Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[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] 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
[Reuters] Wall St Week Ahead Black Friday puts focus on consumer spending for rocky markets
[CNBC] ‘Stakes are high.’ With shutdown over, airlines predict record numbers of travelers this Thanksgiving
[Yahoo/Bloomberg] US Retail Sales Are Proving Resilient While Risks Mount
[Yahoo/Bloomberg] Private equity firms flood junk debt market to pay themselves
[Reuters] Exclusive: DOGE 'doesn't exist' with eight months left on its charter
[AP] Ukraine and Western allies meet to discuss a US peace plan that has sparked alarm in Kyiv and Europe
[Yahoo/Bloomberg] Carney Says World Can Move on Without US, Stresses New Ties
[Reuters] China says Japan sent 'shocking' wrong signal on Taiwan
[Axios] Fractious UN climate talks end with no direct push on fossil fuels in deal
[Bloomberg] Nvidia Didn’t Save the Market. What’s Next for the AI Trade?
[Bloomberg] Secret US-Russia Talks Led to Peace Plan That Blindsided Ukraine
[Bloomberg] Japan to Deploy Missiles to Island Near Taiwan, Minister Says
[WSJ] Wall Street Goes on a Wild Ride: ‘No One Was Expecting This’
[WSJ] Everyone Is Talking About the ‘Affordability Crisis.’ It Can’t Be Solved.
[WSJ] Trump Calls Obamacare Insurers Fat and Rich. Investors See Them as Vulnerable.
[WSJ] Americans Are on a Year-End Shopping Spree
[WSJ] Trump Says Ukraine Peace Plan Isn’t Final After Criticism It Favors Russia
[Ft] Lawmakers say US secretary of state rowed back on Ukraine peace plan
[FT] Russia exploits western polarisation to ‘split us up’, warns top general
[Axios] Congress returned after seven weeks and everything blew up
[Yahoo/Bloomberg] Trump White House prepares tariff fallback ahead of court ruling
[AP] Ukraine’s allies push back on a US peace plan seen as favoring Moscow
[Politico] Ukraine’s allies rush to counter Trump’s ‘non-starter’ peace plan
[AP] IPO market’s red-hot year has been cooled by the shutdown and more caution among investors
[Yahoo/Bloomberg] Macron, Who Called NATO Brain Dead, Warns of End to G-20
[Yahoo/Reuters] Fed's Collins: Monetary policy currently in right place, hesitant about cutting rates
[Bloomberg] Fannie, Freddie Shares Mimic Meme-Stock Mania With Wild Swings
[Bloomberg] Japan’s Takaichi Faces Market Tests From Yen to Stocks and Bonds
[Bloomberg] Five Charts Show Pressure Ramping Up on Japan’s Bonds and Yen
[Bloomberg] ECB’s Lagarde Says Monetary Policy Can’t Solve Debt Problems
[NYT] The A.I. Boom Is Driving the Economy. What Happens if It Falters?
[WSJ] Fed Divisions Show Powell Isn’t the Biggest Hurdle to a Rate Cut
[WSJ] Investors Clamor for a Peek Behind the Private Markets Curtain
[WSJ] A Wild Week in Markets Leaves Wall Street Bracing for More
[WSJ] Boston Fed President Susan Collins Sees No ‘Urgency’ for December Rate Cut
[WSJ] Latest Push for Peace Is Zelensky’s Toughest Moment Since Start of War
[FT] Kyiv’s allies insist more work is needed on US-Russian peace plan
[FT] The warning signal from bitcoin’s fall
[FT] China’s risky challenge to Japan — and the US
[CNBC] Stocks rebound after Fed’s Williams revives December rate cut hopes: Live updates
[AP] Asian stocks track Wall Street’s drop, erasing previous day’s gains
[Yahoo/Bloomberg] Wildest Trading Day Since Tariff Shock to Test Dip Buyers’ Nerve
[Yahoo/Bloomberg] Big Tech’s Debt Binge Raises Risk in Race to Create an AI World
[CNBC] New York Fed President Williams sees room for ‘further adjustment’ to rates
[Yahoo/Fortune] Private credit deals see a rise in ‘Bad PIKs’ showing ‘cracks’ in the market for corporate debt
[CNBC] Japan announces $135 billion stimulus package, NHK reports, as Takaichi seeks to boost economy
[Yahoo/Reuters] Japan exports rise in October as slump in U.S. sales eases
[Yahoo/Bloomberg] Ukraine, European Allies Reject Key Parts of US-Russia Plan
[Axios] Trump's full 28-point Ukraine-Russia peace plan
[AP] European leaders assure Ukraine of their support after US peace plan leaves them sidelined
[Bloomberg] Why So Much Is Riding on the Data Center Boom
[Bloomberg] US Inflation-Adjusted Earnings Growth Stalls as Job Market Cools
[Bloomberg] Key Takeaways From Bloomberg’s Look at Private Equity-Backed Life Insurers
[Bloomberg] Japan’s Takaichi Rejects China Demand to Retract Taiwan Remarks
[NYT] Anxiety Over A.I. Spending Returns to Global Markets
[NYT] Three Potential Factors Behind the Market Turmoil
[NYT] The A.I. Boom Has Found Another Gear. Why Can’t People Shake Their Worries?
[WSJ] Nvidia’s Best Wasn’t Enough to Prop Up a Wobbly Stock Market
[WSJ] The Middle Class Is Buckling Under Almost Five Years of Persistent Inflation
[WSJ] The Race to Refinance Makes Mortgages More Expensive for Everyone Else
[WSJ] Japan Approves $135 Billion Stimulus Shot to Help Households, Economy
[WSJ] Trump Peace Plan Demands Major Concessions From Ukraine
[FT] Tett: Behind the AI bubble, another tech revolution could be brewing
[FT] Europe races to respond to US-Russian Ukraine peace plan
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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