Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] Stocks tick higher after CME halt due to data center issue: Live updates
[Reuters] Central bank body BIS warns of hedge fund leverage in government bond markets
[Reuters] Crypto hoarding company shares under pressure as risk appetite wanes
[Reuters] Hassett at the Fed helm could pressure the dollar, investors say
[Yahoo/Reuters] Banks in talks to lend $38 billion to fund sites for OpenAI, FT reports
[Axios] Trump: U.S. will stop alleged Venezuelan drug traffickers on land "very soon"
[Yahoo/Bloomberg] Trump Demands ‘Reverse Migration’ in Push for Sweeping Crackdown
[Axios] Trump orders review of green card holders from 19 countries
[Bloomberg] Authers: Your ETF Is Ruining Capitalism
[Bloomberg] Japan’s Two-Year Bond Sale Demand Weaker Than 12-Month Average
[Bloomberg] China’s Markets Rattled as Vanke Revives Property Crisis Fears
[Bloomberg] China’s Sovereign Bond Traders on Watch for Fallout From Vanke
[Bloomberg] Trump to ‘Permanently Pause’ Migration From ‘Third World’
[Bloomberg] Why Taiwan Is At the Center Of the Spat Between China and Japan
[Bloomberg] Brazil’s Wave of Corporate Meltdowns Share One Commonality
[WSJ] American Customers Are Madder Than Ever
[WSJ] Canada Economy Rebounds by More Than Expected
[WSJ] Japan Plans Extra Bond Issuance That May Fuel Fiscal Fears
[FT] The housing crisis is pushing Gen Z into crypto and economic nihilism
[FT] Indonesia resists US trade deal ‘poison pill’
[FT] Lessons from the Bank of England’s QE programme
[FT] India GDP grows faster than expected at 8.2%
[FT] Is China winning the innovation race?
[CNBC] Stocks tick higher after CME halt due to data center issue: Live updates
[Reuters] Central bank body BIS warns of hedge fund leverage in government bond markets
[Reuters] Crypto hoarding company shares under pressure as risk appetite wanes
[Reuters] Hassett at the Fed helm could pressure the dollar, investors say
[Yahoo/Reuters] Banks in talks to lend $38 billion to fund sites for OpenAI, FT reports
[Axios] Trump: U.S. will stop alleged Venezuelan drug traffickers on land "very soon"
[Yahoo/Bloomberg] Trump Demands ‘Reverse Migration’ in Push for Sweeping Crackdown
[Axios] Trump orders review of green card holders from 19 countries
[Bloomberg] Authers: Your ETF Is Ruining Capitalism
[Bloomberg] Japan’s Two-Year Bond Sale Demand Weaker Than 12-Month Average
[Bloomberg] China’s Markets Rattled as Vanke Revives Property Crisis Fears
[Bloomberg] China’s Sovereign Bond Traders on Watch for Fallout From Vanke
[Bloomberg] Trump to ‘Permanently Pause’ Migration From ‘Third World’
[Bloomberg] Why Taiwan Is At the Center Of the Spat Between China and Japan
[Bloomberg] Brazil’s Wave of Corporate Meltdowns Share One Commonality
[WSJ] American Customers Are Madder Than Ever
[WSJ] Canada Economy Rebounds by More Than Expected
[WSJ] Japan Plans Extra Bond Issuance That May Fuel Fiscal Fears
[FT] The housing crisis is pushing Gen Z into crypto and economic nihilism
[FT] Indonesia resists US trade deal ‘poison pill’
[FT] Lessons from the Bank of England’s QE programme
[FT] India GDP grows faster than expected at 8.2%
[FT] Is China winning the innovation race?
[Yahoo/Bloomberg] Global Stocks Hold Steady After Four-Day Rally: Markets Wrap
[Reuters] Stocks rise on Fed easing hopes, yen locked in intervention zone
[AP] Black Friday arrives with solid momentum despite tariffs and economic uncertainty
[Politico] Americans are buckling under medical bills. It could get worse.
[Yahoo/Bloomberg] High Coffee Prices Are Here to Stay for Longer Despite US Tariff Cuts
[Reuters] Putin says it's senseless to sign documents with 'illegitimate' Ukrainian leadership
[Reuters] Taiwan says it has discussed with US arms purchases for extra defence budget
[Yahoo/Reuters] China's tech giants move AI model training overseas to access Nvidia chips, FT reports
[Yahoo/Bloomberg] China Vanke Dollar Bonds Tumble to Record Lows as Crisis Worsens
[Yahoo/Bloomberg] China Warns of Bubble Risk in Booming Humanoid Robotics Industry
[Yahoo/Bloomberg] China Warns of Nuclear Conflict Risks After Trump Orders Testing
[Politico] Europe thinks the unthinkable: Retaliating against Russia
[Reuters] Bird flu virus could risk pandemic worse than COVID if it mutates, France's Institut Pasteur says
[Bloomberg] UK Market Declines Offer Reality Check on Post-Budget Relief
[Bloomberg] Vanke’s Loan Request Rejected by at Least Two Chinese Banks
[NYT] Irresistible Deals Put Them in Debt. Now They’re Trying to Manage Their Overspending.
[NYT] As Prices Pinch, Bessent Looks for Ways to Mollify Wary Consumers
[WSJ] Corporate Dealmaking Is Getting Bigger and Bolder Under Trump
[WSJ] Where Trump Sees Deals, Russia and China See a Chance to Disrupt U.S. Alliances
[WSJ] Vanke’s Bid to Delay Bond Payment Sparks Selloff in Chinese Developers
[WSJ] BOJ Rate Hikes Must Proceed With Caution, Board Member Says
[FT] China’s tech giants take AI model training offshore to tap Nvidia chips
[FT] Morgan Stanley thinks you should short Oracle
[FT] The US is deregulating banks. Will the rest of the world follow?
[FT] China Vanke’s bonds plunge on fears of waning state support
[CNBC] Stock futures rise after Dow notches third winning session: Live updates
[Bloomberg] Gold Rises as Fed Rate-Cut Hopes Grow and Banks Stay Bullish
[Yahoo/Bloomberg] Nvidia’s Stock Is Sinking as Doubts About Its AI Dominance Grow
[AP] Fewer Americans sought unemployment benefits last week as layoffs remain low
[Yahoo/Bloomberg] US Home-Purchase Applications Surge to Highest Since 2023
[CNBC] AI data center ‘frenzy’ is pushing up your electric bill — here’s why
[Axios] Trump admin hikes national parks prices by $170 for international tourists
[AP] UK’s Treasury chief delivers budget following unprecedented leak that outlined all her plans
[AP] China’s pressure on Japan is a familiar tactic that could last for some time
[CNBC] Taiwan’s President Lai lashes out against Beijing, pledging $40 billion in additional defense budget
[Reuters] Exclusive: US peace plan for Ukraine drew from Russian document, sources say
[Reuters] Russia says leak of Witkoff call recording is unacceptable, amounts to hybrid warfare
[Bloomberg] Looming US Power Crunch to Impair AI Abilities, Schneider Says
[Bloomberg] UK Bonds, Pound Whipsaw as Investors Unconvinced by Budget Plans
[Bloomberg] Dudley: A Smaller Fed Balance Sheet Is Bringing Its Own Problems
[Bloomberg] Lutnick, Pomp SPAC Deals Are Put to the Test by Crypto Crash
[Bloomberg] China Property Crisis Thrust Back Into Spotlight by Vanke Plunge
[Bloomberg] Japan to Issue Over $73.5 Billion in New Bonds to Fund Stimulus
[Bloomberg] Stavridis: The Underwater Cables That Carry the Internet Are in Trouble
[NYT] Is Trump’s Plan to Remake the Fed Coming Into Focus?
[WSJ] Traders Are Flooding Markets With Risky Bets. Robinhood’s CEO Is Their Cult Hero.
[WSJ] It Really Is Possible to Spend Too Much on AI
[WSJ] U.K. Treasury Chief Says Budget Measures Will Tackle Debt, Inflation
[FT] Voice trading makes a comeback in $30tn Treasury market
[FT] China is making trade impossible
[CNBC] U.S. stocks are little changed after tech rally boosts stocks: Live updates
[CNBC] Nvidia shares fall 3% on report Meta will use Google AI chips
[Yahoo/Reuters] Rising energy costs lift US producer prices in September
[CNBC] Private payroll losses accelerated in the past four weeks, ADP reports
[Yahoo/Reuters] US retail sales miss expectations in September
[CNBC] Bessent says there’s a ‘very good chance’ Trump names new Fed chair before Christmas
[Yahoo/Bloomberg] Alphabet’s AI Chips, Gemini Model Position It to Rival Nvidia
[Reuters] How a US home insurance fix is becoming a problem
[Axios] U.S. meets Russia in UAE after "understanding" reached with Ukraine
[Yahoo/Bloomberg] Xi Puts Biggest US-China Flashpoint Back on Agenda in Trump Call
[Yahoo/Bloomberg] Trump Moves to Preserve Xi Truce While Reassuring Ally Japan
[AP] Russian attacks kill at least 7 in Ukraine as talks on peace plan continue
[Bloomberg] Private Credit’s Sketchy Marks Get Warning Shot From Wall Street’s Top Cop
[Bloomberg] Private Debt Defaults Set to Climb as Middle-Market Firms Wobble
[Bloomberg] US Homesellers Pull Stale Listings Off Market as Interest Fades
[Bloomberg] Chinese Developer Vanke’s Bonds Plunge as Debt Concerns Grow
[Bloomberg] Russia Bombards Kyiv Hours After Trump Voices Hope for Ukraine Deal
[Bloomberg] Japan Slams China Letter to UN as ‘Erroneous’ in Its Own Missive
[NYT] $10 Billion and Counting: Trump Administration Snaps Up Stakes in Private Firms
[NYT] Britain’s Most Unpopular Chancellor in Decades Faces Another Big Test
[NYT] China and Japan, With Trump in the Middle, Stoke an Existential Showdown
[WSJ] Fed Chair Powell’s Allies Provide Opening for December Rate Cut
[WSJ] Speaker Johnson Warns White House GOP Is Wary of Trump’s Healthcare Push
[WSJ] When Home Sellers Set Prices Too High, They’re Paying for It
[WSJ] ‘Sovereign AI’ Takes Off as Countries Seek to Avoid Overdependence on Superpowers
[WSJ] China’s Xi Calls Trump in Unusual Move to Discuss Taiwan, Ukraine
[WSJ] How the U.S. Drafted a Russia-Friendly Peace Plan for Ukraine
[FT] ‘Scraping for crumbs’: Americans squeezed by affordability crisis
[FT] Russia signals it could reject modified US peace plan for Ukraine
[FT] Britain’s Budget woes illustrate the threat to Europe’s social contract
[FT] Currency traders bet against sterling ahead of Budget
[CNBC] S&P 500 rises as market attempts rebound on holiday-shortened week: Live updates
[Yahoo/Bloomberg] Big Tech’s AI Debt Wave Is Threatening to Swamp Credit Markets
[Reuters] Record US Black Friday crowds to find fewer bargains amid high prices
[Yahoo/Reuters] Fed's Waller: December cut is appropriate, but action in January more uncertain given coming data
[Axios] Big-name AI founders could hit a wall
[Yahoo/Bloomberg] Bessent Says Health-Care Announcement Coming This Week
[Axios] U.S., Ukraine say they made "meaningful progress" on Trump's peace plan
[Axios] How Trump's 28-point plan for Ukraine shocked the world
[Axios] Airlines cancel flights to Venezuela after FAA warning on military activity
[Bloomberg] Blue Owl Is the Sum of All Investor Fears
[Bloomberg] Amazon Data Center Tally Tops 900 Amid AI Frenzy, Documents Show
[Bloomberg] SPAC Stocks Are Back in Risky Financial ‘Turducken’
[Bloomberg] Why China Can’t Sort Out Its Property Market Mess
[Bloomberg] China Uses Japan Spat to Pressure World to Pick Sides on Taiwan
[NYT] Why Crypto’s Slide Is Rattling Wall Street
[NYT] Why Europe and the U.S. Are Still Haggling on Trade
[NYT] Trade Chaos Causes Businesses to Rethink Their Relationship With the U.S.
[WSJ] AI Meets Aggressive Accounting at Meta’s Gigantic New Data Center
[WSJ] How the U.S. Economy Became Hooked on AI Spending
[WSJ] White House Hails Progress on Ukraine Talks, But Zelensky Is Cautious
[WSJ] Japan’s New Leader Infuriated Beijing. She Isn’t Backing Down.
[FT] What big bond investors want from the UK Budget
[FT] Global fund groups to reach $200tn in assets by 2030, PwC says
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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