Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] Stocks rise with Nvidia earnings ahead, S&P 500 and Dow try to snap 4-day losing streak: Live updates
[Yahoo/Reuters] Investors pull record $523 million from BlackRock's flagship bitcoin ETF
[Reuters] What Fed cut? US repo rates still high as liquidity tightens into year-end
[CNBC] Mortgage rates hit highest level in a month, pushing loan demand down 5%
[CNN] AI is about to face an enormous test. The market is already nervous
[Yahoo Finance] Nvidia’s $24B AI deal blitz has Wall Street asking questions about ‘murky’ circular investments
[Yahoo/Bloomberg] Tense Japan-China Talks Stoke Concerns Over Economic Fallout
[Reuters] Europe's banks face 'unprecedentedly high' risk of shocks, ECB warns
[AP] Russian barrage kills 20 in Ukraine city as Zelenskyy holds talks with Turkish leader
[Bloomberg] Bond Dealers Rebuff NY Fed Tool as Strains in Repo Market Build
[Bloomberg] Hedge Fund Leverage Needs Kid-Glove Handling by Regulators
[Bloomberg] JPMorgan’s Super-Sized Checks Are Blowing Away All Other Lenders
[Bloomberg] Japan’s 20-Year Bond Sale Reflects Concerns About Stimulus Plan
[Bloomberg] BOJ’s Ueda to Meet With Finance, Growth Strategy Ministers
[Bloomberg] House Prices Crash Across London’s Wealthiest Neighborhoods
[WSJ] The Crypto Trades That Amplified Gains Are Now Turbocharging Losses
[WSJ] Nvidia Results and Delayed Jobs Data Set Up Critical Test for Wall Street
[WSJ] Trump Sends Pentagon Officials to Ukraine in Effort to Restart Peace Talks
[WSJ] Netherlands Hands Back Control of Chip Maker Nexperia to Chinese Owner
[FT] Japan’s borrowing costs at highest in decades on fears of public spending surge
[FT] Hedge funds’ bets on Argentina pay off after US bailout
[FT] High-stakes budget in store for edgy UK markets
[CNBC] Stocks rise with Nvidia earnings ahead, S&P 500 and Dow try to snap 4-day losing streak: Live updates
[Yahoo/Reuters] Investors pull record $523 million from BlackRock's flagship bitcoin ETF
[Reuters] What Fed cut? US repo rates still high as liquidity tightens into year-end
[CNBC] Mortgage rates hit highest level in a month, pushing loan demand down 5%
[CNN] AI is about to face an enormous test. The market is already nervous
[Yahoo Finance] Nvidia’s $24B AI deal blitz has Wall Street asking questions about ‘murky’ circular investments
[Yahoo/Bloomberg] Tense Japan-China Talks Stoke Concerns Over Economic Fallout
[Reuters] Europe's banks face 'unprecedentedly high' risk of shocks, ECB warns
[AP] Russian barrage kills 20 in Ukraine city as Zelenskyy holds talks with Turkish leader
[Bloomberg] Bond Dealers Rebuff NY Fed Tool as Strains in Repo Market Build
[Bloomberg] Hedge Fund Leverage Needs Kid-Glove Handling by Regulators
[Bloomberg] JPMorgan’s Super-Sized Checks Are Blowing Away All Other Lenders
[Bloomberg] Japan’s 20-Year Bond Sale Reflects Concerns About Stimulus Plan
[Bloomberg] BOJ’s Ueda to Meet With Finance, Growth Strategy Ministers
[Bloomberg] House Prices Crash Across London’s Wealthiest Neighborhoods
[WSJ] The Crypto Trades That Amplified Gains Are Now Turbocharging Losses
[WSJ] Nvidia Results and Delayed Jobs Data Set Up Critical Test for Wall Street
[WSJ] Trump Sends Pentagon Officials to Ukraine in Effort to Restart Peace Talks
[WSJ] Netherlands Hands Back Control of Chip Maker Nexperia to Chinese Owner
[FT] Japan’s borrowing costs at highest in decades on fears of public spending surge
[FT] Hedge funds’ bets on Argentina pay off after US bailout
[FT] High-stakes budget in store for edgy UK markets
[CNBC] S&P 500 drops for a fourth day as tech shares slump, bitcoin breaks below $90,000: Live updates
[Yahoo/Bloomberg] Japan Bond Rout Deepens on Fears Over Takaichi’s Fiscal Package
[Yahoo/Bloomberg] Crypto Plunge Adds to Angst as Markets Extend Broad Retreat
[CNBC] Bitcoin briefly falls below $90,000 to lowest since April as cryptocurrency gives up 2025 gain
[Reuters] Morning Bid: Fear and caution grip markets
[Bloomberg] ‘Sell Japan’ Trade Emerges as Fiscal Worry, China Tensions Weigh
[Yahoo/Reuters] Bitcoin drops below $90,000 in sign of souring mood
[Yahoo/Reuters] Bubble or breakout? Nvidia earnings put AI boom under the microscope
[Yahoo/Reuters] No company is immune if AI bubble bursts, Google CEO Sundar Pichai says
[Reuters] As data flow revives, Fed still faces a deep policy divide
[Yahoo/WSJ] Higher Tariffs Take Toll on Global Growth, and Impact Is Set to Linger
[AP] US has warned others to avoid loans from Chinese state banks. But it’s the biggest recipient of all
[Yahoo/Bloomberg] Klarna Revenue Surges as Longer-Term Loan Book More Than Doubles
[Yahoo/Reuters] BOJ chief to hold first bilateral meeting with PM Takaichi
[Reuters] Japan warns citizens in China about safety as diplomatic crisis deepens
[Bloomberg] Japan’s Bond Rout Deepens as Fears Grow Over Takaichi’s Package
[Bloomberg] Takaichi Faces Pressure Before Ueda Meeting as Yen, Bonds Slide
[Bloomberg] US Companies Shed 2,500 Jobs as October Drew to a Close
[Bloomberg] China’s Grip on American Medicine Cabinets Grows More Entrenched
[Bloomberg] Ueda Signals BOJ Remains on Rate Hike Path After PM Meet
[Bloomberg] China Accuses Takaichi of Reviving Japan’s ‘Militarist Demons’
[Bloomberg] Russia’s Oil Flows and Prices Deepen Slide in Hit to War Funding
[NYT] The Fed Is Cutting Bank Oversight. Critics See Risks.
[NYT] High Hamburger Prices? White House Blames Biden and Migrants.
[WSJ] The ‘JPMorgan Boys’ Behind the U.S. Bailout for Argentina
[FT] Crypto market sheds $1.2tn as traders shun speculative assets
[FT] Oracle’s astonishing $300bn OpenAI deal is now valued at minus $60bn
[FT] Fund managers warn AI investment boom has gone too far
[FT] The growing problem with China’s unreliable numbers
[CNBC] Stocks are little changed to start week as traders brace for Nvidia earnings, jobs data: Live updates
[Yahoo/Bloomberg] Bitcoin Humbles Wall Street Faithful After $600 Billion Fall
[Reuters] Retail investors show less conviction in buying US stock market dips
[CNN] Jerome Powell’s era of consensus at the Fed is over
[Yahoo/Bloomberg] Jeffrey Gundlach Warns of ‘Garbage Lending’ as Private Credit Booms
[CNBC] Alibaba is helping Chinese military target the U.S., White House memo claims: FT
[CNBC] China slow-walks U.S. soybean purchases as stockpiles hit multi-year highs, undermining Trump’s trade deal claims
[Reuters] China lodges representations with US over Taiwan arms sale
[Yahoo/Reuters] Japan's economy contracts for first time in six quarters
[Yahoo/Bloomberg] China Pulls Back Government Spending by Most in Over Four Years
[Reuters] In a first, Taiwan to distribute security handbook to all households as China threat rises
[Reuters] Poland faced one confirmed, one highly probable railway sabotage act
[Bloomberg] The Job Market Is Heating Up — for Jobs That People Usually Don't Want
[Bloomberg] CoreWeave’s Worst-Ever Week Shows AI Traders Are Getting Picky
[Bloomberg] China Escalates Japan Spat With Threats of Economic Reprisal
[Bloomberg] Japan’s Takaichi Has Few Good Options to End China’s Retaliation
[Bloomberg] Japan Calls China’s Travel Warning Unacceptable as Spat Simmers
[Bloomberg] Japan’s Falling GDP Backs Takaichi’s Case for Big Fiscal Package
[Bloomberg] Goldman Sees Higher Japan Bond Premium as Fiscal Worries Return
[NYT] The Crypto Industry’s $28 Billion in ‘Dirty Money’
[NYT] Hydropower Is Getting Less Reliable as the World Needs More Energy
[WSJ] Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy
[WSJ] White House Hunts for Ways to Lower the Cost of Living
[WSJ] Threats to Eurozone Financial Stability ‘Remain Elevated,’ Says ECB’s De Guindos
[FT] Private credit pushing reinsurers into riskier business, industry warns
[FT] Number of new foreign students in US falls by 17% over visa worries
[FT] Japan’s economy shrinks as US tariffs weigh on exports
[FT] Japan dispatches envoy to China as tensions soar
[Yahoo Finance] Nvidia, Walmart earnings, and the return of jobs numbers: What to watch this week
[Reuters] As Fed hawks press their case, traders bet against December cut
[Yahoo/Bloomberg] Crowded Emerging-Market Trades Draw Warnings From Money Managers
[Axios] Key Fed official was under investigation over stock trades, filing shows
[Yahoo Finance] Crypto price plunge: What Eric Trump, Michael Saylor, and others are saying
[AP] Finland’s president urges Europe to hold its nerve as he warns no ceasefire likely soon in Ukraine
[Bloomberg] AI Debt Explosion Has Traders Searching for Cover: Credit Weekly
[Bloomberg] Popular Zero-Day Options Strategies Keep a Lid on Stock Rallies
[Bloomberg] China Warns Its Students in Japan of Risks as Tensions Rise
[NYT] They Rushed to Buy Homes During the Pandemic. Now, Some Feel Trapped.
[WSJ] AI Is Making Big Tech Weaker
[WSJ] White House Hunts for Ways to Lower the Cost of Living
[WSJ] A New Rare-Earths Plant in Europe Shows How Tough Breaking China’s Grip Will Be
[WSJ] He’s Called ‘Little Trump,’ and His Tactics Are Rankling White House Top Brass
[WSJ] U.S. Boat Strikes Are Straining the Counterdrug Alliance
[FT] Trump trade negotiator hits out at EU delays in cutting tariffs and rules
[FT] China sends coastguard to disputed islands as row with Japan escalates
[AP] Trump, like Biden before him, finds there’s no quick fix on inflation
[Yahoo/Reuters] New York Fed met with banks over key lending facility, FT reports
[Yahoo Finance] Fed reshuffling is coming, but 2026 still looks divided
[CNBC] The government shutdown is over. The air traffic controller shortage is not
[Axios] 3 roadblocks for the Senate's last-ditch health care negotiations
[Reuters] US hedge funds trim stakes in 'Magnificent Seven' stocks in third quarter
[AP] Future data centers are driving up forecasts for energy demand. States want proof they’ll get built
[Yahoo/Bloomberg] White House Memo Claims Alibaba Has China Military Ties, FT Says
[AP] Japan protests China’s travel advisory over Taiwan remarks
[Bloomberg] Japan Plans Bigger Extra Budget This Fiscal Year: Media Reports
[Bloomberg] China’s AI Bets Pivot to Power, Metals as Tech Bubble Fears Grow
[WSJ] ‘Buy the Dip’ Investors Save Stocks From a Brutal Week
[WSJ] Here’s How Much Coffee, Beef and Banana Prices Have Gone Up
[WSJ] Iran Seizes Fuel Tanker in Middle East Waterway
[FT] New York Fed convened meeting with Wall Street firms over key lending facility
[FT] US economic outlook obscured by shutdown-triggered data gap
[FT] If private credit breaks, insurers will fall under the microscope
[FT] The soaring price of a steak
[FT] White House memo claims Alibaba is helping Chinese military target US
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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