Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] Stocks jump as Wall Street tries to recover from post-jobs report sell-off: Live updates
[Yahoo/Bloomberg] US Treasury Rally Pauses With $125 Billion of Bond Sales Due
[Yahoo/Bloomberg] US Dollar Seen at Risk From Trump’s Moves to Pick Policymakers
[Yahoo/Bloomberg] Oil Slides as Traders Assess OPEC+ Hike and Russian Risks
[Axios] Electricity costs rise amid data center boom
[Axios] Behind the Curtain: The AI super-stimulant
[AP] The vast majority of US adults are stressed about grocery costs, an AP-NORC poll finds
[AP] China pushes back at US demands to stop buying Russian and Iranian oil
[Yahoo/Bloomberg] Japan PM Says Win-Win Trade Deal With US May Be Hard to Implement
[Bloomberg] Greer Says US-China Talks ‘About Halfway There’ on Rare Earths
[Bloomberg] Modi Defiant as Trump Steps Up Pressure on India’s Russian Oil Purchases
[Bloomberg] Corporate Insiders Were Dumping Stocks Into July’s Record Rally
[Bloomberg] Why Trump’s Auto Tariffs Are Poised to Drive Up Car Prices
[Bloomberg] Hedge Funds Are Hurting From a Garbage Rally. Who’s to Blame?
[WSJ] China Is Choking Supply of Critical Minerals to Western Defense Companies
[WSJ] American Consumers Are Getting Thrifty Again
[WSJ] A Wild Year for Markets Hits Trend-Following Hedge Funds
[WSJ] For a Few CEOs, Pay Keeps Growing—by the Billions
[FT] Donald Trump to appoint Federal Reserve governor and labour statistics chief this week
[FT] Lessons from the 1920s and 30s on tariffs and markets
[CNBC] Stocks jump as Wall Street tries to recover from post-jobs report sell-off: Live updates
[Yahoo/Bloomberg] US Treasury Rally Pauses With $125 Billion of Bond Sales Due
[Yahoo/Bloomberg] US Dollar Seen at Risk From Trump’s Moves to Pick Policymakers
[Yahoo/Bloomberg] Oil Slides as Traders Assess OPEC+ Hike and Russian Risks
[Axios] Electricity costs rise amid data center boom
[Axios] Behind the Curtain: The AI super-stimulant
[AP] The vast majority of US adults are stressed about grocery costs, an AP-NORC poll finds
[AP] China pushes back at US demands to stop buying Russian and Iranian oil
[Yahoo/Bloomberg] Japan PM Says Win-Win Trade Deal With US May Be Hard to Implement
[Bloomberg] Greer Says US-China Talks ‘About Halfway There’ on Rare Earths
[Bloomberg] Modi Defiant as Trump Steps Up Pressure on India’s Russian Oil Purchases
[Bloomberg] Corporate Insiders Were Dumping Stocks Into July’s Record Rally
[Bloomberg] Why Trump’s Auto Tariffs Are Poised to Drive Up Car Prices
[Bloomberg] Hedge Funds Are Hurting From a Garbage Rally. Who’s to Blame?
[WSJ] China Is Choking Supply of Critical Minerals to Western Defense Companies
[WSJ] American Consumers Are Getting Thrifty Again
[WSJ] A Wild Year for Markets Hits Trend-Following Hedge Funds
[WSJ] For a Few CEOs, Pay Keeps Growing—by the Billions
[FT] Donald Trump to appoint Federal Reserve governor and labour statistics chief this week
[FT] Lessons from the 1920s and 30s on tariffs and markets
[Reuters] Wall St Week Ahead AI gains and strong earnings support Wall Street as tariff woes linger
[Yahoo/Reuters] Latest Trump tariffs unlikely to budge, top negotiator says
[AP] From Laos to Brazil, Trump’s tariffs leave a lot of losers. But even the winners will pay a price
[Yahoo/Fortune] The Federal Reserve’s power: Congress giveth and Congress can taketh away
[Yahoo/Bloomberg] OPEC+ Agrees Output Hike to Finish Unwinding Round of Cuts
[Axios] The American Dream's closing gate
[NYT] Trump Fired America’s Economic Data Collector. History Shows the Perils.
[NYT] Trump’s Tariffs Are Making Money. That May Make Them Hard to Quit.
[NYT] Trump Will Slow, but May Not Stop, the Rise of Electric Vehicles
[WSJ] The AI Boom’s Hidden Risk to the Economy
[WSJ] Unemployed Americans Endure Longer Job Searches in a Cooling Market
[WSJ] Trump’s ‘Slap in the Face’ Puts Neutral Switzerland in Trade-War Crossfire
[WSJ] Why Drug Prices for Some Big Medicines Will Remain High for a Longer Time
[FT] Trump tariffs are ‘unsustainable’, says Mexico’s auto sector chief
[FT] Japanese farmers’ bank vows caution after $12bn loss from Treasuries bet
[FT] Russian oil depot in Sochi set ablaze by Ukrainian drone strike
[FT] Heatwaves test Europe’s electricity system as air conditioning use soars
[Axios] Stagflation fears are back
[Bloomberg] Fed Governor’s Exit Could Accelerate Trump’s Selection of Next Chair to Succeed Powell
[AP] Trump removes official overseeing jobs data after dismal employment report
[Reuters] Data credibility fears fueled after Trump orders firing of labor official
[NYT] After a Lag, Consumers Begin to Feel the Pinch of Tariffs
[NYT] India Will Buy Russian Oil Despite Trump’s Threats, Officials Say
[WSJ] Fed Officials Take Cool Jobs Report in Stride
[WSJ] Transcript: New York Fed President John Williams Discusses the Economic Outlook
[WSJ] Trump’s AI Strategy Against China Gets Its First Big Test
[WSJ] Thanks for Your $1 Billion Job Offer, Mark Zuckerberg. I’m Gonna Pass.
[WSJ] Trump’s Warm Embrace of India Turns Cold
[FT] Dollar rebound fizzles after jobs data disappoints
[FT] How carmakers are becoming the biggest losers in Trump’s trade war
[FT] Trump says he will reposition nuclear submarines after ‘provocative’ Russian comments
[FT] US-India relations fray over Donald Trump’s tariff invective and Russian oil
[CNBC] Dow tumbles 400 points after weak jobs report, Trump tariff rollout: Live updates
[Yahoo/Bloomberg] Stocks Buckle Under Trump Tariffs; Amazon Slumps: Markets Wrap
[CNBC] U.S. job growth slows to 73,000 in July, less than expected
[AP] Trump calls on Federal Reserve board to wrest full control of central bank from Fed Chair Powell
[Axios] Trump's Liberation Day reset
[CNBC] Trump rejigs tariff rates ahead of deadline, levies 40% duties on all transshipped goods
[AP] Trump signs order imposing new tariffs on a number of trading partners that go into effect in 7 days
[Yahoo/Bloomberg] Trump Unleashes Massive Tariffs on Swiss Watches, Pharma Firms
[Reuters] Trump hits dozens of countries' goods with steep tariffs
[Axios] Tale of two countries: Home prices rise in one half of U.S., fall in the other
[Reuters] Big Tech may be breaking the bank for AI, but investors love it
[Axios] Tech giants ramp up spending as AI starts to deliver
[Yahoo/Reuters] CEO Tim Cook says Apple ready to open its wallet to catch up in AI
[Yahoo/Bloomberg] China Says US Exploited Old Microsoft Flaw to Wage Cyberattacks
[Yahoo/Reuters] China's manufacturing activity shrinks as exports drag, S&P PMI shows
[Bloomberg] Highest US Tariffs Since WWII Set to Cut Growth, Boost Inflation
[Bloomberg] Goldman Urges Caution as Global Credit Spreads Hit 2007 Lows
[Bloomberg] ‘It’s 10% in 17 Minutes’: Option-Trading Show Taps Into Retail Fever
[Bloomberg] Hedge Funds Dump US Stocks, Seeing Risks as Tariff Woes Linger
[Bloomberg] India Says Russia Ties ‘Time-Tested’ as Trump Slams Relation
[NYT] Fed Dissenters Defend Call for July Rate Cut as Trump Intensifies Attacks
[NYT] A.I. Researchers Are Negotiating $250 Million Pay Packages. Just Like N.B.A. Stars.
[WSJ] Big Tech’s $400 Billion AI Spending Spree Just Got Wall Street’s Blessing
[WSJ] Congress Looks to Punish China While Trump Pursues Trade Deal
[WSJ] Millions of Student-Loan Borrowers Prepare for Higher Payments
[WSJ] Climate Skeptics Are Tapped by Trump Administration to Justify Regulatory Rollback
[WSJ] China’s Manufacturing Activity Tumbles Into Contraction
[FT] Donald Trump reignites global trade war with sweeping tariff regime
[FT] Is California’s economy heading for a deep slump?
[FT] Tett: Five things investors should ponder on crypto
[FT] Tariffs on Taiwan stir fears over waning US support against China
[CNBC] S&P 500 rises after Meta and Microsoft post quarterly beats: Live updates
[Yahoo/Bloomberg] US Bond Traders Eye Inflation for Steer on September Rate Cut
[AP] Trump seeks to use Canada’s recognition of Palestinian state as leverage in trade talks
[Axios] Trump lashes out at Powell over rate decision with stream of insults
[Yahoo Finance] 'TOO ANGRY, TOO STUPID': Trump bashes Fed Chair Powell in latest tirade after central bank leaves interest rates unchanged
[Reuters] Trump hits Brazil with tariffs, sanctions but key sectors excluded
[CNBC] Meta’s big AI spending blitz will continue into 2026
[Yahoo/Reuters] BOJ keeps rates steady, revises up inflation forecast
[CNBC] China’s July manufacturing activity contracts more than expected — declines for fourth-straight month
[Bloomberg] Trump Renews Powell Feud Over Rate Decision, Fed Renovation
[Bloomberg] Lula’s Defiance Pays Off as Trump Blinks on Brazil Tariffs
[Bloomberg] What Are Trump’s Options If His Tariffs Are Ruled Unlawful?
[Bloomberg] China Summons Nvidia Over H20 Chip Security Days After US Talks
[NYT] Investors Cheer an A.I. Spending Bonanza
[NYT] Trump’s Fight With the Fed Won’t End With Rate Cuts
[NYT] Murky Pledges of Investment Cast Shadow on Trump’s Trade Deals
[NYT] Countries Promise Trump to Buy U.S. Gas, and Leave the Details for Later
[WSJ] Powell’s Gamble: That the Economy Will Reveal Its True Self in the Next Two Months
[WSJ] Canada-U.S. Trade Talks Might Fail to Produce Tariff Deal by Aug. 1, Carney Says
[WSJ] The Condo Market Is Floundering: Four Charts That Explain the Downturn
[WSJ] Eurozone Proves Robust as Joblessness Stays at Record Lows
[WSJ] Bank of Japan Raises Price Forecasts, Fueling Rate-Hike Hopes
[WSJ] Global Trade Raised Living Standards for Millions. New Barriers Are Reversing the Trend.
[WSJ] Trouble Brewing: Why a Brazilian Tariff Might Cause Coffee Prices to Soar
[FT] Demand for gold remains buoyant despite record high prices, says WGC
[FT] US trading partners rush to sign deals before Donald Trump’s tariffs hit
[FT] Europe’s summer of humiliation
[FT] Bank of Japan raises inflation forecasts as food prices bite
[FT] Donald Trump slams India and Russia as ‘dead economies’ after tariff stand-off
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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