Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] S&P 500 declines as investors take profit on tech stocks into final stretch of 2025: Live updates
[Reuters] The tenuous peace between Trump and the $30 trillion US bond market
[Axios] Powerful winter storm disrupts U.S. holiday season travel
[Axios] Charting the chaos: These stories captured America's attention in 2025
[CNBC] From data center spas to servers in space: How the energy crunch is reshaping cloud computing
[Reuters] Trump-Zelenskiy talks yield no progress on Ukraine-Russia territorial issues
[Yahoo/Bloomberg] Zelenskiy Asked Trump for 50-Year Security Guarantee for Ukraine
[Reuters] China stages record drills designed to encircle Taiwan
[Axios] "Stern warning": China's military holds live drills around Taiwan
[Yahoo/Bloomberg] Xi’s Triumphant Year Staring Down Trump Belies Troubles in China
[Bloomberg] Trump Claims US Strike on ‘Big Facility’ Inside Venezuela
[Bloomberg] Publicly Traded Private-Credit Funds Set for Worst Year Since 2020
[Bloomberg] ‘It’s Revenge of the Banks’ as Private Creditors Lose Their Edge
[Bloomberg] Why Silver Price Has Been Surging Even More Than Gold
[Bloomberg] The 11 Big Trades of 2025: Bubbles, Cockroaches and a 367% Jump
[Bloomberg] Last Bastion for Cheap Beef Fades in Latest Affordability Threat
[Bloomberg] Every Wall Street Analyst Now Predicts a Stock Rally in 2026
[Bloomberg] The Dollar’s Exorbitant Privilege Is on Borrowed Time
[Bloomberg] BOJ Summary Signals Real Rates Still Low, Pointing to More Hikes
[NYT] How Kevin Hassett Became a Trump Loyalist and Fed Chair Contender
[WSJ] How Investors Are Preparing for a New Fed
[WSJ] Be Prepared to Keep Paying More for Electricity
[WSJ] Bank of Japan’s Meeting Summary Points to Further Rate Increases
[WSJ] Chinese Military Drills Send ‘Stern Warning’ After U.S. Arms Sales to Taiwan
[FT] AI start-ups amass record $150bn funding cushion as bubble fears mount
[FT] Donald Trump and Volodymyr Zelenskyy talks fail to deliver breakthrough on Ukraine peace deal
[FT] China signals tolerance for stronger renminbi
[FT] China launches military drills around Taiwan
[CNBC] S&P 500 declines as investors take profit on tech stocks into final stretch of 2025: Live updates
[Reuters] The tenuous peace between Trump and the $30 trillion US bond market
[Axios] Powerful winter storm disrupts U.S. holiday season travel
[Axios] Charting the chaos: These stories captured America's attention in 2025
[CNBC] From data center spas to servers in space: How the energy crunch is reshaping cloud computing
[Reuters] Trump-Zelenskiy talks yield no progress on Ukraine-Russia territorial issues
[Yahoo/Bloomberg] Zelenskiy Asked Trump for 50-Year Security Guarantee for Ukraine
[Reuters] China stages record drills designed to encircle Taiwan
[Axios] "Stern warning": China's military holds live drills around Taiwan
[Yahoo/Bloomberg] Xi’s Triumphant Year Staring Down Trump Belies Troubles in China
[Bloomberg] Trump Claims US Strike on ‘Big Facility’ Inside Venezuela
[Bloomberg] Publicly Traded Private-Credit Funds Set for Worst Year Since 2020
[Bloomberg] ‘It’s Revenge of the Banks’ as Private Creditors Lose Their Edge
[Bloomberg] Why Silver Price Has Been Surging Even More Than Gold
[Bloomberg] The 11 Big Trades of 2025: Bubbles, Cockroaches and a 367% Jump
[Bloomberg] Last Bastion for Cheap Beef Fades in Latest Affordability Threat
[Bloomberg] Every Wall Street Analyst Now Predicts a Stock Rally in 2026
[Bloomberg] The Dollar’s Exorbitant Privilege Is on Borrowed Time
[Bloomberg] BOJ Summary Signals Real Rates Still Low, Pointing to More Hikes
[NYT] How Kevin Hassett Became a Trump Loyalist and Fed Chair Contender
[WSJ] How Investors Are Preparing for a New Fed
[WSJ] Be Prepared to Keep Paying More for Electricity
[WSJ] Bank of Japan’s Meeting Summary Points to Further Rate Increases
[WSJ] Chinese Military Drills Send ‘Stern Warning’ After U.S. Arms Sales to Taiwan
[FT] AI start-ups amass record $150bn funding cushion as bubble fears mount
[FT] Donald Trump and Volodymyr Zelenskyy talks fail to deliver breakthrough on Ukraine peace deal
[FT] China signals tolerance for stronger renminbi
[FT] China launches military drills around Taiwan
[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
Q4 Review - 2023 Preview
Thursday, January 19, 2023 – 4:00pm Eastern / 2:00pm Mountain
David McAlvany
Doug Noland
Credit Bubble Weekly
Sign up for Market News.
Stay connected to market trends with personalized weekly insights — custom to you!
This is a secure 256-Bit SSL encrypted form.