Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] Global week ahead: The start of a Santa Rally or more ‘bah humbug’?
[Axios] Young people forgo homeownership to invest in the stock market
[Axios] The retirement crisis is here
[Yahoo/Bloomberg] US Options Market Grapples With ‘Concentration Risk’ in Clearing
[Yahoo/Bloomberg] OPEC+ to Agree on Mechanism for Closely-Watched Capacity Review
[Yahoo/Bloomberg] China Factory Activity Slumps for Longest Stretch on Record
[Bloomberg] Black Friday Sales Rise, Signaling US Consumers’ Resilience
[Bloomberg] To Bond Investors, Some Emerging Markets Look Safer Than the US
[Bloomberg] NATO Is Preparing to Confront Russia With Limited US Support
[Bloomberg] Japan’s Finance Minister Says FX Moves Not Based on Fundamentals
[NYT] ‘The New Price of Eggs.’ The Political Shocks of Data Centers and Electric Bills
[NYT] Silicon Valley’s Man in the White House Is Benefiting Himself and His Friends
[WSJ] Data Centers Are a ‘Gold Rush’ for Construction Workers
[WSJ] Is America Heading for a Debt Crisis? Look Abroad for Answers
[WSJ] China Used to Be a Cash Cow for Western Companies. Now It’s a Test Lab.
[WSJ] Why Russia and China Are Sitting Out Venezuela’s Clash With Trump
[FT] ‘A full-blown crisis’: Americans brace for a surge in healthcare costs
[FT] Doge, crypto and the end of the lol era
[FT] OpenAI’s lead under pressure as rivals start to close the gap
[FT] China services activity hits three-year low while factory slump persists
[CNBC] Global week ahead: The start of a Santa Rally or more ‘bah humbug’?
[Axios] Young people forgo homeownership to invest in the stock market
[Axios] The retirement crisis is here
[Yahoo/Bloomberg] US Options Market Grapples With ‘Concentration Risk’ in Clearing
[Yahoo/Bloomberg] OPEC+ to Agree on Mechanism for Closely-Watched Capacity Review
[Yahoo/Bloomberg] China Factory Activity Slumps for Longest Stretch on Record
[Bloomberg] Black Friday Sales Rise, Signaling US Consumers’ Resilience
[Bloomberg] To Bond Investors, Some Emerging Markets Look Safer Than the US
[Bloomberg] NATO Is Preparing to Confront Russia With Limited US Support
[Bloomberg] Japan’s Finance Minister Says FX Moves Not Based on Fundamentals
[NYT] ‘The New Price of Eggs.’ The Political Shocks of Data Centers and Electric Bills
[NYT] Silicon Valley’s Man in the White House Is Benefiting Himself and His Friends
[WSJ] Data Centers Are a ‘Gold Rush’ for Construction Workers
[WSJ] Is America Heading for a Debt Crisis? Look Abroad for Answers
[WSJ] China Used to Be a Cash Cow for Western Companies. Now It’s a Test Lab.
[WSJ] Why Russia and China Are Sitting Out Venezuela’s Clash With Trump
[FT] ‘A full-blown crisis’: Americans brace for a surge in healthcare costs
[FT] Doge, crypto and the end of the lol era
[FT] OpenAI’s lead under pressure as rivals start to close the gap
[FT] China services activity hits three-year low while factory slump persists
[Reuters] Wall St Week Ahead: Investors on watch for AI, economic updates as US stocks steady
[Reuters] U.S. Black Friday online sales hit record $11.8 billion, Adobe reports
[CNBC/Reuters] Trump says airspace above and surrounding Venezuela to be closed in its entirety
[Axios] Charted: Cities with the biggest job growth
[Yahoo/Bloomberg] China’s Robotics Stocks Face Investor Scrutiny Over Bubble Fears
[Reuters] China's central bank vows crackdown on virtual currency, flags stablecoin concerns
[AP] Black Sea tankers may have been hit by mines, missiles or drones, a Turkish official says
[AP] US halts all asylum decisions after shooting of National Guard members
[Bloomberg] Kyiv Hammered by Russian Airstrikes as Peace Team Heads to US
[Bloomberg] Vanke Pledges Entire Stake in Management Unit to State Backer
[Bloomberg] Japanese Singer’s Show Cut Short in Shanghai Amid China Tensions
[WSJ] A Chicago Data Center Overheated—and Shut Down Trade in Key Markets Across the Globe
[WSJ] How Trump Administration Aimed Tariff Exemptions at Rising Food Costs
[WSJ] Big Paychecks Can’t Woo Enough Sailors for America’s Commercial Fleet
[WSJ] Copper Thieves Are Wreaking Havoc Across America
[WSJ] California Digs a Deep Budget Hole
[WSJ] New Peace Push Offers Clues to Fundamental Question: What Does Putin Want?
[FT] Trump says Venezuela airspace to be closed
[FT] Hizbollah reels as Israel
[CNBC] Stocks tick higher after CME halt due to data center issue: Live updates
[Reuters] Central bank body BIS warns of hedge fund leverage in government bond markets
[Reuters] Crypto hoarding company shares under pressure as risk appetite wanes
[Reuters] Hassett at the Fed helm could pressure the dollar, investors say
[Yahoo/Reuters] Banks in talks to lend $38 billion to fund sites for OpenAI, FT reports
[Axios] Trump: U.S. will stop alleged Venezuelan drug traffickers on land "very soon"
[Yahoo/Bloomberg] Trump Demands ‘Reverse Migration’ in Push for Sweeping Crackdown
[Axios] Trump orders review of green card holders from 19 countries
[Bloomberg] Authers: Your ETF Is Ruining Capitalism
[Bloomberg] Japan’s Two-Year Bond Sale Demand Weaker Than 12-Month Average
[Bloomberg] China’s Markets Rattled as Vanke Revives Property Crisis Fears
[Bloomberg] China’s Sovereign Bond Traders on Watch for Fallout From Vanke
[Bloomberg] Trump to ‘Permanently Pause’ Migration From ‘Third World’
[Bloomberg] Why Taiwan Is At the Center Of the Spat Between China and Japan
[Bloomberg] Brazil’s Wave of Corporate Meltdowns Share One Commonality
[WSJ] American Customers Are Madder Than Ever
[WSJ] Canada Economy Rebounds by More Than Expected
[WSJ] Japan Plans Extra Bond Issuance That May Fuel Fiscal Fears
[FT] The housing crisis is pushing Gen Z into crypto and economic nihilism
[FT] Indonesia resists US trade deal ‘poison pill’
[FT] Lessons from the Bank of England’s QE programme
[FT] India GDP grows faster than expected at 8.2%
[FT] Is China winning the innovation race?
[Yahoo/Bloomberg] Global Stocks Hold Steady After Four-Day Rally: Markets Wrap
[Reuters] Stocks rise on Fed easing hopes, yen locked in intervention zone
[AP] Black Friday arrives with solid momentum despite tariffs and economic uncertainty
[Politico] Americans are buckling under medical bills. It could get worse.
[Yahoo/Bloomberg] High Coffee Prices Are Here to Stay for Longer Despite US Tariff Cuts
[Reuters] Putin says it's senseless to sign documents with 'illegitimate' Ukrainian leadership
[Reuters] Taiwan says it has discussed with US arms purchases for extra defence budget
[Yahoo/Reuters] China's tech giants move AI model training overseas to access Nvidia chips, FT reports
[Yahoo/Bloomberg] China Vanke Dollar Bonds Tumble to Record Lows as Crisis Worsens
[Yahoo/Bloomberg] China Warns of Bubble Risk in Booming Humanoid Robotics Industry
[Yahoo/Bloomberg] China Warns of Nuclear Conflict Risks After Trump Orders Testing
[Politico] Europe thinks the unthinkable: Retaliating against Russia
[Reuters] Bird flu virus could risk pandemic worse than COVID if it mutates, France's Institut Pasteur says
[Bloomberg] UK Market Declines Offer Reality Check on Post-Budget Relief
[Bloomberg] Vanke’s Loan Request Rejected by at Least Two Chinese Banks
[NYT] Irresistible Deals Put Them in Debt. Now They’re Trying to Manage Their Overspending.
[NYT] As Prices Pinch, Bessent Looks for Ways to Mollify Wary Consumers
[WSJ] Corporate Dealmaking Is Getting Bigger and Bolder Under Trump
[WSJ] Where Trump Sees Deals, Russia and China See a Chance to Disrupt U.S. Alliances
[WSJ] Vanke’s Bid to Delay Bond Payment Sparks Selloff in Chinese Developers
[WSJ] BOJ Rate Hikes Must Proceed With Caution, Board Member Says
[FT] China’s tech giants take AI model training offshore to tap Nvidia chips
[FT] Morgan Stanley thinks you should short Oracle
[FT] The US is deregulating banks. Will the rest of the world follow?
[FT] China Vanke’s bonds plunge on fears of waning state support
[CNBC] Stock futures rise after Dow notches third winning session: Live updates
[Bloomberg] Gold Rises as Fed Rate-Cut Hopes Grow and Banks Stay Bullish
[Yahoo/Bloomberg] Nvidia’s Stock Is Sinking as Doubts About Its AI Dominance Grow
[AP] Fewer Americans sought unemployment benefits last week as layoffs remain low
[Yahoo/Bloomberg] US Home-Purchase Applications Surge to Highest Since 2023
[CNBC] AI data center ‘frenzy’ is pushing up your electric bill — here’s why
[Axios] Trump admin hikes national parks prices by $170 for international tourists
[AP] UK’s Treasury chief delivers budget following unprecedented leak that outlined all her plans
[AP] China’s pressure on Japan is a familiar tactic that could last for some time
[CNBC] Taiwan’s President Lai lashes out against Beijing, pledging $40 billion in additional defense budget
[Reuters] Exclusive: US peace plan for Ukraine drew from Russian document, sources say
[Reuters] Russia says leak of Witkoff call recording is unacceptable, amounts to hybrid warfare
[Bloomberg] Looming US Power Crunch to Impair AI Abilities, Schneider Says
[Bloomberg] UK Bonds, Pound Whipsaw as Investors Unconvinced by Budget Plans
[Bloomberg] Dudley: A Smaller Fed Balance Sheet Is Bringing Its Own Problems
[Bloomberg] Lutnick, Pomp SPAC Deals Are Put to the Test by Crypto Crash
[Bloomberg] China Property Crisis Thrust Back Into Spotlight by Vanke Plunge
[Bloomberg] Japan to Issue Over $73.5 Billion in New Bonds to Fund Stimulus
[Bloomberg] Stavridis: The Underwater Cables That Carry the Internet Are in Trouble
[NYT] Is Trump’s Plan to Remake the Fed Coming Into Focus?
[WSJ] Traders Are Flooding Markets With Risky Bets. Robinhood’s CEO Is Their Cult Hero.
[WSJ] It Really Is Possible to Spend Too Much on AI
[WSJ] U.K. Treasury Chief Says Budget Measures Will Tackle Debt, Inflation
[FT] Voice trading makes a comeback in $30tn Treasury market
[FT] China is making trade impossible
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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