Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] S&P 500 moves slightly as benchmark gets set to close out 2025 with 17% gain: Live updates
[Yahoo/Bloomberg] Copper Set for Biggest Annual Gain Since 2009 on Supply Bets
[Reuters] Markets in 2025: Gold, Goldilocks and the dollar bears
[AP] US applications for jobless benefits fell below 200,000 last week with layoffs historically low
[AP] A rough year for journalists in 2025, with a little hope for things to turn around
[AP] China factory activity picks up in December as orders rebound ahead of holidays
[Yahoo/Bloomberg] Xi Declares China’s Economy Set to Hit 5% Growth Goal in 2025
[Yahoo/Bloomberg] Japan CEOs Halt Annual China Trip for First Time in 13 Years
[Reuters] Taiwan stays on high alert as Chinese ships pull back after massive drills
[AP] China announces it ‘successfully completed’ Taiwan military maneuvers
[NYT] A.I. Held Up Wall Street in 2025. Will That Continue?
[NYT] Inside China’s Six-Decade Campaign to Dominate Rare Earths
[WSJ] Six Stories That Show How Trump’s Trade War Changed the World Economy
[WSJ] Boston Went Big on Luxury Condos. The Buyers Didn’t Show Up.
[WSJ] Five Takeaways From China’s Military Drills Around Taiwan
[FT] Iran replaces central bank head in effort to contain cost-of-living protests
[CNBC] S&P 500 moves slightly as benchmark gets set to close out 2025 with 17% gain: Live updates
[Yahoo/Bloomberg] Copper Set for Biggest Annual Gain Since 2009 on Supply Bets
[Reuters] Markets in 2025: Gold, Goldilocks and the dollar bears
[AP] US applications for jobless benefits fell below 200,000 last week with layoffs historically low
[AP] A rough year for journalists in 2025, with a little hope for things to turn around
[AP] China factory activity picks up in December as orders rebound ahead of holidays
[Yahoo/Bloomberg] Xi Declares China’s Economy Set to Hit 5% Growth Goal in 2025
[Yahoo/Bloomberg] Japan CEOs Halt Annual China Trip for First Time in 13 Years
[Reuters] Taiwan stays on high alert as Chinese ships pull back after massive drills
[AP] China announces it ‘successfully completed’ Taiwan military maneuvers
[NYT] A.I. Held Up Wall Street in 2025. Will That Continue?
[NYT] Inside China’s Six-Decade Campaign to Dominate Rare Earths
[WSJ] Six Stories That Show How Trump’s Trade War Changed the World Economy
[WSJ] Boston Went Big on Luxury Condos. The Buyers Didn’t Show Up.
[WSJ] Five Takeaways From China’s Military Drills Around Taiwan
[FT] Iran replaces central bank head in effort to contain cost-of-living protests
[CNBC] Stocks are little changed after S&P 500 posts back-to-back losses: Live updates
[CNBC] 10-year Treasury yield steady ahead of December Fed minutes
[Yahoo/Bloomberg] Korea Crushes Global Benchmarks With Best Stock Rally Since 1999
[Reuters] China encircles Taiwan in massive military display
[AP] China flexes blockade capabilities near Taiwan on second day of military drills
[AP] Escalation in Yemen threatens to reignite civil war and create wider tensions in Gulf region
[Reuters] From brothers to rivals: Key moments in Saudi-UAE relations
[Bloomberg] Japan’s Topix Closes at Record Year-End High, Surpassing 1989
[Axios] The year the U.S. economy bent but didn't break
[Axios] Taiwan 2027: China's target date for potential takeover fast approaches
[Bloomberg] The Lows of the Trump Administration’s Climate Onslaught
[NYT] The New Billionaires of the A.I. Boom
[WSJ] Saudi Ultimatum Deepens Its Rift With Gulf Rival U.A.E.
[FT] Donald Trump expected to impose new levies if Supreme Court strikes down tariffs
[FT] Dollar on track for steepest annual drop for almost a decade
[CNBC] S&P 500 declines as investors take profit on tech stocks into final stretch of 2025: Live updates
[Reuters] The tenuous peace between Trump and the $30 trillion US bond market
[Axios] Powerful winter storm disrupts U.S. holiday season travel
[Axios] Charting the chaos: These stories captured America's attention in 2025
[CNBC] From data center spas to servers in space: How the energy crunch is reshaping cloud computing
[Reuters] Trump-Zelenskiy talks yield no progress on Ukraine-Russia territorial issues
[Yahoo/Bloomberg] Zelenskiy Asked Trump for 50-Year Security Guarantee for Ukraine
[Reuters] China stages record drills designed to encircle Taiwan
[Axios] "Stern warning": China's military holds live drills around Taiwan
[Yahoo/Bloomberg] Xi’s Triumphant Year Staring Down Trump Belies Troubles in China
[Bloomberg] Trump Claims US Strike on ‘Big Facility’ Inside Venezuela
[Bloomberg] Publicly Traded Private-Credit Funds Set for Worst Year Since 2020
[Bloomberg] ‘It’s Revenge of the Banks’ as Private Creditors Lose Their Edge
[Bloomberg] Why Silver Price Has Been Surging Even More Than Gold
[Bloomberg] The 11 Big Trades of 2025: Bubbles, Cockroaches and a 367% Jump
[Bloomberg] Last Bastion for Cheap Beef Fades in Latest Affordability Threat
[Bloomberg] Every Wall Street Analyst Now Predicts a Stock Rally in 2026
[Bloomberg] The Dollar’s Exorbitant Privilege Is on Borrowed Time
[Bloomberg] BOJ Summary Signals Real Rates Still Low, Pointing to More Hikes
[NYT] How Kevin Hassett Became a Trump Loyalist and Fed Chair Contender
[WSJ] How Investors Are Preparing for a New Fed
[WSJ] Be Prepared to Keep Paying More for Electricity
[WSJ] Bank of Japan’s Meeting Summary Points to Further Rate Increases
[WSJ] Chinese Military Drills Send ‘Stern Warning’ After U.S. Arms Sales to Taiwan
[FT] AI start-ups amass record $150bn funding cushion as bubble fears mount
[FT] Donald Trump and Volodymyr Zelenskyy talks fail to deliver breakthrough on Ukraine peace deal
[FT] China signals tolerance for stronger renminbi
[FT] China launches military drills around Taiwan
[ABC] New winter storm heads for Midwest, Northeast with 40 million people on alert
[Yahoo/Bloomberg] Trump, Zelenskiy to Meet as Russia’s Lavrov Assails Europe
[CNBC] Putin says Russia will achieve its Ukraine aims by force if Kyiv doesn’t want peace
[Yahoo/Bloomberg] China Signals Sustained Fiscal Support for Growth in 2026 Plan
[The Hill] Iran’s president says country is in ‘full-scale war’ with US, Israel, Europe
[Bloomberg] Ukraine Says It Strikes Rosneft’s Syzran Oil Refinery in Samara
[Bloomberg] Iran Says It Launched Three Satellites Into Space From Russia
[WSJ] Private Equity Has More Housecleaning to Do in 2026
[FT] Iran in ‘all-out war’ with US, Europe and Israel, says president
[FT] China’s cash-strapped local governments drive record sales of asset-backed securities
[Reuters] Winter weather in US Northeast leads to thousands of flight delays, cancellations
[Reuters] Wall St Week Ahead S&P 500 eyes 7,000 mark as investors look for upbeat end to strong 2025
[MSN/WP] Bankruptcies Soar as Companies Grapple with Inflation, Tariffs
[Reuters] Waymo's San Francisco outage raises doubts over robotaxi readiness during crises
[Reuters] Russian drones, missiles pound Ukraine ahead of Zelenskiy-Trump meeting
[CBS] Zelenskyy to seek security guarantees from Trump as he heads to talks in Florida
[Politico] Trump to POLITICO: Zelenskyy ‘doesn’t have anything until I approve it’
[NYT] More Student Loan Borrowers Are Shedding Debts in Bankruptcy
[NYT] A Wealth Tax Floated in California Has Billionaires Thinking of Leaving
[WSJ] States See a Federal Power Grab in Clash Over AI Data Centers
[WSJ] The Unexpected Winner of Rising American Tariffs Is Mexico
[FT] Why bomb Sokoto? Trump’s strikes baffle Nigerians
[FT] China industrial profits plunge as weak demand and deflation bite
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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