Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[Yahoo/Bloomberg] US Says China Talks ‘Very Constructive’ as Trump Jets to Asia
[Yahoo/Reuters] US, China seek to avoid trade war escalation, salvage Trump-Xi meeting in Malaysia talks
[Yahoo/Bloomberg] Trump to Sign Mineral Deals in Asia to Raise Pressure on Xi
[Yahoo/Bloomberg] Trump Sanctions Look to Tighten the Screw on Russia’s Oil Income
[Yahoo/Bloomberg] Canada Set to Renew Trade Talks When US ‘Ready,’ Carney Says
[Reuters] Scope downgrades US credit rating on public finance, governance deterioration; revises outlook to 'stable'
[Reuters] A ghost in the Oval Office: How Reagan looms over Trump presidency
[Politico] Von der Leyen touts new plan to break China ties on critical materials
[Bloomberg] US, China May Find Only ‘Tactical Floor,’ Ex-Trade Official Says
[WSJ] As Putin Digs In, a Long—and Different—War With Ukraine Looms
[FT] US and China kick off trade talks ahead of high-stakes Trump-Xi summit
[FT] ‘Where the hell is the market risk?’ Scott Bessent takes on his critics
[FT] ‘We’re going to kill them’: doubts grow over legality of US strikes in Caribbean
[Yahoo/Bloomberg] US Says China Talks ‘Very Constructive’ as Trump Jets to Asia
[Yahoo/Reuters] US, China seek to avoid trade war escalation, salvage Trump-Xi meeting in Malaysia talks
[Yahoo/Bloomberg] Trump to Sign Mineral Deals in Asia to Raise Pressure on Xi
[Yahoo/Bloomberg] Trump Sanctions Look to Tighten the Screw on Russia’s Oil Income
[Yahoo/Bloomberg] Canada Set to Renew Trade Talks When US ‘Ready,’ Carney Says
[Reuters] Scope downgrades US credit rating on public finance, governance deterioration; revises outlook to 'stable'
[Reuters] A ghost in the Oval Office: How Reagan looms over Trump presidency
[Politico] Von der Leyen touts new plan to break China ties on critical materials
[Bloomberg] US, China May Find Only ‘Tactical Floor,’ Ex-Trade Official Says
[WSJ] As Putin Digs In, a Long—and Different—War With Ukraine Looms
[FT] US and China kick off trade talks ahead of high-stakes Trump-Xi summit
[FT] ‘Where the hell is the market risk?’ Scott Bessent takes on his critics
[FT] ‘We’re going to kill them’: doubts grow over legality of US strikes in Caribbean
[CNBC] Stocks jump as light inflation report paves way for Fed rate cut: Live updates
[CNBC] Inflation rate hit 3.0% in September, lower than expected, long-awaited CPI report shows
[AP] Trump says he’s ending trade talks with Canada over TV ads
[Yahoo/Bloomberg] Fed’s Portfolio Unwind Gains Urgency as Markets Flash Warnings
[Yahoo/Reuters] Trump says all trade talks with Canada are terminated
[Yahoo/Bloomberg] China’s Pharma Leverage Is ‘Nuclear Option’ in US Trade Talks
[Yahoo/Bloomberg] Trump Administration Moves to Accelerate AI Power Hookups
[AP] Social Security recipients get a 2.8% cost-of-living boost in 2026, average of $56 per month
[Axios] Behind the Curtain: The ever-growing AI inequality gap
[Yahoo/Reuters] Global equity fund inflows surge as US-China trade tensions ease
[Yahoo/Bloomberg] Macron Tells EU to Weigh Using Strongest Trade Tool on China
[Yahoo/Reuters] Putin defiant after Trump sanctions Russian oil companies over Ukraine
[AP] Ukraine’s Zelenskyy seeks more European help against Russia on London trip
[Politico] Hungary’s Orbán vows to ‘circumvent’ US sanctions on Russian oil titans
[Bloomberg] Trump Seeks Elusive Trade Deal With Xi in High-Stakes Meeting
[Bloomberg] Korea, US Still ‘Sharply’ Split Over Cash in $350 Billion Pledge
[Bloomberg] Record $38 Billion Debt Sale Nears for Oracle-Tied Data Centers
[Bloomberg] AI Data Center Boom Threatens Trump’s Manufacturing Revival
[Bloomberg] Jane Street-Led Bank Rivals to Take 30% Trading Share, BCG Says
[Bloomberg] Euro-Zone Business Activity Unexpectedly Hits Highest Since 2024
[Bloomberg] German Business Activity Unexpectedly Surges the Most Since 2023
[Bloomberg] Japan’s Inflation Picks Up, Highlighting Challenges for PM
[NYT] Companies Have Shielded Buyers From Tariffs. But Not for Long.
[WSJ] Trump Says He Is Terminating Trade Negotiations With Canada
[WSJ] China’s New Strategy for Trump: Punch Hard, Concede Little
[WSJ] Why Trump Reached a Breaking Point With Putin
[WSJ] BOJ Policy Should Align With Government Policy, Japan’s Finance Minister Says
[WSJ] Has Argentina Really Changed? Soon, We Will Find Out
[FT] Tett: America’s risky bid to make Argentina great again
[FT] Blackstone-backed theme park giant under pressure after debt sell-off
[FT] Steakhouses chop portions and raise prices as cost of beef surges
[FT] Overseas renminbi lending surges as China steps up campaign to de-dollarise
[FT] Japan’s Sanae Takaichi steps up defence spending ahead of visit by Donald Trump
[CNBC] Stocks edge lower as investors digest earnings, trade news: Live updates
[Yahoo/Bloomberg] Oil Jumps as Trump Steps Up Pressure on Russia With Sanctions
[AP] US hits $38 trillion in debt, after the fastest accumulation of $1 trillion outside of the pandemic
[AP] EU joins US in heaping more sanctions on Russia to push Putin into Ukraine peace talks
[Axios] Trump: "We had to take down the existing" White House East Wing structure
[Yahoo/Reuters] Trump administration in talks to take stakes in quantum-computing firms, WSJ reports
[Axios] Behind the Curtain: America's energy jam
[CNBC] Most potential homebuyers expect mortgage rates to drop. That’s why they’re waiting
[AP] What Americans think about the environmental impact of AI, according to a new poll
[Yahoo/WSJ] China Gears Up for More Tech Confrontation With U.S.
[Yahoo/Reuters] China's new five-year plan sharpens industry, tech focus as US tensions mount
[Politico] 11 things to watch at the EU leaders’ summit
[Bloomberg] Hedge Fund Assets Hit $5 Trillion With Most Inflows Since Before Financial Crisis
[Bloomberg] Why So Many People Signed Up for Social Security This Year
[Bloomberg] Russian Oil Supply to India Set to Fall to Near Zero: Sources
[Bloomberg] Wall Street Bonuses Poised for Record as Bank Profits Surge
[Bloomberg] What Japan’s ‘Iron Lady’ Means for Investors
[Bloomberg] What Scott Bessent Doesn't Get About Argentina
[Bloomberg] A $41 Billion Debt Binge Turns Mexico Into No. 1 EM Borrower
[Bloomberg] SPACs Are Back, and MAGA Is Fueling Their Growth
[Bloomberg] Coffee Prices Top Record as Trade and Supply Concerns Mount
[Bloomberg] China Military Purge Targets Group Who Undermined Xi’s Authority
[NYT] Pentagon Announces ‘Next Generation’ Press Corps
[NYT] China’s Consumers Are in a Years-Long Funk. Will Anything Get Them to Spend?
[WSJ] The Five Funding Cliffs Approaching as Shutdown Pain Builds
[WSJ] Popular Leveraged Funds Shock Investors With Huge Losses
[WSJ] Trump Administration in Talks to Take Equity Stakes in Quantum-Computing Firms
[WSJ] Trump’s Oil Sanctions Strike at Russia’s Economic Lifeline
[WSJ] Islamic State Rises Again in Syria, Filling a Void Left by U.S.
[FT] Blackstone says era of bumper private-credit returns has ended
[FT] China’s leadership vows to step up push for ‘self-reliance’ in tech
[FT] Milei’s make-or-break moment
[CNBC] Stocks are little changed after record session for Dow; Netflix slides on earnings miss: Live updates
[Reuters] Gold prices slide as dollar firms, investors book profits
[Reuters] Oil rises about 2% on trade talk optimism
[Reuters] US banks' surge in loans to private creditors may pose risks, Moody's says
[Yahoo/Bloomberg] Waller, a Top Fed Chair Contender, Backs Rate Cuts Without Bowing to Trump
[Reuters] South Korean negotiators visit US to resolve sticking points in trade talks
[AP] Money-losing companies with colorful histories have pivoted to crypto
[Axios] OpenAI's metamorphosis from chat app to tech giant
[AP] Japan’s exports and imports grow in September despite Trump’s tariffs
[AP] A major Russian drone and missile attack on Ukraine kills at least 6 people, officials say
[Axios] Putin's war is "not just about Ukraine," says Estonian ambassador
[Reuters] Russia holds nuclear drills after delay to Putin-Trump summit
[Bloomberg] Subprime Lender PrimaLend Enters Bankruptcy After Bond Default
[Bloomberg] US Government Shutdown Is Now Second Longest in History
[Bloomberg] Dudley: The Fed Might Be More Dovish Than Powell Thinks
[Bloomberg] Apollo Says AI Energy Gap ‘Will Not Be Closed in Our Lifetime’
[Bloomberg] Japan’s Takaichi Orders Economic Package to Tackle Inflation
[Bloomberg] EU Prepares Trade Options to Counter China Rare Earth Curbs
[NYT] Workers and Employers Face Higher Health Insurance Costs
[NYT] World Falling Short on Methane Pledge, U.N. Report Finds
[WSJ] The Average Cost of a Family Health Insurance Plan Is Now $27,000
[WSJ] The U.S. Is Trying to Drive a Wedge Between Argentina and China
[WSJ] Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble?
[FT] The grossly underestimated hedge fund bid for Treasuries
[FT] Bubble-talk is breaking out everywhere
[FT] Why has US jobs growth been so anaemic?
[FT] The fallout from the AI-fuelled dash for gas
[CNBC] Stock little changed after major U.S. indexes rally to start the week: Live updates
[AP] Trump vows to reach a ‘fantastic deal’ with China after future meeting with Xi
[AP] Trump is going to Asia — what happens next is anyone’s guess
[Axios] AWS outage spotlights the global economy's fragile foundations
[AP] Most Americans are concerned about higher health care costs next year, an AP-NORC poll finds
[Yahoo/Reuters] US banks hunting for collateral to back $20 billion Argentina bailout, WSJ reports
[Yahoo/WSJ] Data-Center Power Use to Become Major Antitrust Issue
[Reuters] Fall in China's exports of rare earth magnets stokes supply chain fears
[Reuters] Concerned carmakers race to beat China's rare earths deadline
[Yahoo/Reuters] Trump administration weighing Fannie, Freddie offering as soon as end-2025, FHFA director says
[AP] US and Australia sign critical-minerals agreement as a way to counter China
[Yahoo/Reuters] Japan's next finance minister could unsettle yen bears
[Reuters] Europeans say Ukraine battle lines must be start point for talks, as Trump-Putin summit plans hit snags
[Politico] Ukraine’s allies rush to bolster Zelenskyy amid fears over Trump-Putin deal
[Bloomberg] Why Rare Earths Are China’s Trump Card in Trade War
[Bloomberg] BlackRock Says Insurers Expect to Keep Ramping Up Private Bets
[Bloomberg] AI Boom Transforms Utilities From Haven to Soaring Growth Stocks
[Bloomberg] UK Borrowing Overshoots by £7.2 Billion Before Key Budget
[Bloomberg] What Takaichi’s Historic Win as Prime Minister Means for Japan
[Bloomberg] Japan Shifts to the Right Under ‘Iron Lady’ Admirer Takaichi
[NYT] Shutdown With No Clear End Poses New Economic Threat
[NYT] Lower-Income Americans Are Missing Car Payments
[NYT] China Has Another Lever to Pull in Showdown With Trump: Factory Lines
[WSJ] Russia and Ukraine Are No Closer to Cease-Fire After Trump’s Pressure on Zelensky
[FT] BoE governor warns ‘alarm bells’ ringing over private credit market
[FT] Ukraine and allies call for peace deal based on current front lines
[FT] Trump-Putin summit in Budapest unsettles Europe
[FT] Silver’s history points to why it is back in record territory
[FT] Brazil’s corporate bond market rocked by credit concerns
[FT] Putin’s mesmeric sway on Trump
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.
