Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[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
[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
[CNBC] Stocks drop as tech shares get hit hard again: Live updates
[Yahoo/Reuters] Bitcoin slides to six-month low as risk off tone grips markets
[Yahoo/Bloomberg] Bitcoin’s Bear Market Deepens as ETF Investors Yank $870 Million
[AP] World shares skid, following Wall Street’s retreat fueled by worries over AI and interest rates
[Reuters] Oil rises 2% after Ukrainian attack damages Russian oil depot
[Yahoo/Bloomberg] Burry’s Depreciation Gripe Shines Spotlight on Big Tech Profits
[AP] Top Fannie Mae officials ousted after sounding alarm on sharing confidential housing data
[Reuters] China's economy jolted by weakest factory output, retail sales growth in over a year
[CNBC] China economic gloom mounts as housing slump intensifies and investment slides
[Reuters] Ukrainian attack halts oil exports from Russia's Novo, affecting 2% of global supply, sources say
[AP] Russian drone and missile attack on Kyiv kills 6 people and injures at least 35
[Bloomberg] China and US Yet to Agree Rare-Earth Deal Weeks After Talks
[Bloomberg] China’s Economy Falters With Growth Hurt by Investment Slump
[Bloomberg] China’s Investment Crash Puzzles Economists and Threatens Growth
[Bloomberg] China Home-Price Slump Deepens as Stimulus Fails to Halt Slide
[Bloomberg] China’s Ex-Finance Chief Warns Property Bust to Worsen Deflation
[Bloomberg] China Property Loans of $1 Billion Risk Default in Latest Scare
[NYT] Trump Administration Prepares Tariff Exemptions in Bid to Lower Food Prices
[WSJ] When AI Hype Meets AI Reality: A Reckoning in 6 Charts
[WSJ] Why Every Company Suddenly Wants to Become a Bank
[WSJ] Companies Predict 2026 Will Be the Worst College Grad Job Market in Five Years
[WSJ] As First Brands Headed for Failure, Its Founder Spent Big in Europe
[FT] Starmer and Reeves drop proposal to increase income tax rates in Budget
[FT] China’s secretive gold purchases help fuel record rally
[FT] China house prices decline by most in a year
[CNBC] Stocks fall after Dow rallies to record high: Live updates
[Reuters] Morning Bid: Fed cut now a coin toss
[Reuters] Regional Fed banks could be next front in Trump's pressure campaign
[Yahoo/Bloomberg] Big Tech’s Climate Strategists Feeling Strain of AI Power Needs
[Yahoo/WSJ] Big Tech’s Soaring Profits Have an Ugly Underside: OpenAI’s Losses
[Yahoo/Bloomberg] GOP’s Shutdown Win May Backfire Over Soaring Health-Care Costs
[Reuters] Japan's wholesale prices rise more than expected on sticky food inflation
[Bloomberg] Funding Market Strains Spur Wall Street Calls for More Action From Fed
[Bloomberg] Japan 5-Year Bond Sale Lowest Price in Line With Market Forecast
[Bloomberg] Japan’s Slumping Currency Intensifies Debate Over Intervention
[Bloomberg] China Sees Worst Credit Growth in a Year as Demand Dries Up
[Bloomberg] Brazil’s Boom in Risky Bank Bonds Is Worrying Money Managers
[NYT] How Private Equity’s Vision for a Roofing Conglomerate Went Bust
[WSJ] The Secret Meeting That Ended the Shutdown
[WSJ] Builders’ Cheap Mortgages Are a Bad Deal for Home Buyers
[FT] White House signals it will cut tariffs to help ease high food prices
[Ft] ‘Phantom’ data centres muddy forecasts for US power needs
[FT] Wall Street CEOs flock to White House dinner with Donald Trump
[Ft] How populism became popular
[CNBC] S&P 500, Nasdaq gain as AMD leads tech trade comeback: Live updates
[AP] House returns for vote to end the government shutdown after nearly 2 months away
[CNBC] Tariffs thaw, rivalry simmers: U.S.–China trade truce enters uneasy phase
[CNBC] Mortgage demand from homebuyers hits highest level since September, despite rising interest rates
[Axios] Bessent says "substantial" relief imminent on coffee, fruit prices
[CNBC] AI stock boom leaves many behind, economist says: ‘It really widens the wealth and income gap’
[Yahoo/Reuters] White House explores rules that would upend shareholder voting, WSJ reports
[Yahoo/Reuters] Trump to host JP Morgan's Dimon, other Wall Street CEOs at White House dinner
[Yahoo/Bloomberg] Japan’s Finance Chief Issues Fresh FX Warning as Yen Nears 155
[Yahoo/Bloomberg] China Deploys ‘Big Data’ in Crackdown on Overseas Trading Income
[Yahoo/Bloomberg] RBA Warns of Market Complacency Toward Rising Geopolitical Risks
[Axios] Influential study sees momentum ebbing on cutting global CO2 emissions
[Bloomberg] Car Loan Delinquencies Hit Record for Riskiest Borrowers
[Bloomberg] Private Companies Are Being Taken Over by Lenders at Brisk Pace
[Bloomberg] Hedge Fund Giants Are Muscling Into Red-Hot Private Markets
[Bloomberg] China’s Purchases of US Soybeans Stall Despite Trade Truce
[Bloomberg] Takaichi Says BOJ Policy Is Very Important for a Strong Economy
[Bloomberg] Australian Home Loans Soar to Record, Reinforcing RBA Pause
[NYT] Who Pays When A.I. Is Wrong?
[WSJ] The Fed Is Increasingly Torn Over a December Rate Cut
[WSJ] The AI Boom Is Looking More and More Fragile
[WSJ] America’s Chip Restrictions Are Biting in China
[WSJ] What the Looming Fall of a Ukrainian City Says About Putin’s War
[FT] How K-shaped is the economy, really?
[FT] Germany risks ‘squandering’ growth from debt bazooka, warn top advisers
[FT] Markets should pay heed to the affordability squeeze
[FT] Elliott seeks to reassure investors as long-term returns fall behind S&P 500
[CNBC] S&P 500 ticks lower after big rally in prior session; tech shares under pressure: Live updates
[Yahoo/Bloomberg] Gold Extends Gains on US Fiscal Concerns, Rate-Cut Expectations
[Axios] Senate passes package to end record government shutdown
[Axios] Schumer faces mounting Dem calls to resign as leader
[AP] Top diplomats from G7 countries meet in Canada as trade tensions rise with Trump
[Reuters] Trump's deal with South Korea bogged down in details over submarine
[Bloomberg] US Small-Business Optimism Dips to Six-Month Low on Earnings
[Bloomberg] US Health Care Premium Spikes to Squeeze Main Street Businesses
[Bloomberg] US Companies Shed Jobs in Late October, Weekly ADP Data Show
[Bloomberg] CEOs Sound Least Worried About an Economic Slowdown Since 2007
[Bloomberg] Bessent Deflects Inflation Concerns, Sees Better Times in 2026
[Bloomberg] Japan’s 30-Year Bonds Fall as Fiscal Worries Weigh on Debt Sale
[Bloomberg] Wall Street’s Hot Trade Keeps On Booming as SRT Issuance Surges
[NYT] Low-Income Shoppers Cut Spending and Businesses Worry
[WSJ] The AI Cold War That Will Redefine Everything
[WSJ] China Hatches Plan to Keep U.S. Military From Getting Its Rare-Earth Magnets
[WSJ] Europe Is in a Gray Zone Between War and Peace
[FT] Investor angst over Big Tech’s AI spending spills into bond market
[FT] Reverse mortgages edge up as US economy squeezes older Americans
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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