptocurrency
[FT] Trump — emperor of Brazil
[FT] China moves to widen influence at UN and fill US power vacuum
[FT] Asset managers launch active ETFs at record pace
[CNBC] Stocks move higher as traders await big tech earnings, eye trade developments: Live updates
[Yahoo/Bloomberg] Gold Rises With US Interest-Rate Cuts and Tariff Agenda in Focus
[Yahoo/Bloomberg] Yen firms as investors gird for political uncertainty
[Yahoo/Reuters] US not rushing trade deals ahead of August deadline, will talk with China, Bessent says
[CNBC] U.S. plays hardball on tariffs deadline as EU battles for a deal
[Yahoo/Reuters] US Treasury's Bessent says Federal Reserve needs to be examined as an institution
[Yahoo/Reuters] Brazil acknowledges possibility of no US trade deal by August 1
[Yahoo/Bloomberg] Biggest US Power Sale to Offer Glimpse of AI’s Cost to Consumers
[Yahoo/Reuters] U.S. homebuilders head into back half of 2025 with rising costs, tariff uncertainty
[Yahoo/Bloomberg] How Climate Change Is Raising Your Grocery Bill
[Yahoo/Bloomberg] Japan’s Ishiba Tries to Buy Time After Historic Election Setback
[Yahoo/Bloomberg] China Rare-Earth Magnet Exports Jump 158% After Trade Truce
[AP] Russia launches a major aerial attack on Kyiv hours before high-level talks on support for Ukraine
[Bloomberg] Japan Right-Wing Party’s Gains Risk Unnerving Global Investors
[Bloomberg] What’s Behind the New Violence and Israeli Strikes in Syria
[Bloomberg] Heat Wave Scorching Italy and Greece Tests Grids, Sparks Alerts
[WSJ] After Pledging to Keep Prices Low, Amazon Hiked Them on Hundreds of Essentials
[WSJ] Extreme Weather Is Driving Global Food-Price Spikes, Report Says
[WSJ] What Chip-Stock Investors Are Missing About Tariffs
[WSJ] Blank-Check Company Strikes Cryptocurrency Deal
[FT] The threat to central banks from ‘fiscal populism’
[FT] US embassy in China warns exit bans risk straining bilateral relations
[FT] China land sales in smaller cities hit lowest level in a decade
[FT] Top central banker defends climate work after US pushback
[AP] Japan’s governing coalition likely to lose upper house election, exit polls show
[Reuters] Japan PM laments 'harsh' election result as upper house control slips
[Reuters] Wall St Week Ahead Industrial sector's gains to be tested as earnings ramp up
[Yahoo/Bloomberg] ‘Priced for Perfection’: Tariffs Loom Over Richly Valued Stocks
[AP] Less selection, higher prices: How tariffs are shaping the holiday shopping season
[Axios] U.S. still looking at 10% baseline tariff, not higher, Lutnick says
[Yahoo/Fortune] Powell once said he couldn’t imagine leaving the Fed early—other than dying. ‘You will not see me getting in the lifeboat’
[Bloomberg] EU to Prepare Retaliation Plan as US Trade Stance Seen to Harden
[Bloomberg] Junk Bond Investors Pile Into the Riskiest Debt: Credit Weekly
[Bloomberg] Why the Federal Reserve’s Building Renovation Costs $2.5 Billion
[NYT] Wall Street Wants to Make Private Markets a Little More Public
[WSJ] Firing Powell Would Shatter the Economy’s Inflation Defenses
[WSJ] How Bessent Made the Case to Trump Against Firing Fed Chair Powell
[WSJ] Chinese Rare-Earth Magnet Exports Surge After U.S. Trade Truce
[FT] Japan’s ruling coalition braces for losses after downbeat exit poll
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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