Credit Bubble Bulletin
Presented by Doug Noland since 2012
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[Yahoo/Bloomberg] Gold Moves Closer to $4,000 on US Shutdown and French Crisis
[CNBC] Stocks are little changed as traders await more progress on ending shutdown: Live updates
[Yahoo/Bloomberg] Dot-Com Fears Rise With Tech Stocks Seeing $100 Billion Swings
[Yahoo/Bloomberg] Yen Carry Trade Is Back on Radar After Likely Next PM Takaichi Jolts Markets
[Axios] Scoop: White House memo says furloughed federal workers aren't entitled to back pay
[AP] Transportation secretary says government shutdown adds stress on air traffic controllers
[AP] Canadian PM Carney visits Trump as relations between the longtime allies sit at a low point
[Axios] Foreign adversaries are using multiple AI tools to power hacks: OpenAI
[BBC] Macron should step down early and call presidential vote, says his first PM
[Yahoo/Bloomberg] Japan’s Household Spending Rises More Than Expected in August
[Reuters] European Union to curb Russian diplomats' travel, FT says
[Bloomberg] Macron’s Last-Ditch Bid for Political Accord Suffers Early Blows
[Bloomberg] Fed Likely to Tap Quantitative Easing If Risk Assets Plunge, Ex-GIC CIO Says
[Bloomberg] China Is Joining Russia’s Shadow War on Europe
[Bloomberg] Saudi Arabia’s Major Projects in ‘Uneven’ Progress, Moody’s Says
[NYT] Trump to Unveil Farmer Aid as China Shuns U.S. Crops
[FT] OpenAI’s computing deals top $1tn
[FT] Can Emmanuel Macron break France’s political deadlock?
[FT] France in fresh political and market turmoil after prime minister resigns
[FT] Emerging markets roar back with biggest stock rally in 15 years
[Yahoo/Bloomberg] Gold Moves Closer to $4,000 on US Shutdown and French Crisis
[CNBC] Stocks are little changed as traders await more progress on ending shutdown: Live updates
[Yahoo/Bloomberg] Dot-Com Fears Rise With Tech Stocks Seeing $100 Billion Swings
[Yahoo/Bloomberg] Yen Carry Trade Is Back on Radar After Likely Next PM Takaichi Jolts Markets
[Axios] Scoop: White House memo says furloughed federal workers aren't entitled to back pay
[AP] Transportation secretary says government shutdown adds stress on air traffic controllers
[AP] Canadian PM Carney visits Trump as relations between the longtime allies sit at a low point
[Axios] Foreign adversaries are using multiple AI tools to power hacks: OpenAI
[BBC] Macron should step down early and call presidential vote, says his first PM
[Yahoo/Bloomberg] Japan’s Household Spending Rises More Than Expected in August
[Reuters] European Union to curb Russian diplomats' travel, FT says
[Bloomberg] Macron’s Last-Ditch Bid for Political Accord Suffers Early Blows
[Bloomberg] Fed Likely to Tap Quantitative Easing If Risk Assets Plunge, Ex-GIC CIO Says
[Bloomberg] China Is Joining Russia’s Shadow War on Europe
[Bloomberg] Saudi Arabia’s Major Projects in ‘Uneven’ Progress, Moody’s Says
[NYT] Trump to Unveil Farmer Aid as China Shuns U.S. Crops
[FT] OpenAI’s computing deals top $1tn
[FT] Can Emmanuel Macron break France’s political deadlock?
[FT] France in fresh political and market turmoil after prime minister resigns
[FT] Emerging markets roar back with biggest stock rally in 15 years
[Yahoo/Bloomberg] Gold Powers Toward $4,000 as US Government Shutdown Drags On
[CNBC] Stocks rise to kick off new week after big bank deal, AMD OpenAI partnership: Live updates
[Yahoo/Reuters] Japan's stocks zoom, yen slumps as Takaichi win dims BOJ hike bets
[Yahoo/Bloomberg] French Markets Sink Amid Growing Fears of Political Paralysis
[Yahoo/Bloomberg] Trump Threatens Job Cuts If Democrats Don’t End Shutdown Monday
[Yahoo/Reuters] Factbox-US government shutdown: How it affects key economic data publishing
[Yahoo/Bloomberg] Online Holiday Spending Expected to Rise 5.3%, Fueled by Debt
[AP] OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure
[Yahoo/Reuters] AI venture funding continued to surge in third quarter, data shows
[Yahoo/Bloomberg] Trump’s Contradiction: Demanding Steep Rate Cuts for a ‘Booming’ Economy
[Axios] Trump, tariffs and trans rights: The Supreme Court's history-making term
[Yahoo/Reuters] Factbox-Foreign companies eye US expansion to lessen fallout from tariffs
[Politico] Macron’s crisis deepens as new French PM and government quit
[AP] French PM resigns hours after naming government, plunging France further into political chaos
[Bloomberg] Goldman Sees Japan Bond ‘Shocks’ Spilling Over to Treasuries
[Bloomberg] Lame-Duck Macron Is Now a Sitting Duck Too
[Bloomberg] Takaichi Adviser Says October Too Early for BOJ Rate Hike
[WSJ] Government Shutdown Drags On With Little Pressure to Break Impasse
[WSJ] Nasdaq Has Become the Market of Choice for Dubious Penny-Stock IPOs
[WSJ] The Coming Trump Tariff Bailout
[WSJ] Japan’s Next Prime Minister Could Make Rate Increases Tricky for Bank of Japan
[WSJ] Why Insurers Are Taking Your Money to the Cayman Islands
[FT] America is now one big bet on AI
[FT] The damaging twilight of the Macron presidency
[FT] IMF vs SRT: Let’s get systemic
[FT] ‘Enormous fear’: Trump’s threats against George Soros chill US non-profits
[FT] The dangers of war in the grey zone
[Yahoo/Bloomberg] Stock Traders Brace for Extended Shutdown Amid Lofty Valuations
[Yahoo/Reuters] Wall St eyes Washington standoff with stocks near records
[Reuters] Layoffs will start if shutdown talks 'going nowhere', says White House
[Reuters] As shutdown drags on, US voters see blame game threatening Democrats and Republicans
[AP] Trump plans aid package for US soybean farmers while seeking trade deal with China
[Yahoo/Bloomberg] Trump to Send Guard to Illinois Over Pritzker’s Objection
[Reuters] How hedge funds performed in September
[Reuters] Takaichi win as Japan leader may delay, not derail, BOJ rate hikes
[Reuters] Russia rains drones and missiles on western Ukraine, Poland scrambles aircraft
[Politico] Poland scrambles jets again as Russian airstrikes kill 5 in Ukraine
[Reuters] Putin says Tomahawk supply to Ukraine would destroy U.S. relations
[AP] Israel and Hamas prepare for negotiations in Egypt ahead of possible ceasefire
[Bloomberg] This Will Be the Supreme Court’s Most Consequential Term Yet
[Bloomberg] Takaichi Win to Support Japanese Stocks, Weigh on Yen, Bonds
[WSJ] AI Investors Are Chasing a Big Prize. Here’s What Can Go Wrong.
[WSJ] Why Corporate Bonds Are on a Tear
[WSJ] Trump’s Team Hones Message on Economy: Just Wait Until 2026
[WSJ] Japan’s Ruling Party, Following Global Trend, Veers Right
[FT] Impact of Trump tariffs is beginning to show in US consumer prices
[Politico] Shutdown will stretch into another week as Senate standoff continues
[The Hill] Five Senate Democrats the GOP is trying to flip on government funding
[Yahoo Finance] Million-dollar homes are the fastest-moving part of the housing market as wealth gap grows
[Yahoo/LAT] California's home insurer of last resort seeks 36% rate hike following January fires
[AP] Japan’s ruling party elects Sanae Takaichi as new leader, likely to become first female PM
[Yahoo/Reuters] Japan's Takaichi sees need to achieve demand-driven inflation
[AP] Dozens injured in ‘savage’ Russian drone strike on Ukrainian railway station
[Bloomberg] Why Fears of a Trillion-Dollar AI Bubble Are Growing
[Bloomberg] Japan Braces for Shift to Right Under ‘Iron Lady’ Fan Takaichi
[Bloomberg] Will Sanae Takaichi Be Japan’s Thatcher, or Its Truss?
[Bloomberg] Ukraine Claims New Strike on Major Russia Oil-Export Refinery
[NYT] Trump Seizes On Shutdown to Punish Political Foes
[WSJ] Shutdown Lays Bare America’s Latest Crisis: A Total Breakdown in Trust
[WSJ] Federal-Worker Buyouts Are Kicking In, Darkening the U.S. Employment Picture
[WSJ] Sam Altman Goes on Globe-Trotting Tour in Dash for Funds and AI Computing Power
[FT] Japan set for first female PM after Sanae Takaichi wins leadership race
[CNBC] Stocks are little changed as AI trade drives market to fresh highs, shutdown grinds on: Live updates
[Yahoo/Bloomberg] Gold Set for Seventh Weekly Gain as US Shutdown Clouds Rate Path
[Yahoo/Bloomberg] Democrats Dismiss Trump Firing Threats as US Shutdown Drags On
[CNBC] Trump administration puts on hold $2.1 billion in Chicago infrastructure projects, Vought says
[Axios] Trump charts path to total control amid government shutdown
[Yahoo/Reuters] Bessent Sees China Progress as Soy Fight Echoes Rare-Earth Spat
[Yahoo/Reuters] AI startup valuations raise bubble fears as funding surges
[Yahoo/Bloomberg] Fed’s Use of Balance Sheet Wasn’t Unconventional, Says New York Fed’s Williams
[Yahoo/Bloomberg] BlackRock Nears $40 Billion Data Center Deal in Bet on AI
[Yahoo/Reuters] BOJ's Ueda warns of global uncertainty, keep markets guessing on next hike
[Bloomberg] Dudley: Maybe the Fed Shouldn’t Be Cutting Interest Rates
[Bloomberg] Shutdown Gives Trump’s New Hatchet Man Chance to Shine
[Bloomberg] Subprime Credit Troubles Send Shares of Consumer Lenders Reeling
[Bloomberg] Gas Turbine Shortage Is Forcing Companies Back to Coal
[NYT] The Jobs Report That Wasn’t Leaves Economists Guessing
[NYT] A.I. Is Driving a Stock Market Rally in China, Too
[WSJ] Lawmakers From Both Sides Pressed Pentagon on Legal Basis for Drug Boat Strikes
[WSJ] Bank of Japan Still on Path to More Rate Hikes, Governor Says
[WSJ] Europe to Push Back as Illegal Drone Incursions Multiply
[FT] Tett: Investors could face a bonfire night surprise on Trump tariffs
[FT] Short seller Jim Chanos predicts more First Brands fiascos in private credit
[FT] Jeff Bezos hails AI boom as ‘good’ kind of bubble
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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