Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] Stock futures point to more gains despite ADP report showing job losses: Live updates
[CNBC] November private payrolls unexpectedly fell by 32,000, led by steep small business job cuts, ADP reports
[CNBC] Mortgage rates finally moved lower last week, but that didn’t do much for demand
[Yahoo/Reuters] The AI frenzy is driving a new global supply chain crisis
[AP] Europeans accuse Putin of feigning interest in peace after talks with US envoys
[Reuters] Russia says no Ukraine compromise reached after five-hour Putin talks with Trump envoys
[Bloomberg] Oracle Credit Fear Gauge Hits Highest Since 2009 on AI Bubble Fears
[Bloomberg] Rewarding the Shadow-Banking Boom Makes No Sense
[Bloomberg] SEC Halts High-Leveraged ETF Plans in Warning Over Risks
[Bloomberg] Why Silver Price Has Been Surging Even More Than Gold
[Bloomberg] Crypto Deals Hit a Record $8.6 Billion as Market Strains Grow
[Bloomberg] Trump Signs Bill to Deepen US-Taiwan Ties Amid China Concerns
[Bloomberg] Several Vanke Bondholders Signal They’ll Oppose Extension Plan
[Bloomberg] China Services Activity Slows Again in Sign of Frail Economy
[NYT] Fed Pick Puts Pressure on Bessent to Deliver for Trump
[WSJ] Ukraine Goes After Moscow’s Shadow Fleet in International Waters
[WSJ] A Newly Confident China Is Jockeying for More Global Clout as Trump Pulls Back
[FT] Donald Trump says he will nominate Federal Reserve chair in ‘early’ 2026
[FT] Leverage is crypto trading’s faultline
[FT] The hunt for copper to wire the AI boom
[FT] Russia says no deal reached in talks with US on Ukraine
[CNBC] Stock futures point to more gains despite ADP report showing job losses: Live updates
[CNBC] November private payrolls unexpectedly fell by 32,000, led by steep small business job cuts, ADP reports
[CNBC] Mortgage rates finally moved lower last week, but that didn’t do much for demand
[Yahoo/Reuters] The AI frenzy is driving a new global supply chain crisis
[AP] Europeans accuse Putin of feigning interest in peace after talks with US envoys
[Reuters] Russia says no Ukraine compromise reached after five-hour Putin talks with Trump envoys
[Bloomberg] Oracle Credit Fear Gauge Hits Highest Since 2009 on AI Bubble Fears
[Bloomberg] Rewarding the Shadow-Banking Boom Makes No Sense
[Bloomberg] SEC Halts High-Leveraged ETF Plans in Warning Over Risks
[Bloomberg] Why Silver Price Has Been Surging Even More Than Gold
[Bloomberg] Crypto Deals Hit a Record $8.6 Billion as Market Strains Grow
[Bloomberg] Trump Signs Bill to Deepen US-Taiwan Ties Amid China Concerns
[Bloomberg] Several Vanke Bondholders Signal They’ll Oppose Extension Plan
[Bloomberg] China Services Activity Slows Again in Sign of Frail Economy
[NYT] Fed Pick Puts Pressure on Bessent to Deliver for Trump
[WSJ] Ukraine Goes After Moscow’s Shadow Fleet in International Waters
[WSJ] A Newly Confident China Is Jockeying for More Global Clout as Trump Pulls Back
[FT] Donald Trump says he will nominate Federal Reserve chair in ‘early’ 2026
[FT] Leverage is crypto trading’s faultline
[FT] The hunt for copper to wire the AI boom
[FT] Russia says no deal reached in talks with US on Ukraine
[CNBC] Stocks rebound as bitcoin bounces, tech stocks gain: Live updates
[Yahoo/Bloomberg] Crypto’s Retail Traders Hit Hard as Strategy ETFs Plunge 80%
[Yahoo/Bloomberg] The Fed Has Rarely Been So Divided Over Its Long-Term Plan for Interest Rates
[Yahoo/Reuters] US online spending surges to $44.2 billion during five-day holiday shopping, Adobe data
[Yahoo/Bloomberg] Big Tech’s ‘Spend Little, Earn Lots’ Formula Is Threatened By AI
[Axios] AI bubble a "key downside risk" to U.S. economy, OECD warns
[Reuters] Bank of England says AI, private credit and gilt repos pose increased risks
[Reuters] Trump's push to end Ukraine war raises fears of 'ugly deal' for Europe
[AP] A third Russian tanker attacked in the Black Sea, Turkish authority says
[Yahoo/Bloomberg] Taiwan Confident Trump Will Allow Leader to Transit Through US
[Yahoo/Bloomberg] China-Japan Clash May Persist for a Year, Taiwan Minister Warns
[Reuters] China floods the world with gasoline cars it can't sell at home
[Bloomberg] Biggest Hedge Funds Are Tapping Ultra-Cheap Leverage, BIS Finds
[Bloomberg] Bond Traders Don't Trust Rachel Reeves
[Bloomberg] AI Cash Ignites a Boom for Multimillion-Dollar San Francisco Homes
[Bloomberg] Nearly Half of China Flights to Japan Cut in December, CCTV Says
[WSJ] Why Kevin Hassett Is Winning the Fed Chair Race Before It Has Ended
[WSJ] OpenAI’s Altman Declares ‘Code Red’ to Improve ChatGPT as Google Threatens AI Lead
[FT] In a crisis, Strategy stacks dollars
[FT] Rate cuts will end in leading economies next year, says OECD
[FT] Ukraine targets Russia’s shadow fleet as it steps up drone war
[CNBC] Stocks fall to kick off December with tech stocks, bitcoin declining: Live updates
[CNBC] Bitcoin, ethereum fall sharply as crypto sell-off resumes
[Yahoo/Bloomberg] Bitcoin Plunges to Below $85,000 in Risk-Off Start to December
[Yahoo/Bloomberg] Silver Extends Record-Breaking Rally on Tight Global Supplies
[Yahoo/Bloomberg] Copper Holds Near Record High as Supply Fears Grip Global Market
[Yahoo/Bloomberg] Japan’s Two-Year Yield Hits Highest Since 2008 on Rate-Hike Bets
[Yahoo/Bloomberg] Oil Climbs After OPEC+ Reiterates Pause With Focus on Venezuela
[AP] Why Cyber Monday could break spending records despite economic uncertainty
[AP] Here’s why everyone’s talking about a ‘K-shaped’ economy
[Axios] Post-war borders dominated "intense" U.S.-Ukraine talks
[Reuters] BOJ to weigh 'pros and cons' of rate hike in December, governor Ueda says
[CNBC] China’s factory activity unexpectedly contracts in November, missing estimates, private survey shows
[Yahoo Finance] Famed short seller Jim Chanos sees risks in growing debt market backed by Nvidia’s AI chips: 'There's going to be debt defaults'
[The Hill] Hegseth in hot water over boat strike order
[Politico] EU tells Trump: You can’t pardon Putin for war crimes in Ukraine
[Reuters] China's military firms struggle as corruption purge bites, report says
[Bloomberg] Private Credit ‘Hysteria’ Will Get Very Real Next Year
[Bloomberg] What AI Bubble? BNEF Outlook for Data Center Power Use Rises 36%
[Bloomberg] A Historic Housing Disconnect Is Forcing Prices Down
[Bloomberg] Ukraine Carries Out Record Attacks on Russia Oil Infrastructure
[Bloomberg] Taiwan Plans First Weapons Purchases for T-Dome to Counter China
[NYT] Where Do Fed Voters Stand on a December Rate Cut?
[NYT] Why Bonds Won’t Protect You From an AI Bubble
[WSJ] American Consumers Have Had It With High Car Prices
[WSJ] Rate Hikes Wouldn’t Put Brakes on Japan’s Economy, BOJ’s Ueda Says
[FT] Yen rises and bonds fall after BoJ governor hints at rate increase
[FT] How banks fuel the private credit boom
[FT] Nato considers being ‘more aggressive’ against Russia’s hybrid warfare
[FT] Trump, Xi, Putin and the strongman race
[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
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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