Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[Reuters] Wall St Week Ahead Nvidia earnings in focus as rising US yields, debt rattle markets
[The Hill] House Republicans warn Senate GOP against watering down Trump agenda bill
[The Hill] GOP bill locks in new deficit plateau as bond market quakes
[Politico] Trade talks bog down as countries — and White House — race to meet July deadline
[Yahoo/Bloomberg] Trump Shocks With US Steel-Nippon Approval But Details Elusive
[Reuters] Ukraine says 15 people hurt in 'massive' Russian attack on Kyiv
[Bloomberg] Trump’s New Tariff Threats Show Trade Uncertainty Here to Stay
[Bloomberg] Trump Risks US Consumer Discontent With His Tariffs, Poll Shows
[Bloomberg] Fate of $20 Billion US Home Solar Market Lies in GOP Senate Hands
[NYT] Pivoting From Tax Cuts to Tariffs, Trump Ignores Economic Warning Signs
[NYT] Universities See Trump’s Harvard Move as a Threat to Them, Too
[WSJ] Why Trump Lashed Out at Europe Over Trade
[WSJ] Tim Cook’s Bad Year Keeps Getting Worse
[WSJ] Is Trump Trying to Destroy Harvard?
[FT] Donald Trump makes risky bet by rekindling his trade war with the EU
[FT] Dollar notches biggest weekly drop since tariffs sell-off over US debt fears
[FT] The Fed’s not making a profit
[FT] Rating agencies in public brawl over scores for private credit
[Reuters] Wall St Week Ahead Nvidia earnings in focus as rising US yields, debt rattle markets
[The Hill] House Republicans warn Senate GOP against watering down Trump agenda bill
[The Hill] GOP bill locks in new deficit plateau as bond market quakes
[Politico] Trade talks bog down as countries — and White House — race to meet July deadline
[Yahoo/Bloomberg] Trump Shocks With US Steel-Nippon Approval But Details Elusive
[Reuters] Ukraine says 15 people hurt in 'massive' Russian attack on Kyiv
[Bloomberg] Trump’s New Tariff Threats Show Trade Uncertainty Here to Stay
[Bloomberg] Trump Risks US Consumer Discontent With His Tariffs, Poll Shows
[Bloomberg] Fate of $20 Billion US Home Solar Market Lies in GOP Senate Hands
[NYT] Pivoting From Tax Cuts to Tariffs, Trump Ignores Economic Warning Signs
[NYT] Universities See Trump’s Harvard Move as a Threat to Them, Too
[WSJ] Why Trump Lashed Out at Europe Over Trade
[WSJ] Tim Cook’s Bad Year Keeps Getting Worse
[WSJ] Is Trump Trying to Destroy Harvard?
[FT] Donald Trump makes risky bet by rekindling his trade war with the EU
[FT] Dollar notches biggest weekly drop since tariffs sell-off over US debt fears
[FT] The Fed’s not making a profit
[FT] Rating agencies in public brawl over scores for private credit
[CNBC] Dow futures tumble 500 points as Trump threatens new tariffs against the EU and Apple: Live updates
[Yahoo/Bloomberg] Oil Extends Weekly Slump as Trump Floats 50% Tariff on the EU
[Yahoo/Bloomberg] Platinum Climbs to Two-Year High as it Heads for 10% Weekly Gain
[CNBC] Trump recommends 50% tariff on European Union starting June 1
[Axios] Trump threatens "straight 50%" tariff on European Union
[CNBC] Trump says a 25% tariff ‘must be paid by Apple’ on iPhones not made in the U.S.
[Yahoo/Reuters] Trump re-escalates trade threats, aiming at Apple, European Union
[Reuters] Trump's chaotic tariff war, and how it has evolved
[Yahoo/Bloomberg] US debt limit nail-biter looms as Senate ponders Trump tax bill
[Yahoo/Bloomberg] Trump Calls Japan’s Ishiba Ahead of Latest Tariff Talks
[Yahoo/Bloomberg] US Tariff Countdown Has Nations Racing to Turn Talks Into Deals
[Yahoo/Bloomberg] Senior US-China Officials Vow to Keep Communication Lines Open
[CNBC] Japan’s core inflation climbs to 3.5%, highest in more than 2 years
[Yahoo/Bloomberg] China 50-Year Bond Yields Rise in Auction, First Time Since 2022
[Bloomberg] US Long-Term Borrowing Costs Surge Over Deficit Concerns
[Bloomberg] Trump’s Fannie, Freddie Pitch: Who Stands to Win or Lose
[Bloomberg] Harvard’s Foreign Students Are Stunned and Devastated by Trump’s Ban
[Bloomberg] Summers Slams Trump’s Move Against Harvard as ‘Stuff of Tyranny’
[Bloomberg] Lagarde Says International Trade Will Never Be the Same
[Bloomberg] Japan’s Top Life Insurer Says Unrealized Bond Losses Tripled
[Bloomberg] Taiwan Life Head Loses Sleep on FX, Plans on New Reserves Rule
[NYT] Republicans Harness Tax Code to Punish Trump’s Political Nemeses
[NYT] G7 Finance Ministers Show Unity in Support of Ukraine Against Russia
[WSJ] Bond Market to Washington: We’ll Make You Pay
[WSJ] Rooftop Solar Takes Gut Punch in House Tax Bill
[WSJ] Harvard Sues Trump Administration to Stop Block of International Students
[FT] Trump warns of 50% tariff on EU imports from next month
[FT] US debt fears put dollar on track for worst week since tariffs sell-off
[FT] Tett: Trump’s ‘big, beautiful’ budget is spooking investors
[FT] US-China trade war is pushing Asian nations to pick sides, ministers warn
[FT] Supreme Court signals it could shield Federal Reserve from Donald Trump
[FT] Donald Trump’s slapdown diplomacy
[CNBC] Stocks are flat as traders eye jumping bond yields: Live updates
[Yahoo/Bloomberg] Oil Extends Decline as OPEC+ Considers Another Output Surge
[Yahoo/Bloomberg] Bond Market Warns Trump, Congress on Dangers of Swelling Deficit
[AP] House Republicans pass Trump’s big bill of tax breaks and program cuts after all-night session
[Axios] House passes Trump's "big, beautiful bill" after tense GOP talks
[AP] US filings for jobless aid, a proxy for layoffs, inch down modestly last week as uncertainty lingers
[Yahoo/Reuters] JPMorgan's Dimon warns of US stagflation risk, Bloomberg News reports
[Yahoo/Reuters] Trump says he's seriously considering taking Fannie Mae and Freddie Mac public
[Yahoo/Bloomberg] Trump’s ‘Little Problem’ With Tim Cook Is a Big One for Apple
[Yahoo/LAT] After L.A. wildfires, Edison faces blowback over proposed rate hike
[Yahoo/Bloomberg] Trump Stages Another Oval Office Ambush, Lecturing Ramaphosa
[Bloomberg] Long-Term Bond Yields Soar Globally on Fiscal Policy Fears
[Bloomberg] Dimon Warns of US Stagflation Risk, Says Fed Right to Hold
[Bloomberg] GOP Ends Clean Energy Credits Years Earlier in Revised Bill
[Bloomberg] It’s Never Been Harder to Make It in Venture Capital
[Bloomberg] Iran Gives ‘Serious Warning’ After Israeli Nuclear Strike Report
[NYT] The House Passed Trump’s Megabill. Bond Investors Are Worried.
[WSJ] Breaking Down What’s in the GOP Tax Bill
[WSJ] House Passes Trump Tax Bill After Last-Minute Changes
[WSJ] The Deficit Is Unsettling Bond Traders. Here’s How That Affects the Economy.
[WSJ] The Fortress That China Built for Its Battle with America
[WSJ] Private Credit Has a Problem: Too Much Money
[WSJ] Trump Tells European Leaders in Private That Putin Isn’t Ready to End War, European Officials Say
[FT] UK government borrowing hits £20.2bn in April
[CNBC] Stocks drop as bond rates move higher: Live updates
[CNBC] 30-year Treasury yield tops 5%, 10-year hits 4.5% on deficit concerns
[Yahoo/Bloomberg] Dollar Hits One-Month Low as G-7 Sparks Fresh FX Policy Watch
[Yahoo/Bloomberg] Oil Climbs on Report That Israel Is Preparing to Strike Iran
[AP] House GOP grinding ahead with Trump’s big tax cuts bill, but new report says it will add to deficit
[Axios] Trump's $4 trillion deficit bomb
[Yahoo Finance] GOP appears set to unveil a more generous SALT break in Trump’s 'big beautiful bill' as vote nears
[Yahoo/Bloomberg] Trump Loses Patience With SALT Demand as Tax Bill Faces Snag
[CNBC] Mortgage demand drops after interest rates jump to the highest level since February
[Yahoo/Bloomberg] US mortgage rates rise to three-month high, slowing home demand
[Yahoo/Reuters] China warns of legal consequences to those involved in US chip measures
[Yahoo/Bloomberg] Mnuchin Flags US Budget Deficit as Bigger Worry Than Trade Gap
[AP] UK inflation rises to its highest level since January 2024 after domestic bills spike
[AP] Iran insists it will never stop enriching uranium as US says it must if a new deal is to be reached
[Bloomberg] Fed’s Daly, Hammack Stress Wait-And-See Policy Approach
[Bloomberg] Dudley: The Fed Should Prepare Markets for the Unexpected
[Bloomberg] US-China Tensions Over Chips Risk Hurting Trade Truce, Dialogue
[Bloomberg] Goldman Says Hedge Funds Cut Magnificent Seven, Bought China Stocks
[Bloomberg] Tariffs Threaten Double Blow to Small US Banks
[Bloomberg] Taiwan’s Central Bank Says It Let Currency Soar to Reset Market
[Bloomberg] Private Equity Is Troubled, $1 Trillion Kuwait Fund’s Boss Warns
[Bloomberg] Sputtering Iran-US Talks Revive Specter of Israeli Solo Strike
[Bloomberg] Global Forest Loss Tops Record as Wildfires Drive Destruction
[NYT] Why the ‘Big, Beautiful’ Tax Bill Is Worrying Bond Investors
[WSJ] Trump Warns GOP Dissenters to Drop Objections on SALT, Medicaid
[WSJ] Trump’s Economic Agenda Hinges on Tax Bill That Divides His Own Party
[FT] Tariff wars ignore the win-win from comparative advantage in trade
[FT] Corporate Japan warns of $28bn blow from US tariffs
[FT] US life insurers’ offshore reinsurance liabilities breach $1tn
[CNBC] S&P 500 slips after benchmark index rises for sixth straight day: Live updates
[Yahoo/Bloomberg] Japan Bonds Plunge as Weak Auction Adds to Fear Over BOJ Retreat
[Yahoo/Reuters] Japan's super-long bond yields soar to records as market frets about demand
[Yahoo/Bloomberg] Oil Swings as Iran Leader Throws Fresh Doubts Over Deal With US
[AP] Trump is heading to Capitol Hill to persuade divided GOP to unify around his ‘big, beautiful’ bill
[Axios] Johnson offers $40,000 SALT deduction cap with income limits
[Axios] Tornado-spawning storms threaten central U.S. after deadly outbreak
[AP] More severe weather pummels the central US as thousands recover from deadly tornadoes
[Yahoo/Reuters] Japan is sticking to demand for US to eliminate tariffs, trade envoy says
[Reuters] Dollar set for more weakness as 'Brand USA' falls further out of favor
[Yahoo Finance] Citi CEO: Something 'deeper' is going on in financial markets right now
[Yahoo/Bloomberg] ECB Sees Financial Stability Risks From Escalating Global Trade Tensions
[Yahoo/Reuters] ECB's Escriva sees risks to global financial sector from U.S. trade policies
[AP] Slow progress and no major breakthroughs dampen hopes for Russia-Ukraine peace deal
[BBC] Trump's call with Putin exposes shifting ground on Ukraine peace talks
[Reuters] EU, Britain go ahead with new Russia sanctions without waiting for Trump
[AP] Iran’s supreme leader rejects US stance on uranium enrichment
[Reuters] China cuts key rates to aid economy as trade war simmers
[Yahoo/Bloomberg] China Ran Record Budget Deficit With Spending Blitz Amid Tariffs
[Yahoo/Bloomberg] China Imports the Most Platinum in a Year as Squeeze Tightens
[Bloomberg] SALT Agreement Remains Elusive for House GOP on Trump Tax Bill
[Bloomberg] Florida's Real Estate Strength Is Turning Into a Weakness
[Bloomberg] US Downgrade Sounds Alarm for Hong Kong Funds in Treasuries
[Bloomberg] China Banks Cut Deposit Rates to Aid Margins, Drive Spending
[Bloomberg] Japan’s 20-Year Bond Auction Gets Weakest Demand Since 2012
[WSJ] Breaking Down What’s in the GOP Tax Bill
[WSJ] America’s Fiscal Situation Threatens the Good Mood on Wall Street
[WSJ] Radical Market Swings Leave Some in the Pension Crowd on Edge
[FT] Donald Trump’s ‘big, beautiful’ tax bill heightens concerns over US debt
[FT] Has Donald Trump abandoned Ukraine?
[FT] Will Trump’s tariff climbdown save the US from recession?
[FT] Iran’s supreme leader says he does not expect US talks to ‘yield results’
[FT] Japan’s long-term borrowing costs hit record high on demand fears
[FT] China’s Xi Jinping steps up calls for industrial self-sufficiency amid trade war
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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