Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[Yahoo/WSJ] Gold Futures Rise to Record High on Fed Concerns, Rate-Cut Expectations
[Reuters] Europe stocks steady, bonds struggle ahead of crucial US data this week
[Yahoo/Bloomberg] Indonesian Stocks Slide After Weekend of Protests and Looting
[Yahoo/Bloomberg] Oil Steadies as Putin and Modi Huddle in China After US Tariff
[Yahoo/Reuters] Back to school: markets brace for September risks
[Yahoo/Reuters] ECB's Lagarde warns of risk to world economy via Trump interference on Fed
[Yahoo/Telegraph] Lagarde warns of ‘worrying’ risk of French government collapse
[AP] 1.2M immigrants are gone from the US labor force under Trump, preliminary data shows
[AP] A downturn in international travel to the US may last beyond summer, experts warn
[Axios] How AI can kill you
[Reuters] China's Xi pushes a new global order, flanked by leaders of Russia and India
[Reuters] Modi says Russia and India stand together even in difficult times
[Politico] China’s Xi slams ‘bullying practices’ in thinly veiled snipe at Trump
[Politico] Marine Le Pen seizes her moment to shake France
[Yahoo/Bloomberg] Asia factory activity shrinks as US tariffs bite, China bucks trend
[AP] A look at the world leaders attending China’s SCO summit and military parade
[Bloomberg] What Are Trump’s Options If His Tariffs Are Ruled Unlawful?
[Bloomberg] Silver Climbs Past $40 as US Rate-Cut Bets Fuel Investor Demand
[Bloomberg] China Banks Pressured by Rising Loan Losses, Low Margins
[Bloomberg] Bond Market Watchers Expect India’s Central Bank to Step In as Yields Spike
[Bloomberg] Hedge Funds Are Betting Yen Is About to Make a Bullish Breakout
[NYT] Trump’s Plan to Pack the Fed With Loyalists
[NYT] Smiles and Clasped Hands as Xi, Putin and Modi Try to Signal Unity
[WSJ] Threats to Fed Independence Are ‘Very Worrying,’ ECB’s Lagarde Says
[WSJ] Data Centers That Don’t Exist Yet Are Already Haunting the Grid
[WSJ] Black Americans Are Losing Jobs in a Warning for the Economy
[WSJ] With Another Government on the Brink of Collapse, Is France the New Italy?
[WSJ] Chinese, Russian, Indian Leaders Pledge Cooperation, in a Message to Trump
[WSJ] China Ups Surveillance of Troubled People to Quell Rising Unrest
[FT] Trump’s fawning cabinet and the threat to US democracy
[FT] Investors underestimate Donald Trump’s threat to the Federal Reserve, economists warn
[FT] Ursula von der Leyen’s plane hit by suspected Russian GPS interference
[FT] How the Trump administration gutted America’s disaster relief agency
[FT] French business warns of recession risk as political turmoil deepens
[Yahoo/WSJ] Gold Futures Rise to Record High on Fed Concerns, Rate-Cut Expectations
[Reuters] Europe stocks steady, bonds struggle ahead of crucial US data this week
[Yahoo/Bloomberg] Indonesian Stocks Slide After Weekend of Protests and Looting
[Yahoo/Bloomberg] Oil Steadies as Putin and Modi Huddle in China After US Tariff
[Yahoo/Reuters] Back to school: markets brace for September risks
[Yahoo/Reuters] ECB's Lagarde warns of risk to world economy via Trump interference on Fed
[Yahoo/Telegraph] Lagarde warns of ‘worrying’ risk of French government collapse
[AP] 1.2M immigrants are gone from the US labor force under Trump, preliminary data shows
[AP] A downturn in international travel to the US may last beyond summer, experts warn
[Axios] How AI can kill you
[Reuters] China's Xi pushes a new global order, flanked by leaders of Russia and India
[Reuters] Modi says Russia and India stand together even in difficult times
[Politico] China’s Xi slams ‘bullying practices’ in thinly veiled snipe at Trump
[Politico] Marine Le Pen seizes her moment to shake France
[Yahoo/Bloomberg] Asia factory activity shrinks as US tariffs bite, China bucks trend
[AP] A look at the world leaders attending China’s SCO summit and military parade
[Bloomberg] What Are Trump’s Options If His Tariffs Are Ruled Unlawful?
[Bloomberg] Silver Climbs Past $40 as US Rate-Cut Bets Fuel Investor Demand
[Bloomberg] China Banks Pressured by Rising Loan Losses, Low Margins
[Bloomberg] Bond Market Watchers Expect India’s Central Bank to Step In as Yields Spike
[Bloomberg] Hedge Funds Are Betting Yen Is About to Make a Bullish Breakout
[NYT] Trump’s Plan to Pack the Fed With Loyalists
[NYT] Smiles and Clasped Hands as Xi, Putin and Modi Try to Signal Unity
[WSJ] Threats to Fed Independence Are ‘Very Worrying,’ ECB’s Lagarde Says
[WSJ] Data Centers That Don’t Exist Yet Are Already Haunting the Grid
[WSJ] Black Americans Are Losing Jobs in a Warning for the Economy
[WSJ] With Another Government on the Brink of Collapse, Is France the New Italy?
[WSJ] Chinese, Russian, Indian Leaders Pledge Cooperation, in a Message to Trump
[WSJ] China Ups Surveillance of Troubled People to Quell Rising Unrest
[FT] Trump’s fawning cabinet and the threat to US democracy
[FT] Investors underestimate Donald Trump’s threat to the Federal Reserve, economists warn
[FT] Ursula von der Leyen’s plane hit by suspected Russian GPS interference
[FT] How the Trump administration gutted America’s disaster relief agency
[FT] French business warns of recession risk as political turmoil deepens
[Yahoo/Bloomberg] Tame US Job Growth Expected in Approach to Fed Meeting
[Yahoo Finance] Trump's trade war just got more chaotic than ever
[Yahoo/Reuters] US still working on trade deals despite court ruling, USTR says
[Yahoo/Bloomberg] US Corporate Leverage Poised to Rise With $1 Trillion Deals Deluge
[Reuters] Chicago mayor says police will not aid federal troops or agents
[Politico] China’s Xi welcomes Putin and Modi as Trump roils global order
[Bloomberg] US Trading Partners ‘Dazed and Confused’ After Tariff Court Loss
[Bloomberg] Stock Market’s Fate Comes Down to the Next 14 Trading Sessions
[Bloomberg] Emerging Markets’ Trump Rally at Risk as Tariff Reality Kicks In
[Bloomberg] China’s Home Sales Slump Extends as Prices Continue to Decline
[Bloomberg] Xi, Modi Vow to Rebuild Ties as US Trade War Adds Pressure
[NYT] How Trump Could Overhaul the Fed
[NYT] America Closed Malls, but China Kept Building Them. Now It Has Too Many.
[WSJ] Fed Upheaval Sows New Uncertainty About Path of Rates
[WSJ] China Has a Different Vision for AI. It Might Be Smarter.
[WSJ] Mortgage Refinancing Starts to Thaw as Rates Trend Down
[WSJ] Trump Turns to Small Group of Advisers, Shrinks National Security Council
[FT] Wealthy Americans pour record sums into private credit funds
[FT] Is Trump’s mission in Venezuela to fight drugs or to topple its leader?
[FT] Indonesian finance minister’s home looted as unrest spreads
[FT] Xi and Modi say they are ‘partners not rivals’ in bid to repair China-India ties
[FT] Bitcoin boom spurs newly wealthy to splurge on luxury travel
[AP] What happens to Trump’s tariffs now that a federal appeals court has knocked them down?
[BBC] What happens next after Trump tariffs ruled illegal?
[Axios] What to know about Trump's tariff plan post-court strike down
[Yahoo/Bloomberg] Japan’s Akazawa Canceled US Trip Over Rice, Nikkei Says
[AP] Colleges face financial struggles as Trump policies send international enrollment plummeting
[Axios] Bonfire of expertise: Trump drives scientists, spies and soldiers out of government
[Axios] Scoop: White House believes Europe secretly undoing Ukraine war's end
[Bloomberg] Trump’s Revenge Summer Heats Up With Fed Ouster, Bolton Raid
[Bloomberg] Ukraine Strikes Russian Refineries as It Faces Missile Barrage
[NYT] Trump’s Sweeping Tariffs Invalidated by Appeals Court
[WSJ] Risk-Taking Is Back in Debt Markets Too
[WSJ] Six Months Into Tariffs, Businesses Have No Idea How to Price Anything
[WSJ] The Properties at the Heart of the Allegations Against Lisa Cook
[WSJ] Cutting-Edge AI Was Supposed to Get Cheaper. It’s More Expensive Than Ever.
[WSJ] Bipartisan Proposal Would Ban Stock Trading by Lawmakers
[WSJ] Trump’s Venezuelan War Games
[WSJ] While Trump Rattles the World, China Basks in the Limelight
[FT] Donald Trump’s tariffs ruled illegal by US appeals court but stay in place
[FT] The calculated silence of America’s business and finance leaders
[FT] Trump’s Fed meddling pushes investors closer to their red line
[FT] François Bayrou, France’s isolated PM with his job on the line
[FT] Xi Jinping to host Vladimir Putin and Narendra Modi as China presents rival front to US
[CNBC] S&P 500 retreats from record as traders assess new inflation data into long weekend: Live updates
[CNBC] Core inflation rate rose to 2.9% in July, as expected, key Fed measure shows
[Axios] America's power bills surge as AI strains an aging grid
[Yahoo/Bloomberg] RBA Warns of Financial Stability Risks From Private Market Boom
[CBS] Trump preparing major immigration enforcement operations in Chicago next week similar to LA, DHS sources say
[AP] CDC gets new acting director as leadership turmoil leaves agency reeling
[CNBC] German inflation rises to hotter-than-expected 2.1% in August
[Yahoo/Bloomberg] China Warns Against Excess Competition in Booming AI Race
[Yahoo/Bloomberg] China Monthly Stock Turnover Set for Record as Bull Run Extends
[Yahoo/Reuters] South Korea to boost budget spending in bid to spur AI-led growth
[Axios] Inside Trump's gunboat diplomacy with Venezuela
[AP] Peace efforts in limbo as Ukraine’s capital mourns 23 dead after Russian attack
[Reuters] Powerful U.S. senator arrives in Taiwan to discuss security
[Bloomberg] Bond Market’s Inflation Gauge Touches Six-Month High on Fed Risk
[Bloomberg] Pulte Ups Cook Scrutiny With Criminal Referral on Third Mortgage
[Bloomberg] ChatGPT’s Drive for Engagement Has a Dark Side
[Bloomberg] Lula Authorizes Retaliation Process Against Trump’s Tariffs
[WSJ] Higher Prices Are Coming for Household Staples
[WSJ] Trump Leans on National Security to Justify Next Wave of Tariffs
[WSJ] A Troubled Man, His Chatbot and a Murder-Suicide in Old Greenwich
[FT] America’s new ‘patriotic’ capitalism
[FT] China’s ‘big five’ banks pressured by consumer woes
[CNBC] S&P 500 rises as Nvidia shares pare premarket losses: Live updates
[Yahoo/Bloomberg] Oil Drops as US Berates India and Surplus Concerns Flare Again
[AP] US applications for jobless benefits fell last week as layoffs remain low
[AP] US economy grows 3.3% in second quarter, government says, in second estimate of April-June growth
[CNBC] Nvidia beats on top and bottom lines. Here’s why the stock is falling
[Yahoo/Reuters] Reactions to Nvidia's mixed outlook, China uncertainty
[AP] Nvidia’s AI chip sales surged again in latest quarter, but worries about a tech bubble persist
[Yahoo/Bloomberg] BOJ Board Member Reaffirms Stance on Raising Interest Rates
[Yahoo/Bloomberg] China Banks Warn on Using Credit Cards to Fund Stock Trading
[Reuters] Russia eyes China trade revival as Putin prepares for Xi summit, sources say
[Reuters] Russia launches mass night-time attack on Kyiv, kills 4, injures 20, Ukraine says
[Yahoo/Bloomberg] Russian Air Strikes on Kyiv Kill 15 as Putin Snubs US on War
[Axios] Exclusive: Electromagnetic weapon zaps drone swarm in seconds
[Bloomberg] Bond Market Bonanza Leaves Investors With Razor-Thin Safety Net
[Bloomberg] Dudley: One Way the Fed Can Bolster Its Defenses
[Bloomberg] ‘Hell No’: Shock $934 Bill Shows Tariff Pain to Hit US Shoppers
[Bloomberg] Climate Change Made Turkey, Greece Wildfires 10 Times More Likely
[Bloomberg] Kim Jong Un to Join Putin at Xi’s Military Parade in Beijing
[Bloomberg] Trump’s US Fossil Fuel Revival Nudges Global Emissions Higher
[WSJ] In Trump’s Second Term, a Bolder President Charges Ahead Unchecked
[WSJ] Trump Fires Board Member of Regulator Weighing Rail Merger
[WSJ] Chinese Money Launderers Are Moving Billions Through U.S. Banks
[FT] Emmanuel Macron’s options narrow as his prime minister is on the brink
[FT] Hedge funds’ insurance binge threatens catastrophe cover, warns Munich Re
[FT] US naval build-up near Venezuela stokes tensions in Latin America
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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