Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] Stocks little changed as investors brace for Nvidia earnings: Live updates
[Yahoo/Bloomberg] Oil Swings Near $64 as Traders Weigh OPEC+ Plans, Russia Risk
[CNBC] Mortgage rates rose to the highest level since January, but demand from homebuyers still grew. Here’s why.
[Reuters] Minutes of Fed's May meeting likely to show officials grappling with uncertainty
[Reuters] Fed's Williams calls for strong response if inflation deviates from target
[Bloomberg] Fed’s Williams Says Pandemic Changed Inflation Perceptions
[Axios] Trump pledges government will continue Fannie Mae, Freddie Mac guarantees
[Yahoo/Bloomberg] China Deflation Worry Is Eclipsing Trade War Thaw for Economists
[Reuters] US and Russia clash in public as the Ukraine war heats up
[AP] Get ready for several years of killer heat, top weather forecasters warn
[Bloomberg] Raghuram Rajan Warns US Risks Future by Curbing Foreign Students
[Bloomberg] Why Investors Are So Nervous About Japanese Bonds
[Bloomberg] Ueda Vows to Watch Risks of Ripple Effects From Long-Yield Surge
[Bloomberg] BOJ’s Bond Holding Paper Losses Hit Record After Rate Hikes
[Bloomberg] China Seeks to Slow Yuan’s Gains After Months of Propping It Up
[Bloomberg] Germany to Work With Kyiv on Long-Range Missile Production
[WSJ] Trump Pledged ‘No Tax on Social Security.’ The Tax Bill Says Otherwise.
[WSJ] Japan Bonds Draw Weak Demand as Rise in Superlong Yields Sparks Concern
[FT] Japan’s 40-year bond sale draws weakest demand since July
[FT] Donald Trump offers Canada free ‘Golden Dome’ protection if it gives up sovereignty
[FT] The lessons from China’s dominance in manufacturing
[FT] Global temperature rise to reach near 2C in next five years, WMO says
[FT] India offers US ‘deep’ tariff cuts, but shields grain and dairy markets
[CNBC] Stocks little changed as investors brace for Nvidia earnings: Live updates
[Yahoo/Bloomberg] Oil Swings Near $64 as Traders Weigh OPEC+ Plans, Russia Risk
[CNBC] Mortgage rates rose to the highest level since January, but demand from homebuyers still grew. Here’s why.
[Reuters] Minutes of Fed's May meeting likely to show officials grappling with uncertainty
[Reuters] Fed's Williams calls for strong response if inflation deviates from target
[Bloomberg] Fed’s Williams Says Pandemic Changed Inflation Perceptions
[Axios] Trump pledges government will continue Fannie Mae, Freddie Mac guarantees
[Yahoo/Bloomberg] China Deflation Worry Is Eclipsing Trade War Thaw for Economists
[Reuters] US and Russia clash in public as the Ukraine war heats up
[AP] Get ready for several years of killer heat, top weather forecasters warn
[Bloomberg] Raghuram Rajan Warns US Risks Future by Curbing Foreign Students
[Bloomberg] Why Investors Are So Nervous About Japanese Bonds
[Bloomberg] Ueda Vows to Watch Risks of Ripple Effects From Long-Yield Surge
[Bloomberg] BOJ’s Bond Holding Paper Losses Hit Record After Rate Hikes
[Bloomberg] China Seeks to Slow Yuan’s Gains After Months of Propping It Up
[Bloomberg] Germany to Work With Kyiv on Long-Range Missile Production
[WSJ] Trump Pledged ‘No Tax on Social Security.’ The Tax Bill Says Otherwise.
[WSJ] Japan Bonds Draw Weak Demand as Rise in Superlong Yields Sparks Concern
[FT] Japan’s 40-year bond sale draws weakest demand since July
[FT] Donald Trump offers Canada free ‘Golden Dome’ protection if it gives up sovereignty
[FT] The lessons from China’s dominance in manufacturing
[FT] Global temperature rise to reach near 2C in next five years, WMO says
[FT] India offers US ‘deep’ tariff cuts, but shields grain and dairy markets
[CNBC] Stocks Rally after Trump announces extension on EU tariff: Live updates
[Yahoo/Bloomberg] Global Bonds Rally as Japan Looks to Stabilize Its Debt Market
[Yahoo/Bloomberg] Oil Steadies as Traders Focus on EU Trade Talks, OPEC+ Meeting
[Yahoo/Reuters] BOJ's Ueda calls for vigilance over food inflation risks
[Yahoo/Reuters] BIS urges governments to curb 'relentless' rise in debt
[Yahoo/Bloomberg] China Calls on Asean, Gulf States to Create ‘Big Market’
[Reuters] Exclusive: Japan to consider trimming super-long bond issuance, sources say
[Bloomberg] Big Tech Is a Target If 50% EU Tariff Threat Stays
[Bloomberg] The US Is About to Discover if Deficits Don't Matter
[Bloomberg] Private Equity Fundraising Plunges Amid Struggle to Return Cash
[Bloomberg] Ueda Indicates BOJ Is Still Eyeing More Rate Hikes, Boosting Yen
[Bloomberg] Japan Loses Top Creditor Status for First Time in 34 Years
[Bloomberg] North Korea Says Trump’s Golden Dome Risks ‘Space Nuclear War’
[Bloomberg] Why This River in India and Pakistan Is Causing So Much Angst
[NYT] Trump’s China Tariffs Are Having a ‘Massive Impact’ on Small Business
[NYT] China’s Soft Spot in Trade War With Trump: Risk of Huge Job Loss
[WSJ] Trump Weighs Sanctions Against Russia as Relationship With Putin Sours
[WSJ] Lindsey Graham: The U.S. Senate Won’t Tolerate Putin’s Games
[WSJ] The U.S. Reinforces Europe’s Northern Front, Fearing War With Russia
[WSJ] China Turns to Consumers to Boost Growth, but Households Are Wary
[FT] Japanese bonds rally on hopes of less supply
[FT] America’s rising ‘moron premium’
[FT] The ‘quiet’ crisis brewing between the US and South Korea
[FT] ECB hawk calls for rate cut pause until September amid trade tensions
[FT] EU plans sweeping stress test of non-banks
[Yahoo/Bloomberg] Stocks Rise on Trump’s Tariff Delay; Dollar Wavers: Markets Wrap
[AP] European shares gain after Trump pushes back planned 50% tariffs on EU
[Yahoo/Bloomberg] Oil Swings as Market Weighs Easing Trade Tensions, OPEC+ Outlook
[CNBC] Johnson says there are ‘enough’ GOP senators to stall House budget bill
[Yahoo/Bloomberg] Germany’s Merz Says US Tech Perks Could Be Target in Trade War
[Yahoo/Bloomberg] Trump Says He’s Eyeing Russia Sanctions, Calls Putin ‘Crazy’
[BBC] Trump calls Putin 'crazy' after largest Russian attack on Ukraine
[Yahoo/Reuters] Global central banks talk harsh new economic realities in Tokyo
[AP] The scars from Hurricane Helene are healing slowly in this Appalachian tourist town
[Bloomberg] Kashkari Says ‘Not Sure’ on Interest Rate Moves by September
[Bloomberg] Xi Mulls New Made-in-China Plan Despite US Call to Rebalance
[Bloomberg] Japan to Sell Rice Stockpiles With Aim to Halve Soaring Prices
[NYT] Fiscal Hawks in Senate Balk at House’s Bill to Deliver Trump’s Agenda
[WSJ] How Your Town Can Feel the Weight of the National Debt
[WSJ] Investors Pile Into ETFs at Record Pace Despite Market Turmoil
[WSJ] American Homes Are Shrinking. Why Are They Still So Unaffordable?
[WSJ] Your Patio Furniture Set Is Going to Cost a Lot More This Summer
[FT] EU countries push for swift trade deal with Donald Trump
[FT] Trump lashes at out Harvard and says he could cut $3bn in funds
[FT] Russia dismisses Donald Trump’s criticism of ‘crazy’ Vladimir Putin
[FT] China improves ability to launch sudden attack on Taiwan, officials say
[Yahoo Finance] 'Unsustainable fiscal situation': Wall Street braces for more bond market turmoil as Trump tax bill stirs up deficit concerns
[Yahoo/Bloomberg] German Finance Minister Urges Calm in US Tariff Fight, Bild Says
[Politico] German finance chief urges ‘serious’ EU-US talks after Trump tariff threat
[Axios] Trump the central planner
[Politico] Russian drones, missiles kill 12 across Ukraine amid prisoner swap
[WSJ] The 90-Day Rush to Get Goods Out of China
[FT] Russian record air attack on Ukraine dashes hopes for ceasefire
[FT] Europe’s far right is hammering at the door of power
[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
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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