Credit Bubble Bulletin
Presented by Doug Noland since 2012
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[Yahoo Finance] Trump's Fed pick comes into focus, economic data backlog clears: What to watch this week
[Yahoo/Bloomberg] Corporate-Bond Investors Party as Hangover Looms: Credit Weekly
[Politico] Thousands of carveouts and caveats are weakening Trump's emergency tariffs
[AP] Arctic air mass pushes to the U.S. South; Midwest also bracing for dangerous wind chills
[Reuters] Thailand considers blocking fuel exports to Cambodia as border conflict escalates
[Bloomberg] Rich World’s Rate-Cut Momentum Is Fading Away
[Bloomberg] Carry Trade Revival That Electrified EM Spurs Optimism for 2026
[Bloomberg] The ‘Free World’ Is at Peak Disunity
[NYT] U.S.-U.K. Trade Deal Hits Stumbling Block
[NYT] The S.E.C. Was Tough on Crypto. It Pulled Back After Trump Returned to Office.
[WSJ] The Eerie Parallels Between AI Mania and the Dot-Com Bubble
[FT] Hedge funds pile into commodities searching fresh source of returns
[Yahoo Finance] Trump's Fed pick comes into focus, economic data backlog clears: What to watch this week
[Yahoo/Bloomberg] Corporate-Bond Investors Party as Hangover Looms: Credit Weekly
[Politico] Thousands of carveouts and caveats are weakening Trump's emergency tariffs
[AP] Arctic air mass pushes to the U.S. South; Midwest also bracing for dangerous wind chills
[Reuters] Thailand considers blocking fuel exports to Cambodia as border conflict escalates
[Bloomberg] Rich World’s Rate-Cut Momentum Is Fading Away
[Bloomberg] Carry Trade Revival That Electrified EM Spurs Optimism for 2026
[Bloomberg] The ‘Free World’ Is at Peak Disunity
[NYT] U.S.-U.K. Trade Deal Hits Stumbling Block
[NYT] The S.E.C. Was Tough on Crypto. It Pulled Back After Trump Returned to Office.
[WSJ] The Eerie Parallels Between AI Mania and the Dot-Com Bubble
[FT] Hedge funds pile into commodities searching fresh source of returns
[Reuters] With Fed independence in crosshairs, will Supreme Court back Trump again?
[Yahoo/Bloomberg] Trump Names Warsh, Hassett as Top Fed Contenders, WSJ Says
[Yahoo/Reuters] JPMorgan's Dimon signals support for Kevin Warsh as Fed chair, FT reports
[Axios] OpenAI isn't too big to fail. It's bigger.
[AP] 2 killed in Russia while Ukraine’s energy infrastructure is targeted as peace talks press on
[Bloomberg] How Debt, Inflation and Politics Are Driving Up Borrowing Costs
[Bloomberg] Vanke Fails to Get Enough Bondholder Support for Extension Plan
[Bloomberg] China Warns Against Japanese Militarism at Massacre Memorial
[WSJ] Bond Markets Flash Warning About AI Bubble Risk
[WSJ] Fresh Concerns About AI Spending Are Rattling Wall Street
[WSJ] Wall Street Is Having One of Its Best Years Ever
[WSJ] Inside the Invitation-Only Stock Market for the Wealthy
[WSJ] U.S. Pours More Firepower Into the Caribbean as Trump Ramps Up Threats
[WSJ] The Highflying Hedge Fund With a Habit of Giving Investors IOUs
[FT] Jamie Dimon signals support for Kevin Warsh in Fed chair race
[FT] More than 9mn US borrowers miss student loan payments as delinquencies rise
[FT] US lawmakers question basis for allowing sale of Nvidia H200 chips to China
[FT] US has failed to stop massive Chinese cyber campaign, warns senator
[CNBC] Dow set to extend record as rotation out of tech continues: Live updates
[CNBC] 10-year Treasury yield moves higher as investors digest latest Fed moves
[Yahoo/Bloomberg] Silver Heads for Weekly Gain of About 10% in Speculative Surge
[CNBC] Fed’s Goolsbee explains vote against rate cut, says central bank should have waited
[Reuters] Obamacare health subsidy to end as US Senate rejects dueling remedies
[AP] This holiday season isn’t very merry for consumers, an AP-NORC poll finds
[Politico] Indiana GOP rejects Trump’s map in major blow to his gerrymandering push
[AP] Senate rejects extension of health care subsidies as costs are set to rise for millions of Americans
[CNBC] Oracle’s lease commitments jump by almost 150% as company builds out to meet AI demand
[Yahoo/Bloomberg] AI Is Powering Trump’s Economy, But American Voters Are Getting Worried
[Axios] Pacific Northwest faces "catastrophic" flood threats
[Axios] Trump embraces great power cooperation with China and Russia
[Yahoo/Bloomberg] China Vanke Seeks a One-Year Extension on a Second Local Bond
[Bloomberg] AI Data Center Boom Sparks Fears of Glut Amid Lending Frenzy
[Bloomberg] Takaichi Remark That Riled China Was Unscripted, Documents Show
[Bloomberg] China’s Credit Expansion Stays Muted as Demand Languishes
[Bloomberg] China’s Last ‘Too-Big-to-Fail’ Housing Giant Loses State Support
[Bloomberg] China Prepares as Much as $70 Billion in Chip Sector Incentives
[Bloomberg] Bank Failure Uncovers Weaknesses at Another Brazilian Lender
[Bloomberg] How Prediction Markets Turned the World Into a Casino
[NYT] From Chips to Security, China Is Getting Much of What It Wants From the U.S.
[NYT] Historic Shift Underway in China’s Economy as Investment Slump Deepens
[WSJ] Fed Officials Spar Over Whether Rate Cuts Risk Credibility on Inflation
[WSJ] Renaissance Explores Tweak to Trading Models After Meme-Stock Volatility
[WSJ] Trump Says Ukraine Is Losing the War. Officers on the Front Line Disagree.
[FT] Top Fed officials warn central bank must not be complacent on inflation
[FT] Inside the ‘rolling thunder’ quant crises of 2025
[FT] ‘The darkest depths of winter still lie ahead for America’s capital markets’
[FT] Tett: Is silver the new gold?
[FT] Trump orders increased scrutiny of proxy advisers ISS and Glass Lewis
[FT] Why Maga hates Europe: Trump takes the culture wars across the Atlantic
[CNBC] S&P, Nasdaq lower as Oracle results fail to stoke AI trade: Live updates
[CNBC] Oracle shares plummet over 12% in premarket, dragging down AI stocks
[Yahoo/Bloomberg] Bitcoin Dips Below $90,000 After Fed Cut Widens Stocks Split
[Yahoo/Bloomberg] Oracle Drops on Disappointing Cloud Sales, More AI Spending
[Reuters] US weekly jobless claims surge amid seasonal adjustment challenges
[Reuters] US September trade deficit lowest in more than five years as goods exports soar
[CNBC] Bessent to propose major overhaul of regulatory body created from financial crisis
[Axios] Wall Street prepares for a $3 trillion IPO gusher
[Reuters] AI bubble? Opinions divided on tech's trillion dollar question
[Yahoo/Bloomberg] US Forces Seize Sanctioned Oil Tanker Off Venezuelan Coast
[Reuters] Over 30 sanctioned ships in Venezuela at risk after US tanker seizure
[Politico] ‘He’s going to be next’: Trump threatens Colombian president
[AP] Mexico’s Congress approves tariff hikes on imports from China and others
[AP] Zelenskyy will hold urgent talks with 30 countries as Trump pushes for swift peace deal with Russia
[Reuters] US bombers join Japanese jets in show of force after China–Russia drills, Tokyo says
[Reuters] Thailand and Cambodia keep fighting across contested border ahead of expected Trump calls
[Bloomberg] ‘Silent Dissents’ Reveal Growing Fed Resistance to Powell’s Cuts
[Bloomberg] Oracle Is Having Its Own ‘Code Red’ AI Moment
[Bloomberg] Axa Warns on Data Center ‘Gambles’ as Private Credit Risks Rise
[Bloomberg] BOE Governor Sees Signs AI is Starting to Boost Economies
[Bloomberg] Manhattan Rents Hit Record High as Mamdani Won Mayoral Election
[Bloomberg] China Vows to Stabilize Property Market as Crisis Deepens
[Bloomberg] China Launches Massive Aerial Drone Carrier in Show of Prowess
[NYT] Fed Divisions Underscore Challenge for Trump’s Next Chair
[NYT] Why Oracle Is Worrying Investors About the A.I. Boom
[WSJ] Fed’s Fractured Vote Signals Trouble Ahead for Future Rate Cuts
[WSJ] Oracle Can’t Escape OpenAI’s Shadow
[WSJ] AI Hackers Are Coming Dangerously Close to Beating Humans
[WSJ] Showdown Over Healthcare Vote Is a Sign of What’s to Come
[WSJ] For Trump, the Warner Megadeal Talks Are All About CNN
[WSJ] Crumbling Peace Deals Show Limits of Trump’s Approach to Ending Wars
[WSJ] China’s AI Power Play: Cheap Electricity From World’s Biggest Grid
[WSJ] U.S. Flies Bombers in High-Profile Show of Support for Japan
[FT] Beware rushing into private credit deals, warns Canadian pension giant
[FT] How China racked up a $1tn trade surplus
[CNBC] Stocks are little changed as investors await Fed decision: Live updates
[Yahoo/Bloomberg] Global Bond Yields Hit 16-Year High on Fading Rate-Cut Bets
[Yahoo/Bloomberg] Silver Powers Past $60 as Speculators Chase Upside Momentum
[AP] Federal Reserve likely to cut rates, may signal just one more reduction next year
[Yahoo Finance] There's no guarantee the Fed's rate cuts will lower the rates that matter
[Yahoo/Bloomberg] The Great Income Squeeze Begins as Fed Spells End to Easy Yields
[CNBC] Trump to start final Fed chair interviews beginning with Kevin Warsh
[CNBC] Refinance demand for FHA loans jumps 24%, as homeowners seek the most savings they can
[Axios] Small-business owners are losing confidence
[Axios] Wall Street is hedging the AI trade in 2026
[CNBC] Trump says he ‘heard’ Biden Fed appointments were signed by autopen, tells aide to investigate
[Yahoo/Bloomberg] China’s DeepSeek Uses Banned Nvidia Chips for AI Model, Report Says
[CNBC] China consumer inflation hits near two-year high despite deeper-than-expected producer deflation
[Axios] Trump's new cold war with Europe
[Yahoo/Bloomberg] Over 500,000 Flee Thai-Cambodia Clash as Trump to Call Leaders
[NYT] Divisions to Dominate Fed’s Last 2025 Meeting, Leaving Rate Outlook Unclear
[NYT] Why Markets Are Getting Anxious About the Fed
[WSJ] Can the Next Fed Chair Assuage Both Trump and Wall Street?
[WSJ] Trump Plans Final Interviews With Fed Chair Candidates in Coming Days
[WSJ] Massive Debt-Fueled Deals Are Back on Wall Street
[WSJ] Silicon Valley Is Racing to Make Critical Minerals—and Blunt China’s Dominance
[WSJ] Global Trade Flows Show Surprising Strength Despite Strain Of Higher U.S. Tariffs
[WSJ] No Rescue for ACA Subsidies in GOP Senators’ Healthcare Plan
[WSJ] Russian and Chinese Bombers Fly Joint Patrol Close to Japan
[FT] Donald Trump’s tariffs intensify strain on US farmers, Deere warns
[FT] Christine Lagarde says ECB will probably lift growth forecasts
[FT] Biotech rally mints huge profits for hedge funds
[FT] The clash within civilisations
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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