Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[Yahoo/Reuters] Oil to open higher as US strikes on Iran boost supply risk premium
[Yahoo/Bloomberg] Trump’s Airstrikes on Iran Leave Oil Market Braced for Surge
[Yahoo/Bloomberg] Gulf States Fear Escalation as US Iran Strikes Rattle Region
[Axios] U.S. enters Israel's war against Iran
[Axios] Trump claims U.S. strikes "obliterated" Iran's key nuclear facilities
[BBC Live Updates] Iran nuclear sites 'severely damaged' after strikes, US says
[AP] US inserts itself into Israel’s war with Iran, striking 3 Iranian nuclear sites
[Yahoo/Bloomberg] US Attacks Three Nuclear Sites in Iran, Widening Conflict
[Reuters] Maersk continues to sail through Strait of Hormuz, company says
[Yahoo/Bloomberg] Central Banks in Asia Are Becoming Wary of Currency Intervention
[Bloomberg] Greece Tells Ships to Reassess Hormuz Journeys After US Strikes
[NYT] With Military Strike His Predecessors Avoided, Trump Takes a Huge Gamble
[NYT] U.S. Bombing of Iran Keeps Oil Markets on Edge
[WSJ] Trump Gave Final Go-Ahead for Iran Attack Hours Before Bombs Fell
[WSJ] Ordinary Investors Are Souring on Big Tech
[FT] How Iran could hit back at the US
[FT] Trump faces backlash from Maga base after strikes on Iran
[FT] Trump has opened a Pandora’s box
[Yahoo/Reuters] Oil to open higher as US strikes on Iran boost supply risk premium
[Yahoo/Bloomberg] Trump’s Airstrikes on Iran Leave Oil Market Braced for Surge
[Yahoo/Bloomberg] Gulf States Fear Escalation as US Iran Strikes Rattle Region
[Axios] U.S. enters Israel's war against Iran
[Axios] Trump claims U.S. strikes "obliterated" Iran's key nuclear facilities
[BBC Live Updates] Iran nuclear sites 'severely damaged' after strikes, US says
[AP] US inserts itself into Israel’s war with Iran, striking 3 Iranian nuclear sites
[Yahoo/Bloomberg] US Attacks Three Nuclear Sites in Iran, Widening Conflict
[Reuters] Maersk continues to sail through Strait of Hormuz, company says
[Yahoo/Bloomberg] Central Banks in Asia Are Becoming Wary of Currency Intervention
[Bloomberg] Greece Tells Ships to Reassess Hormuz Journeys After US Strikes
[NYT] With Military Strike His Predecessors Avoided, Trump Takes a Huge Gamble
[NYT] U.S. Bombing of Iran Keeps Oil Markets on Edge
[WSJ] Trump Gave Final Go-Ahead for Iran Attack Hours Before Bombs Fell
[WSJ] Ordinary Investors Are Souring on Big Tech
[FT] How Iran could hit back at the US
[FT] Trump faces backlash from Maga base after strikes on Iran
[FT] Trump has opened a Pandora’s box
[AP] Israel hits Iranian nuclear research facility and says it’s preparing for possibly long campaign
[BBC Live] Iran FM warns US involvement in conflict would be 'very dangerous' as Israel targets commanders
[Yahoo/Reuters] Trump says he may change his mind about firing Fed Chair Powell
[Yahoo/Bloomberg] Waller Says Fed Could Cut Interest Rates as Soon as July
[CNBC] Why electricity prices are surging for U.S. households
[Yahoo/Bloomberg] Intense heat to push biggest US grid's power use to 12-year high
[Bloomberg] EU Frets Over US Demands in Trade Talks It Sees as Unbalanced
[NYT] Hybrid Cars, Once Derided and Dismissed, Have Become Popular
[WSJ] America’s Arab Gulf Partners Grapple With War on Their Doorstep
[WSJ] Dangerous Heat Dome to Bring Record Temperatures to Much of the U.S.
[WSJ] Stephen Miller’s Fingerprints Are on Everything in Trump’s Second Term
[FT] Israel strikes Iran’s Isfahan nuclear facility as Trump weighs entering war
[FT] Federal Reserve starts to split on when to begin cutting US interest rates
[FT] Netanyahu’s war with Iran: ‘For him, it’s personal’
[Yahoo/Bloomberg] Stocks Slide as Mideast Escalation Risk Mounts: Markets Wrap
[Yahoo/Reuters] Stocks tumble, dollar up as Middle East war lights safe-haven trade
[Yahoo/Bloomberg] Oil Slips as Investors Watch for Trump’s Plan on Iran Conflict
[BBC Live Updates] Iran's leader 'cannot continue to exist', Israeli defence minister says after hospital strike
[AP] Israel threatens Iran’s top leader after missiles damage hospital and wound more than 200
[Axios] Trump presses aides on whether bunker-buster plan to bomb Iran will work
[Yahoo/Bloomberg] US Officials Plan for Possible Strike on Iran in Coming Days
[Reuters] Iran, Israel trade fresh air attacks as Trump weighs US involvement
[Reuters] Putin and Xi condemn Israel over its Iran strikes in phone call, Kremlin says
[France24] Russia warns US against 'military intervention' in Iran-Israel war
[Yahoo/Bloomberg] Shell CEO Warns of ‘Huge Impact’ If Strait of Hormuz Blocked
[Yahoo/Telegraph] Israel-Iran war is jamming ship signals, Shell warns
[Yahoo/Bloomberg] Xi Shows No Sign of Rescuing Iran as Trump Ramps Up Pressure
[AP] ICE raids and their uncertainty scare off workers and baffle businesses
[Reuters] Exclusive: Japan plans to cut super-long bond sales by 10% to ease market concerns, draft shows
[Yahoo/Reuters] BOJ's gloomy projections suggest no rate hike this year, ex-top economist says
[Reuters] Putin says he does not want to discuss the possible Israeli-U.S. killing of Iran's supreme leader
[Reuters] Global uncertainty puts big central banks in a tight spot
[Bloomberg] US Officials Prepare for Possible Strike on Iran in Coming Days
[Bloomberg] Trump’s Envoy to China Calls Out Threat of Foreign Supply Chains
[Bloomberg] Auto Tariffs Seen Hiking Car Prices by Nearly $2,000 Per Vehicle
[Bloomberg] Vietnamese Dong Drops to Record Low as Asian Currencies Weaken
[WSJ] The Fed Waits Out the Tariff Economy
[WSJ] Why Iran’s ‘Axis of Resistance’ Is Missing in Action
[WSJ] Americans Are Side Hustling Like We’re in a Recession
[FT] Tanker rates double as shipowners steer clear of Strait of Hormuz
[FT] Why Big Tech cannot agree on artificial general intelligence
[FT] Should we worry about Trump undermining the dollar?
[FT] Solar bankruptcies mount as Congress slashes green energy funds
[FT] Bank of England holds rates at 4.25% amid Middle East uncertainty
[CNBC] Stocks little changed ahead of the Federal Reserve’s rate decision: Live updates
[Bloomberg] Oil Swings in Volatile Market as Trump Spurs War Escalation Fear
[Axios] Khamenei to Trump: Iran will not surrender
[Yahoo/Bloomberg] Trump Weighs Iran Options as Israel Ratchets Up Air Strikes
[AP] Iran’s leader rejects call to surrender, saying US intervention would cause ‘irreparable damage’
[Yahoo/Bloomberg] Iran’s Leader Shows Defiance With US Weighing War Intervention
[AP] Israel says it killed a top Iranian general as Trump warns people to flee Iran’s capital
[Reuters] Oil tankers near Iran appear to be in rural Russia as signals jammed
[AP] Trump tax bill would widen deficits by $2.8T after factoring in economic impacts, CBO says
[AP] US unemployment claims dipped to 245,000 last week, hovering at historically low levels
[Yahoo/Reuters] US single-family housing starts rise in May; permits slump
[AP] Borrowers looking for lower costs will have to wait as the Fed is unlikely to cut rates
[Yahoo/Reuters] Fed set to hold rates steady as Middle East crisis, tariffs cloud outlook
[Yahoo/Reuters] Analysis-Early Fed chair nomination could rattle markets
[The Hill] Senate GOP leader faces pushback after members blindsided by Trump bill
[Reuters] Japan PM Ishiba says disagreements remain with U.S. on tariff talks
[Politico] China’s got the world in a rare earth choke hold
[Yahoo/LAT] California's economy will contract due to immigration raids and tariffs, UCLA forecast predicts
[Yahoo/Bloomberg] Private equity sits on $1 trillion amid uncertainties, M&A stalls, PwC says
[Yahoo/Reuters] US added over 1,000 new millionaires a day last year, UBS report says
[Yahoo/Bloomberg] China’s Rare Earth Exports Slump in May as Magnet Sales Curbed
[Yahoo/Bloomberg] US-China Tech Fight Widens After Taiwan Blacklists Huawei
[Yahoo/Bloomberg] PBOC Head Imagines New World Currency Order After Dollar Era
[BBC] Russia fears another loss in Middle East from Iran's conflict with Israel
[Bloomberg] Japan to Protect Trade Interests And Not Rush Deal, Ishiba Says
[Bloomberg] US Plans to Ease Capital Rule Limiting Banks’ Treasury Trades
[Bloomberg] Trump Is Driving Off Investors and Threatening the Dollar’s Reign
[Bloomberg] US Lawmakers’ Talks With Top Taiwan Official Risks Irking China
[Bloomberg] Trump Deploys 2,000 More National Guard Troops to Los Angeles
[Bloomberg] Stavridis: The US Is Making the World a More Dangerous Place
[NYT] Trump Calls for Iran’s ‘Unconditional Surrender’ and Threatens Its Supreme Leader
[NYT] Aiming at the Dollar, China Makes a Pitch for Its Currency
[WSJ] Trump Calls for Iran to ‘Surrender’ as He Weighs Military Action
[WSJ] Israel Is Running Low on Defensive Interceptors, Official Says
[WSJ] The Problem With Wall Street’s Fixation on the Fed Dot Plot
[WSJ] The Biggest Companies Across America Are Cutting Their Workforces
[FT] Donald Trump calls for Iran’s ‘unconditional surrender’
[FT] Can an American bunker-buster destroy Iran’s nuclear mountain?
[FT] Donald Trump’s abrupt G7 exit causes disquiet among other leaders
[FT] China’s property market recovery stalls as falling prices hit sentiment
[FT] Insurance prices jump for Strait of Hormuz sailings as conflict threatens shipping
[CNBC] Stocks fall on escalating Israel-Iran conflict, weak retail sales: Live updates
[Yahoo/Bloomberg] Oil Fluctuates as Traders Watch for Israel-Iran War Escalation
[Yahoo/Bloomberg] More Central Banks Than Ever Plan to Build Up Their Gold Hoards
[Yahoo/Bloomberg] Wall Street Turns Wary as Mideast Risk Caps Stocks Near Record
[Axios] Regime change emerges as unstated goal of Israel's war in Iran
[Axios] Trump team proposes Iran talks this week on nuclear deal, ceasefire
[Yahoo/Bloomberg] Trump Plays Down Iran-Israel Truce as He Leaves G-7 Early
[CNBC] G7 leaders urge de-escalation in Middle East, blame Iran for ‘instability and terror’
[CNBC] Retail sales fell 0.9% in May, worse than expected as consumers pulled back
[AP] ‘Purgatory:' Fed officials left in limbo as tariffs complicate this week’s rate decision
[Yahoo/Reuters] Fed policymakers gather amid rising geopolitical risks, unclear tariff impact
[Yahoo/Bloomberg] Trump’s Latest Attack on the Fed Zooms In on Surging Debt Costs
[Yahoo/Bloomberg] US Spending on Climate Damage Nears $1 Trillion Per Year
[Yahoo/Reuters] BOJ decides to slow bond taper, keeps rates steady
[Yahoo/Bloomberg] BOJ to Slow Bond Market Withdrawal After Standing Pat on Rates
[Yahoo/Reuters] China's new homes demand to remain well short of 2017 peak, says Goldman Sachs
[Yahoo/Bloomberg] China’s Oil Demand Will Peak Earlier Than Expected, IEA Says
[Bloomberg] China Warns Iran-Israel Conflict May Spiral, Calls for Peace
[Bloomberg] Russia Watches Israel-Iran Crisis With Few Tools to Intervene
[Bloomberg] What’s New in the Senate Version of Trump’s Tax and Spending Bill
[Bloomberg] Fannie and Freddie Can Never Be Truly Privatized
[Bloomberg] BlackRock Says Super-Rich Want Private Credit as PE Returns Lag
[Bloomberg] China Housing Demand to Stay at 75% Below Peak, Goldman Says
[Bloomberg] Turkey Accelerates Missile Production Amid Fears of Wider War
[NYT] China Is Unleashing a New Export Shock on the World
[WSJ] Why the Fed Isn’t Cutting Rates Despite Cool Inflation
[WSJ] Oil Tankers on Fire After Collision Off Coast of United Arab Emirates
[WSJ] Trump Officials Weighed Broader China Tech Restrictions Ahead of Trade Talks
[WSJ] Bank of Japan Stands Pat on Rates, Plans to Slow Bond-Buying Tapering After April 2026
[FT] The era of sudden shocks — revisited
[FT] Central banks plan to boost gold reserves and trim dollar holdings
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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