Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[Yahoo/Bloomberg] Stocks Advance; Bitcoin Trades at $100,000: Markets Wrap
[Yahoo/Bloomberg] Adani Scraps $600 Million Bond, Notes Slide After US Charges
[Yahoo/Bloomberg] French Bond Risk Rises as Budget Tensions Keep Markets on Edge
[Yahoo/Bloomberg] Oil Rises on Signs of Further Escalation in Russia-Ukraine War
[Yahoo/Reuters] US weekly jobless claims unexpectedly fall
[Yahoo/Bloomberg] Trump Seeks Perfect Treasury Candidate as Search Drags On
[Yahoo/Bloomberg] Nvidia Says New Chip on Track After Forecast Disappoints
[Yahoo/Bloomberg] Trump and Fed Chair Powell could be set on a collision course over interest rates
[Yahoo/Bloomberg] Fed's Barkin says US is vulnerable to inflation shocks, FT reports
[Yahoo/Reuters] Fed's Williams sees inflation cooling and interest rates falling further, Barron's reports
[Yahoo/Bloomberg] BOJ’s Ueda Indicates Next Meeting Is Live With Uncertain Outcome
[Yahoo/Reuters] BOJ Ueda says will 'seriously' take into account FX impact on economy, prices
[AP] Ukraine says Russia launched an intercontinental missile in an attack for the first time in the war
[NYT] Dissecting the DOGE Playbook
[WSJ] U.S. Could Face ‘Liz Truss Moment’ Without Action on Debt Mountain
[WSJ] Trump’s Growth and Trade Agendas Are at Odds. His Economic Team Will Point to the Winner.
[WSJ] China Is Building 30,000 Miles of High-Speed Rail—That It Might Not Need
[FT] US is vulnerable to inflation shocks, top Fed official warns
[FT] How is private credit weathering its first big rate hiking cycle?
[FT] Indian billionaire Gautam Adani charged in US over alleged $250mn bribery scheme
[Yahoo/Bloomberg] Stocks Advance; Bitcoin Trades at $100,000: Markets Wrap
[Yahoo/Bloomberg] Adani Scraps $600 Million Bond, Notes Slide After US Charges
[Yahoo/Bloomberg] French Bond Risk Rises as Budget Tensions Keep Markets on Edge
[Yahoo/Bloomberg] Oil Rises on Signs of Further Escalation in Russia-Ukraine War
[Yahoo/Reuters] US weekly jobless claims unexpectedly fall
[Yahoo/Bloomberg] Trump Seeks Perfect Treasury Candidate as Search Drags On
[Yahoo/Bloomberg] Nvidia Says New Chip on Track After Forecast Disappoints
[Yahoo/Bloomberg] Trump and Fed Chair Powell could be set on a collision course over interest rates
[Yahoo/Bloomberg] Fed's Barkin says US is vulnerable to inflation shocks, FT reports
[Yahoo/Reuters] Fed's Williams sees inflation cooling and interest rates falling further, Barron's reports
[Yahoo/Bloomberg] BOJ’s Ueda Indicates Next Meeting Is Live With Uncertain Outcome
[Yahoo/Reuters] BOJ Ueda says will 'seriously' take into account FX impact on economy, prices
[AP] Ukraine says Russia launched an intercontinental missile in an attack for the first time in the war
[NYT] Dissecting the DOGE Playbook
[WSJ] U.S. Could Face ‘Liz Truss Moment’ Without Action on Debt Mountain
[WSJ] Trump’s Growth and Trade Agendas Are at Odds. His Economic Team Will Point to the Winner.
[WSJ] China Is Building 30,000 Miles of High-Speed Rail—That It Might Not Need
[FT] US is vulnerable to inflation shocks, top Fed official warns
[FT] How is private credit weathering its first big rate hiking cycle?
[FT] Indian billionaire Gautam Adani charged in US over alleged $250mn bribery scheme
[Yahoo/Bloomberg] Stocks Rise With Nvidia Results in Focus: Markets Wrap
[Yahoo/Bloomberg] Oil Rises as Traders Weigh Geopolitical Risks, Rising Stockpiles
[Yahoo/Bloomberg] Trump’s Treasury Search Gains Steam With Fresh Round of Meetings
[Yahoo/Reuters] Trump to interview Warsh, Rowan for Treasury job on Wednesday, Bloomberg News reports
[Axios] Trump's messy coalition
[CNBC] Weekly mortgage demand inched up, despite higher interest rates. Here’s why
[Reuters] Morning Bid: Nvidia vigil sees risk overcome safety
[Yahoo/Bloomberg] AI Boom Turns Power Firms Into Biggest US Hybrid Capital Engine
[Yahoo/Reuters] ECB warns of 'bubble' in AI stocks as funds deplete cash buffers
[Yahoo/Bloomberg] ‘Difference Is Trump’: American Homebuyers Brace for Rate Pain
[Yahoo/Bloomberg] Chinese Banks Hold Lending Rates Steady After Big Cut Last Month
[Yahoo/Bloomberg] Euro-Zone Wage Growth Surges in Test for ECB Rate Cuts
[Yahoo/Bloomberg] France's Le Pen threatens to topple government on cost-of-living concerns
[CNN] European officials cry sabotage after two internet cables are cut in the Baltic Sea
[Reuters] US shuts Kyiv embassy due to 'potential significant air attack'
[Reuters] Kremlin says Russia-US hotline to deflate crisis not in use
[Reuters] North Korea troops have joined Ukraine war battles a
[Bloomberg] BOE Hits the Pause Button Until February
[NYT] Trump’s Treasury Challenge: A Pick Who Loves Tariffs Yet Calms Markets
[WSJ] He Rose to Riches in Hong Kong. Now He’s a Symbol of China’s Crackdown.
[FT] Marc Rowan emerges as a top contender to be Donald Trump’s Treasury secretary
[FT] How oil ‘wildcatters’ ended up in charge of Donald Trump’s energy policy
[FT] ECB warns low growth and high debt risk Eurozone crisis
[FT] Eurozone wages rise by 5.4% in third quarter
[FT] Citadel Securities aims to become big player in Eurozone bond trading
[Yahoo/Bloomberg] Stocks Fall as Russia-Ukraine War Rattles Traders: Markets Wrap
[CNBC] Russia-U.S. tensions hit global markets as Putin lowers the threshold for a nuclear strike
[Reuters] Safe-haven assets rally as US-Russia tensions spike over Ukraine
[Reuters] Gold hits one-week high on softer dollar; markets await Fed cues
[Yahoo/Bloomberg] Oil Retreats After Rally as North Sea Field Partially Restarts
[Axios] Putin ramps up nuclear threats over Ukraine strikes
[AP] Russia says Ukraine fired 6 US-made ATACMS at the Bryansk region, days after Biden policy shift
[AP] Putin lowers the threshold for using his nuclear arsenal after Biden’s arms decision for Ukraine
[Reuters] Putin issues warning to United States with new nuclear doctrine
[Yahoo/Reuters] US single-family housing starts tumble in October
[Yahoo/Bloomberg] Japan and China Dump US Treasuries Before Trump’s Victory
[Reuters] Morning Bid: Treasuries pop on US Secretary race, Russia warning
[Yahoo/Bloomberg] DOJ Will Push Google to Sell Chrome to Break Search Monopoly
[AP] Moscow warns the US over allowing Ukraine to hit Russian soil with longer-range weapons
[AP] Germany's defense minister says damage to 2 Baltic data cables appears to be sabotage
[AP] 45 activists get 4 to 10 years in prison in Hong Kong’s biggest national security case
[Reuters] 'Hong Kong 47': Reaction to jailings of democrats
[Bloomberg] China Consumers Remain Cautious Despite Stimulus, BCG Says
[WSJ] Car-Loan Delinquencies Aren’t Scaring Off Wall Street
[WSJ] It Isn’t Just Data Centers—AI’s Plumbing Needs an Upgrade
[WSJ] Israel Finds Large Troves of Russian Arms in Hezbollah’s Hands
[FT] Ukraine strikes Russia with US-made long-range missiles for first time
[FT] Corporate insiders cash in on post-election US stock market surge
[FT] China scrambles to connect with potential Trump officials
[FT] Goldman Sachs chief warns global investors are staying on the ‘sidelines’ in China
[Yahoo/Bloomberg] Tesla Lifts Nasdaq Futures; Bitcoin Tops $90,000: Markets Wrap
[Yahoo/Bloomberg] Gold Rebounds as Goldman Reiterates $3,000 Target for 2025
[Yahoo/Bloomberg] Oil Holds Near Seven-Week Low on Concerns Over Supply and China
[Yahoo/Bloomberg] Goldman Says ‘Go for Gold’ as Central Banks Buy, Fed Cuts in ‘25
[AP] This week: housing starts, home sales, consumer sentiment
[Yahoo/Bloomberg] Options Traders Unwind Bullish US Stock Wagers on Rate Concerns
[Axios] Johnson doesn't rule out use of recess appointments
[AP] Moscow warns US over allowing Ukraine to hit Russian soil with long-range weapons
[Axios] Trump confirms he will declare national emergency to carry out mass deportations
[Axios] Behind the Curtain: America's tectonic shifts
[Yahoo/Bloomberg] Ueda’s Caution Over Hinting at BOJ Hike Timing Weakens Yen
[Reuters] BOJ chief sees higher chance of wage-driven inflation in Japan
[Yahoo/Bloomberg] Shadow Banks to Face Reins on Leverage Following Watchdog Probe
[Bloomberg] French Budget Heads Toward Game of Chicken With Le Pen
[NYT] The Race to Lead Trump’s Treasury Dept. Is Becoming a Cliffhanger
[WSJ] As Beijing Threatens, Taiwan Looks Nervously at Trump
[WSJ] BOJ Governor Sticks to Stance on More Rate Hikes Despite U.S. Uncertainty
[FT] Trump’s attack on the enemy within will delight America’s real foes
[Yahoo/Bloomberg] Bessent, Lutnick in Final Push for Trump Treasury Secretary Pick
[Yahoo Finance] Stock rally stumbles with Nvidia earnings on tap: What to know this week
[Yahoo Finance] The holidays are coming and experts say Americans will be opening their wallets
[Yahoo/Bloomberg] Emerging Bonds Look Primed for Losses as Trump Tariff Fears Grow
[Reuters] New Nvidia AI chips face issue with overheating servers, The Information reports
[Reuters] Russia pounds Ukraine's power grid in 'massive' air strike
[Yahoo/Bloomberg] Power Out at Ukraine Atomic Plants After Russian Missile Strikes
[Reuters] Taiwan, democracy, development are China's 'red lines', Xi tells Biden
[Reuters] Japanese troops to train with Australia, US militaries in Darwin
[Reuters] Tropical wetlands are releasing a methane bomb, threatening climate plans
[Bloomberg] Sheinbaum’s Mexico Is Ground Zero for Trump’s Threatened Trade War
[Bloomberg] North Korea May End Up Sending Putin 100,000 Troops for His War
[WSJ] Investors Are Betting on a Market Melt-Up
[WSJ] Messy Fight for Trump’s Treasury Chief Spills Into Public
[WSJ] China’s Heavyweight Coast Guard Ships Bring Muscle to Sea Disputes
[FT] The new titans of Wall Street
[FT] Trading assets at US banks cross $1tn for first time since financial crisis
[FT] Restart of Three Mile Island tests US appetite for nuclear revival
[FT] Donald Trump victory threatens to throw G20 initiatives into disarray
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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