Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[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
[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
[CNBC] Stocks are little changed, Wall Street heads for winning week: Live updates
[Yahoo/Bloomberg] Gold, Silver Jump to Record Highs on Geopolitics, Weak Dollar
[CNBC] Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI build-out
[AP] Trump overturned decades of US trade policy in 2025. See the impact of his tariffs, in four charts
[AP] What to know about the militants targeted by US airstrikes in northwest Nigeria
[AP] Trump and Zelensky to meet Sunday to try and close out peace plan
[Reuters] China hits US defence firms with sanctions over arms sales to Taiwan
[Bloomberg] Japan Plans to Reduce Sales of Super-Long Government Bonds
[Bloomberg] Japan to Quadruple Spending Support for Chips, AI in Budget
[NYT] As A.I. Companies Borrow Billions, Debt Investors Grow Wary
[NYT] Data Center Surge Reaches India as American Tech Giants Invest Billions
[WSJ] Silver’s Runaway Rally Sweeps Up Amateur Investors
[WSJ] Family Offices Have Become the New Power Players on Wall Street
[WSJ] America’s Biggest Oil Field Is Turning Into a Pressure Cooker
[WSJ] Japan Closer to Achieving 2% Inflation Target, BOJ Governor Says
[WSJ] Japan Plans Record High Initial Budget for Next Fiscal Year
[WSJ] Even the Companies Making Humanoid Robots Think They’re Overhyped
[FT] AI boom adds $500bn to net worth of US tech billionaires in 2025
[FT] Global dealmaking hits $4.5tn in second-best year on record
[FT] Donald Trump’s second term tests deeply polarised Congress
[FT] Tett: China isn’t just dumping cheap goods anymore — it’s sending caviar
[CNN] Gold is set for its best year since Jimmy Carter was president
[Yahoo/Bloomberg] Japan Two-Year Bond Yield Rises After Tepid Auction Demand
[Yahoo/Bloomberg] Copper Poised for Best Year Since 2009 After December Surge
[Yahoo/Bloomberg] China’s Yuan Climbs Past 7 Per Dollar as PBOC Caves in to Bulls
[Reuters] White House orders military to focus on 'quarantine' of Venezuela oil
[Yahoo/Bloomberg] Japan’s Takaichi to Unveil Record ¥122 Trillion Budget for FY26
[Bloomberg] Ueda Signals Further Hikes With More Confidence Over Price Goal
[NYT] Trump’s Seizures of Oil Tankers Challenge Maritime Rules and Customs
[WSJ] The Economic Divide Between Big and Small Companies Is Growing
[WSJ] Warren Buffett and Private Equity Both Love Insurance. The Similarities End There.
[WSJ] Goldman Sachs’s Private-Credit Company Struggles to Clean Up Soured Bets
[WSJ] China Developing Options to Threaten Taiwan With ‘Brute Force,’ Pentagon Says
[WSJ] Congress Limps Into 2026 as Trump Dominates Washington
[FT] Tariff turmoil, a gold rush and the sinking dollar — 2025 in charts
[FT] AI upheaval shows little sign of lessening
[CNBC] Stocks are little changed after S&P 500 posts record close: Live updates
[Yahoo/Bloomberg] Gold Climbs Above $4,500 in Historic Rally for Precious Metals
[Reuters] Dollar set for worst year since 2017, yen still in focus
[AP] US applications fall again last week, remain at historically healthy level
[Yahoo/Bloomberg] US Holds Off on New Chinese Chip Tariffs Amid Trump-Xi Truce
[Reuters] As crypto and private credit hit the mainstream, investor risk seen multiplying
[Yahoo/Bloomberg] Supreme Court Rejects Trump Use of National Guard in Chicago
[Yahoo/Bloomberg] Why 2026 Is Poised to Be Another Rocky Year for Global Trade
[Axios] Trump admin bars 5 Europeans it says led drive to "censor" U.S. views online
[Reuters] EU, France, Germany slam US visa bans as 'censorship' row deepens
[AP] EU warns of possible action after the US bars 5 Europeans accused of censorship
[Bloomberg] Tricolor CEO Collected $30 Million in Year Before Alleged Fraud
[Bloomberg] Japan and US Agree to Expedite $550 Billion Investment Projects
[Bloomberg] Japan Budgeting for Bond Payments at 3% as Debt Servicing Soars
[Bloomberg] China’s Military Buildup Makes US Vulnerable, Pentagon Report Says
[NYT] Chasing an Economic Boom, White House Dismisses Risks of A.I.
[NYT] Investors Warn of ‘Rot in Private Equity’ as Funds Strike Circular Deals
[NYT] The Photos That Defined Business and the Economy in 2025
[NYT] Student Loan Borrowers in Default Could See Wages Garnished in Early 2026
[WSJ] Whoever Trump Picks, the Next Fed Chair Won’t Be Independent
[WSJ] AI Construction Costs Can Be an Accounting ‘Black Box’
[WSJ] The U.S. Economy Keeps Powering Ahead, Defying Dire Predictions
[WSJ] More Private-Equity Firms Plan to Sell Stakes to Raise Cash
[WSJ] Inside the New Fast Track to a Presidential Pardon
[WSJ] Zelensky Proposes Demilitarized Zone in Eastern Ukraine as Way to Peace
[FT] US accuses China of unfair chip trade practices
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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