Credit Bubble Bulletin
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[Yahoo Finance] Nvidia earnings and the Fed's preferred inflation gauge: What to know this week
[Politico] German election 2025: Conservative CDU favorite to win as far right eyes historic result — live updates
[Yahoo/Bloomberg] Germany’s Crunch Election Grips Markets Wanting More Spending
[BBC] Germans to vote in high-stakes election watched closely by Europe and US
[Reuters] Discontented Germany votes in an election with economy, migration and far-right strength in focus
[CNBC] The Fed is stuck in neutral as it watches how Trump’s policies play out
[Reuters] Zelenskiy says he is willing to give up presidency if it means peace in Ukraine
[Reuters] Russia and US plan another meeting this week
[Yahoo/Bloomberg] Ukraine Opposes Size of Minerals Fund to Pay Back US War Aid
[AP] California governor asks Congress for nearly $40 billion for Los Angeles wildfire relief
[BBC] US measles outbreak sickens nearly 100 in Texas, New Mexico
[Reuters] Russia launches war's largest drone attack on Ukraine, Kyiv says
[Bloomberg] What Declaring War on the AP Really Means
[Bloomberg] DOJ Chiefs Tell Staff Not to Reply to Musk Job Details Order
[Bloomberg] China Urges US to Stop Weaponizing Economic and Trade Affairs
[WSJ] German Voters Take First Step Toward Filling Europe’s Leadership Vacuum
[WSJ] What Do Mass Federal Layoffs Mean for the Labor Market?
[WSJ] Trump’s Ukraine Shift Unsettles U.S. Allies in Asia
[WSJ] European Leaders Draft Peacekeeping Plan for Ukraine With U.S. Forces as ‘Backstop’
[WSJ] How China Is Challenging the West With Its Trillion-Dollar Infrastructure Plan
[WSJ] Hezbollah Uses Nasrallah Funeral to Show It Is Still Alive
[Yahoo Finance] Nvidia earnings and the Fed's preferred inflation gauge: What to know this week
[Politico] German election 2025: Conservative CDU favorite to win as far right eyes historic result — live updates
[Yahoo/Bloomberg] Germany’s Crunch Election Grips Markets Wanting More Spending
[BBC] Germans to vote in high-stakes election watched closely by Europe and US
[Reuters] Discontented Germany votes in an election with economy, migration and far-right strength in focus
[CNBC] The Fed is stuck in neutral as it watches how Trump’s policies play out
[Reuters] Zelenskiy says he is willing to give up presidency if it means peace in Ukraine
[Reuters] Russia and US plan another meeting this week
[Yahoo/Bloomberg] Ukraine Opposes Size of Minerals Fund to Pay Back US War Aid
[AP] California governor asks Congress for nearly $40 billion for Los Angeles wildfire relief
[BBC] US measles outbreak sickens nearly 100 in Texas, New Mexico
[Reuters] Russia launches war's largest drone attack on Ukraine, Kyiv says
[Bloomberg] What Declaring War on the AP Really Means
[Bloomberg] DOJ Chiefs Tell Staff Not to Reply to Musk Job Details Order
[Bloomberg] China Urges US to Stop Weaponizing Economic and Trade Affairs
[WSJ] German Voters Take First Step Toward Filling Europe’s Leadership Vacuum
[WSJ] What Do Mass Federal Layoffs Mean for the Labor Market?
[WSJ] Trump’s Ukraine Shift Unsettles U.S. Allies in Asia
[WSJ] European Leaders Draft Peacekeeping Plan for Ukraine With U.S. Forces as ‘Backstop’
[WSJ] How China Is Challenging the West With Its Trillion-Dollar Infrastructure Plan
[WSJ] Hezbollah Uses Nasrallah Funeral to Show It Is Still Alive
[Reuters] Trump urges Musk to be more aggressive in bid to shrink U.S. government
[Reuters] Trump fires top US general in unprecedented Pentagon shakeup
[AP] After years of firm support, 10 days upended the US approach to Ukraine
[Reuters] Exclusive: US could cut Ukraine's access to Starlink internet services over minerals, say sources
[Yahoo Finance] Why the spring selling season is going to be 'challenging' for homebuilders
[AP] Frustrated by Trump’s threats, some Canadians canceling trips to the United States
[BBC] Final push for votes as German frontrunner vows to lead in Europe
[Politico] US deregulation drive is ‘dangerous,’ French central bank chief warns
[Politico] Europe targets homegrown nuclear deterrent as Trump sides with Putin
[NYT] Markets and Corporate America Are Unfazed by Washington Chaos, for Now
[NYT] Is Xi’s Sudden Embrace of Business for Real? China Is Left Guessing.
[NYT] Big Day for Crypto Goes South in a Hurry After a Giant Hack
[NYT] Coffee Prices Are at a 50-Year High. Producers Aren’t Celebrating.
[WSJ] See How Xi and Putin Are Ramping Up Joint Military Drills
[FT] Germany’s watershed election
[FT] There are no shortcuts to manage the Russia challenge
[Yahoo/Bloomberg] Nasdaq Gains as Alibaba Spurs Tech Optimism: Markets Wrap
[Yahoo/Bloomberg] Gold Set to Notch Eighth Weekly Advance on Solid Haven Demand
[Yahoo/Bloomberg] Japan Yields Fall as Ueda Warns BOJ Can Step In to Smooth Market
[Yahoo/Bloomberg] Markets Are Complacent on Euro as German Vote Raises Parity Risk
[AP] Senate Republicans approve budget framework, pushing past Democratic objections after all-night vote
[Yahoo/Reuters] Analysis-Why Trump has thrown VAT into the trade stand-off
[Yahoo/Bloomberg] Trump’s Tariff Wars Leave US Small Business With Nowhere to Hide
[Yahoo/Bloomberg] Trump Tells GOP Governors Their Political Futures Depend on Him
[Yahoo/Bloomberg] Mexico’s Economy Posts Biggest Quarterly Decline Since 2021
[Yahoo/Bloomberg] PBOC Injects Most Short-Term Funds This Month Amid Cash Crunch
[Yahoo/Bloomberg] Japan’s Inflation Accelerates, Keeping BOJ on Rate Hike Path
[Reuters] BOJ isn't fretting much about rising bond yields - for now
[CNBC] How DeepSeek used distillation to train its artificial intelligence model, and what it means for companies such as OpenAI
[Bloomberg] China Raises Concern Over US Tariffs in First Call With Bessent
[Bloomberg] Wall Street Pushes Back on Tough Margin Rule for Zero-Day Options
[Bloomberg] China’s Liquidity Crunch Extends Even as PBOC Injects Cash
[NYT] When Germany Votes, It Will Be About the Economy
[WSJ] Musk Looks at Auditing the Federal Reserve
[WSJ] Trump Is Planning to Take Control of the Postal Service, Officials Say
[WSJ] BOJ’s Ueda Vows to Respond to Abnormal Bond Yield Rise
[WSJ] Russia Wants to Erase Ukraine’s Future—And Its Past
[WSJ] A Look at the Ukrainian Minerals That Trump Wants
[FT] Elon Musk sets up clash with Republican deficit hawks over ‘Doge dividend cheques’
[FT] Japan warns over threat from China’s chip material export controls
[FT] Eurozone activity stagnates as price pressures prove sticky
[Yahoo/Bloomberg] Stocks Slip; Gold Hits Fresh Record High: Markets Wrap
[Yahoo/Bloomberg] US Rate Volatility Craters as Tariff-Wary Bond Traders Pull Back
[Yahoo/Bloomberg] Yen Advances Past 150 per Dollar as BOJ Rate-Hike Bets Ramp Up
[Yahoo/Bloomberg] Oil Holds Gain With Focus on US Stockpiles, Supply Uncertainty
[AP] Sightly more Americans apply for unemployment benefits last week, but layoffs remain relatively low
[Yahoo/Reuters] Analysis-'Stagflation' fears haunt US markets despite Trump's pro-growth agenda
[Yahoo/Bloomberg] Bessent Says US ‘Long Way’ From Boosting Longer-Term Debt Sales
[Reuters] Morning Bid: Trade and Ukraine tensions mount, with Fed twist
[Axios] Trump's first month turns U.S. foreign policy upside down
[Yahoo/Bloomberg] Trump Turns on Zelenskiy, Leaving Ukraine Few Options Amid War
[Politico] Trump’s Zelenskyy tirade proves too much for European leaders to stomach
[Yahoo/Bloomberg] Trump Says New China Trade Deal ‘Possible’ Despite Tensions
[Yahoo/Bloomberg] Japan’s Food Inflation Is Becoming Harder for BOJ to Overlook
[CNBC] Who is Friedrich Merz, the favorite to become Germany’s new chancellor?
[Guardian] The US and Europe are at a crossroads. A new world order is emerging
[Bloomberg] Morgan Stanley Sees Tough Road for Trump Deals With China, India
[Bloomberg] Stagflation Is Poised for a Comeback
[Bloomberg] Fund Giant BlackRock Is Out to Unite Public and Private Markets
[Bloomberg] Trump Slams Brakes on East European Rally as Peace Deal in Doubt
[NYT] Clean Energy Was Lifting Manufacturing. Now Investment Is in Jeopardy.
[WSJ] How Tariffs Could Shock America’s Power System
[WSJ] Trump’s Attack on Zelensky Signals New World Order Taking Shape
[WSJ] Trump’s Anti-Zelensky Comments Caught GOP Off Guard
[WSJ] ECB Monitoring Financial Deregulation in U.S. With ‘Concern’, Says Rehn
[FT] Will the bond market rein in Donald Trump?
[FT] US objects to calling out ‘Russian aggression’ in G7 statement on Ukraine
[FT] German election 2025: Who’s ahead in the polls?
[Yahoo/Bloomberg] Stocks Rally Stalls as Trump Threatens 25% Tariffs: Markets Wrap
[Reuters] Tariff threats pave way to safe-haven gold's all-time high
[Reuters] Oil edges higher on supply concerns while market seeks peace talks clarity
[Yahoo/Reuters] Fed concerns rise as tariff threats ratchet higher and wider
[Yahoo/Reuters] US single-family housing starts tumble in January
[CNBC] Weekly mortgage demand drops 6%, as homebuyers remain ‘on the fence’
[AP] A deeper look at the talks between US and Russian officials as Trump suggests Ukraine is to blame
[AP] Trump is living in a Russian-made ‘disinformation space,’ says Ukraine’s Zelenskyy
[Yahoo/Bloomberg] Trump Tightens Grip on Bank, M&A Regulators in Latest Order
[AP] Arctic air sweeping south over Plains shatters record temperatures in North Dakota
[Reuters] Major risks loom as Trump upends US Russia policy
[Yahoo/Bloomberg] Nikola goes bankrupt, punctuating EV maker’s wild ride
[Yahoo/Bloomberg] New Zealand to Slow Pace of Easing After Third Big Rate Cut
[Yahoo/Bloomberg] Sports Debt Expected to Be Newest Collateral for Securitizations, Academy Says
[Yahoo/Bloomberg] UK Inflation at 10-Month High as VAT Hits Private Schools
[Yahoo/Bloomberg] ECB Nears Point of Pausing or Halting Cuts, Schnabel Says
[Reuters] China's new home prices stagnate in January as demand struggles
[Yahoo/Reuters] China's top financial regulator vows stable credit supply to private firms
[AP] Brazil’s former President Bolsonaro charged over alleged coup that included a plan to poison Lula
[Bloomberg] Private Credit Is the Hot New Thing on Wall Street. But What Is It?
[Bloomberg] An Investor’s Guide to Joining the Exclusive Private Credit Party
[Bloomberg] What Happens When Private Credit Loans Get in Trouble
[Bloomberg] ECB Warns Bank Lending for Risk Swaps Can Hide Dangers in System
[NYT] Struggle Over Americans’ Personal Data Plays Out Across the Government
[WSJ] Trump Signs Order That Seeks White House Control Over Independent Agencies
[WSJ] Europe Flails for Response After Trump Blames Kyiv for Ukraine War
[WSJ] BOJ’s Takata Calls for Gradual Rate Hikes, Sees Upside Risks to Prices
[FT] Donald Trump considers 25% tariff on imported cars
[FT] Donald Trump signals Ukraine to blame for war
[FT] Donald Trump signals Ukraine should hold elections as part of Russia peace deal
[FT] China’s holdings of US Treasuries fall to lowest level since 2009
[FT] Bond investors brace for Europe’s defence spending ‘bazooka’
[FT] ECB’s Schnabel calls for debate on ‘halt’ to rate cuts
[FT] EU agrees new Russia sanctions in the face of US push to end Ukraine 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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