Credit Bubble Bulletin

Presented by Doug Noland since 2012

Credit Bubble Daily
Wednesday, May 28, 2025
[CNBC] Stocks little changed as investors brace for Nvidia earnings: Live updates [Yahoo/Bloomberg] Oil Swings Near $64 as Traders Weigh OPEC+ Plans, Russia Risk [CNBC] Mortgage rates rose to the highest level since January, but demand from homebuyers still grew. Here’s why. [Reuters] Minutes of Fed's May meeting likely to show officials grappling with uncertainty [Reuters] Fed's Williams calls for strong response if inflation deviates from target [Bloomberg] Fed’s Williams Says Pandemic Changed Inflation Perceptions [Axios] Trump pledges government will continue Fannie Mae, Freddie Mac guarantees [Yahoo/Bloomberg] China Deflation Worry Is Eclipsing Trade War Thaw for Economists [Reuters] US and Russia clash in public as the Ukraine war heats up [AP] Get ready for several years of killer heat, top weather forecasters warn [Bloomberg] Raghuram Rajan Warns US Risks Future by Curbing Foreign Students [Bloomberg] Why Investors Are So Nervous About Japanese Bonds [Bloomberg] Ueda Vows to Watch Risks of Ripple Effects From Long-Yield Surge [Bloomberg] BOJ’s Bond Holding Paper Losses Hit Record After Rate Hikes [Bloomberg] China Seeks to Slow Yuan’s Gains After Months of Propping It Up [Bloomberg] Germany to Work With Kyiv on Long-Range Missile Production [WSJ] Trump Pledged ‘No Tax on Social Security.’ The Tax Bill Says Otherwise. [WSJ] Japan Bonds Draw Weak Demand as Rise in Superlong Yields Sparks Concern [FT] Japan’s 40-year bond sale draws weakest demand since July [FT] Donald Trump offers Canada free ‘Golden Dome’ protection if it gives up sovereignty [FT] The lessons from China’s dominance in manufacturing [FT] Global temperature rise to reach near 2C in next five years, WMO says [FT] India offers US ‘deep’ tariff cuts, but shields grain and dairy markets
Wednesday, May 28, 2025
[CNBC] Stocks little changed as investors brace for Nvidia earnings: Live updates [Yahoo/Bloomberg] Oil Swings Near $64 as Traders Weigh OPEC+ Plans, Russia Risk [CNBC] Mortgage rates rose to the highest level since January, but demand from homebuyers still grew. Here’s why. [Reuters] Minutes of Fed's May meeting likely to show officials grappling with uncertainty [Reuters] Fed's Williams calls for strong response if inflation deviates from target [Bloomberg] Fed’s Williams Says Pandemic Changed Inflation Perceptions [Axios] Trump pledges government will continue Fannie Mae, Freddie Mac guarantees [Yahoo/Bloomberg] China Deflation Worry Is Eclipsing Trade War Thaw for Economists [Reuters] US and Russia clash in public as the Ukraine war heats up [AP] Get ready for several years of killer heat, top weather forecasters warn [Bloomberg] Raghuram Rajan Warns US Risks Future by Curbing Foreign Students [Bloomberg] Why Investors Are So Nervous About Japanese Bonds [Bloomberg] Ueda Vows to Watch Risks of Ripple Effects From Long-Yield Surge [Bloomberg] BOJ’s Bond Holding Paper Losses Hit Record After Rate Hikes [Bloomberg] China Seeks to Slow Yuan’s Gains After Months of Propping It Up [Bloomberg] Germany to Work With Kyiv on Long-Range Missile Production [WSJ] Trump Pledged ‘No Tax on Social Security.’ The Tax Bill Says Otherwise. [WSJ] Japan Bonds Draw Weak Demand as Rise in Superlong Yields Sparks Concern [FT] Japan’s 40-year bond sale draws weakest demand since July [FT] Donald Trump offers Canada free ‘Golden Dome’ protection if it gives up sovereignty [FT] The lessons from China’s dominance in manufacturing [FT] Global temperature rise to reach near 2C in next five years, WMO says [FT] India offers US ‘deep’ tariff cuts, but shields grain and dairy markets
Tuesday, May 27, 2025
[CNBC] Stocks Rally after Trump announces extension on EU tariff: Live updates [Yahoo/Bloomberg] Global Bonds Rally as Japan Looks to Stabilize Its Debt Market [Yahoo/Bloomberg] Oil Steadies as Traders Focus on EU Trade Talks, OPEC+ Meeting [Yahoo/Reuters] BOJ's Ueda calls for vigilance over food inflation risks [Yahoo/Reuters] BIS urges governments to curb 'relentless' rise in debt [Yahoo/Bloomberg] China Calls on Asean, Gulf States to Create ‘Big Market’ [Reuters] Exclusive: Japan to consider trimming super-long bond issuance, sources say [Bloomberg] Big Tech Is a Target If 50% EU Tariff Threat Stays [Bloomberg] The US Is About to Discover if Deficits Don't Matter [Bloomberg] Private Equity Fundraising Plunges Amid Struggle to Return Cash [Bloomberg] Ueda Indicates BOJ Is Still Eyeing More Rate Hikes, Boosting Yen [Bloomberg] Japan Loses Top Creditor Status for First Time in 34 Years [Bloomberg] North Korea Says Trump’s Golden Dome Risks ‘Space Nuclear War’ [Bloomberg] Why This River in India and Pakistan Is Causing So Much Angst [NYT] Trump’s China Tariffs Are Having a ‘Massive Impact’ on Small Business [NYT] China’s Soft Spot in Trade War With Trump: Risk of Huge Job Loss [WSJ] Trump Weighs Sanctions Against Russia as Relationship With Putin Sours [WSJ] Lindsey Graham: The U.S. Senate Won’t Tolerate Putin’s Games [WSJ] The U.S. Reinforces Europe’s Northern Front, Fearing War With Russia [WSJ] China Turns to Consumers to Boost Growth, but Households Are Wary [FT] Japanese bonds rally on hopes of less supply [FT] America’s rising ‘moron premium’ [FT] The ‘quiet’ crisis brewing between the US and South Korea [FT] ECB hawk calls for rate cut pause until September amid trade tensions [FT] EU plans sweeping stress test of non-banks
Monday, May 26, 2025
[Yahoo/Bloomberg] Stocks Rise on Trump’s Tariff Delay; Dollar Wavers: Markets Wrap [AP] European shares gain after Trump pushes back planned 50% tariffs on EU [Yahoo/Bloomberg] Oil Swings as Market Weighs Easing Trade Tensions, OPEC+ Outlook [CNBC] Johnson says there are ‘enough’ GOP senators to stall House budget bill [Yahoo/Bloomberg] Germany’s Merz Says US Tech Perks Could Be Target in Trade War [Yahoo/Bloomberg] Trump Says He’s Eyeing Russia Sanctions, Calls Putin ‘Crazy’ [BBC] Trump calls Putin 'crazy' after largest Russian attack on Ukraine [Yahoo/Reuters] Global central banks talk harsh new economic realities in Tokyo [AP] The scars from Hurricane Helene are healing slowly in this Appalachian tourist town [Bloomberg] Kashkari Says ‘Not Sure’ on Interest Rate Moves by September [Bloomberg] Xi Mulls New Made-in-China Plan Despite US Call to Rebalance [Bloomberg] Japan to Sell Rice Stockpiles With Aim to Halve Soaring Prices [NYT] Fiscal Hawks in Senate Balk at House’s Bill to Deliver Trump’s Agenda [WSJ] How Your Town Can Feel the Weight of the National Debt [WSJ] Investors Pile Into ETFs at Record Pace Despite Market Turmoil [WSJ] American Homes Are Shrinking. Why Are They Still So Unaffordable? [WSJ] Your Patio Furniture Set Is Going to Cost a Lot More This Summer [FT] EU countries push for swift trade deal with Donald Trump [FT] Trump lashes at out Harvard and says he could cut $3bn in funds [FT] Russia dismisses Donald Trump’s criticism of ‘crazy’ Vladimir Putin [FT] China improves ability to launch sudden attack on Taiwan, officials say
Tactical Short 4th Quarter 2022 Recap
Q4 Review - 2023 Preview

Thursday, January 19, 2023 – 4:00pm Eastern / 2:00pm Mountain

David McAlvany
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