Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] Stocks fall slightly after much stronger-than-expected GDP report: Live updatesates
[Yahoo/Bloomberg] Copper Hits $12,000 for First Time as Tariff Trade Upends Market
[CNBC] U.S. economy grows by 4.3% in third quarter, much more than expected, delayed report shows
[AP] Cautious shoppers step up spending to start holiday season
[AP] France races to avoid US-style government shutdown after budget talks collapse
[Bloomberg] AI Funding to Drive Record Year for Top-Rated Company Bond Sales
[Bloomberg] Trump's Reordering of US Capital
[Bloomberg] Portugal Home Prices Surge 18%, Biggest Jump Since Records Began
[Bloomberg] China Vanke Cut to Selective Default by S&P After Bond Reprieve
[NYT] Once Wall Street’s High Flyer, Private Equity Loses Its Luster
[NYT] China Delays Plans for Mass Production of Self-Driving Cars After Accident
[WSJ] U.S. Economy Posts Robust Growth in Third Quarter
[WSJ] The AI Boom Is Making Real-Estate Investors Rich—and Exposing Them to Risk
[WSJ] Trump Appointment of Greenland Envoy Draws Angry Response From Denmark
[WSJ] China’s Sprint for Tech Dominance Can’t Hide an Economy Full of Holes
[FT] AI debt boom pushes US corporate bond sales close to record
[FT] Private credit firms pile into consumer debt as risk-taking mounts
[FT] America’s risky bet on hydrocarbons might hurt it in the AI race
[FT] ‘We have to have’ Greenland, says Donald Trump
[FT] Panama Canal ports deal at risk after China’s Cosco demands majority stake
[CNBC] Stocks fall slightly after much stronger-than-expected GDP report: Live updatesates
[Yahoo/Bloomberg] Copper Hits $12,000 for First Time as Tariff Trade Upends Market
[CNBC] U.S. economy grows by 4.3% in third quarter, much more than expected, delayed report shows
[AP] Cautious shoppers step up spending to start holiday season
[AP] France races to avoid US-style government shutdown after budget talks collapse
[Bloomberg] AI Funding to Drive Record Year for Top-Rated Company Bond Sales
[Bloomberg] Trump's Reordering of US Capital
[Bloomberg] Portugal Home Prices Surge 18%, Biggest Jump Since Records Began
[Bloomberg] China Vanke Cut to Selective Default by S&P After Bond Reprieve
[NYT] Once Wall Street’s High Flyer, Private Equity Loses Its Luster
[NYT] China Delays Plans for Mass Production of Self-Driving Cars After Accident
[WSJ] U.S. Economy Posts Robust Growth in Third Quarter
[WSJ] The AI Boom Is Making Real-Estate Investors Rich—and Exposing Them to Risk
[WSJ] Trump Appointment of Greenland Envoy Draws Angry Response From Denmark
[WSJ] China’s Sprint for Tech Dominance Can’t Hide an Economy Full of Holes
[FT] AI debt boom pushes US corporate bond sales close to record
[FT] Private credit firms pile into consumer debt as risk-taking mounts
[FT] America’s risky bet on hydrocarbons might hurt it in the AI race
[FT] ‘We have to have’ Greenland, says Donald Trump
[FT] Panama Canal ports deal at risk after China’s Cosco demands majority stake
[CNBC] Stocks rise as traders look ahead to holiday-shortened week: Live updates
[Yahoo/Bloomberg] Tech Stocks Rally as Gold, Copper Hit Records: Markets Wrap
[Yahoo/Bloomberg] Gold and Silver Hit All-Time Highs as Geopolitical Tensions Rise
[Yahoo/Bloomberg] Netflix Refinances Part of $59 Billion Loan for Warner Bros.
[Yahoo/Bloomberg] Yen wallows near record lows on cautious BOJ stance despite intervention warnings
[Yahoo/Bloomberg] Hassett says Supreme Court risks creating tariff refund problem
[Reuters] Debt boom signals yuan's arrival as a funding currency
[Yahoo/Bloomberg] China Says US Violating Law by Seizing Oil Tankers Off Venezuela
[Politico] No breakthrough after Ukraine talks in Miami
[Bloomberg] Vanke Averts Default as Bondholders Approve Longer Grace Period
[Bloomberg] Gold Rises to Record High on Rate-Cut Bets and Venezuela Tension
[Bloomberg] Japanese Bonds Extend Fall as Weak Yen Spurs Rate Hike Bets
[Bloomberg] Japan Has ‘Free Hand’ for Bold Action in FX Market If Needed
[Bloomberg] AI Data Center Gold Rush Driven by Thousands of Newcomers
[Bloomberg] Retail Money Is Pouring Into Private Markets. What Could Go Wrong?
[NYT] The Economy Survived 2025, but Many Americans Are Reeling
[WSJ] Gold Rockets to Record High on U.S. Rate-Cut Hopes, Haven Demand
[WSJ] Trump Appointment of Greenland Envoy Draws Angry Response From Denmark
[WSJ] China Vanke’s Brewing Crisis Suggests Limited Property Easing to Come
[FT] Japan official warns on yen’s ‘sudden’ weakness
[FT] JPMorgan questioned Tricolor’s accounting a year before its collapse
[FT] Trump’s new special envoy says Greenland should be part of US
[CNBC/Reuters] Fed’s Hammack says there’s no need to change interest rates for months, WSJ reports
[Yahoo/Bloomberg] AI Boom Brings Flood of Debt to Ultrasafe Market: Credit Weekly
[Yahoo Finance] How Oracle became a ‘poster child’ for AI bubble fears
[AP] Power restored to most in San Francisco after massive outage
[AP] These are Americans’ biggest priorities for the government in 2026, according to a new AP-NORC poll
[Reuters] US intercepts another vessel near Venezuela, officials say
[Reuters] US intelligence indicates Putin's war aims in Ukraine are unchanged
[Bloomberg] US Is Said to Board Third Tanker Off Venezuela as Tensions Mount
[Bloomberg] The Stock Market’s Wild 2025 Roller-Coaster Ride in Six Charts
[NYT] From A.I. to Tariffs, 14 Charts That Explain 2025
[WSJ] Fed’s Hammack Is Inflation-Wary and Prefers Holding Rates Steady Into the Spring
[WSJ] The Fight Over the Next Fed Chair Is Spilling Out Across D.C. and Wall Street
[WSJ] The Private-Credit Party Turns Ugly for Individual Investors
[FT] Market upheavals drive biggest gains since 2008 for macro hedge funds
[WSJ] Mortgage Rates Are Falling but Owners Still Won’t Sell
[Reuters] US existing home sales edge up in November as mortgage rates ease
[Reuters] Brazil's Lula warns US intervention in Venezuela could be catastrophic
[AP] Russian strike on Odesa kills 8 as US hosts a Kremlin envoy for talks on peace plan
[Bloomberg] Trump-Fueled Crypto Boom Fizzles in Brutal Year for Retail Traders
[Bloomberg] Charting the Global Economy: ECB, UK, BOJ Diverge on Rate Moves
[Bloomberg] Rubio Says US Can Support Japan While Working With China
[NYT] From A.I. to Tariffs, 14 Charts That Explain 2025
[WSJ] Strikes on Islamic State Pound a Foe the U.S. Once Thought Defeated
[FT] Chart of the Week: America’s current account woes
[FT] Australia’s biggest pension fund to cut global stocks allocation on AI concerns
[CNBC] S&P 500 is little changed after index ends four-day losing run: Live updates
[Yahoo/Bloomberg] Yen Weakens Despite BOJ Hiking Rate to Highest Level Since 1995
[Yahoo/Bloomberg] Oil Heads for Second Weekly Decline as Glut Concerns Dominate
[CNBC] NY Fed President Williams says some ‘technical factors’ distorted November’s CPI reading downward
[CNBC] Trust these numbers? Economists see a lot of flaws in delayed CPI report showing downward inflation
[CNN] The big wrinkle in the multitrillion-dollar AI buildout
[Yahoo/Reuters] Pulte and other Trump loyalists at mortgage regulator clash with Fannie and Freddie staffers
[CNBC] Bank of Japan raises benchmark rates to highest in 30 years, lifting 10-year JGB yield past 2%
[Yahoo/Reuters] Big central banks signal rate-cut cycle is ending
[AP] Trump’s blockade of sanctioned Venezuelan oil raises new questions about legality
[AP] Putin tells his annual news conference that the Kremlin’s military goals will be achieved in Ukraine
[Bloomberg] Bank of Japan Hikes Benchmark Rate to Highest Level Since 1995
[Bloomberg] Citadel Heads for Lowest Gain Since 2018 as Gas Profits Fall
[Bloomberg] France Is in Danger if 2026 Deficit Not Contained, Villeroy Says
[Bloomberg] NATO Lacks Resilience to Fight a Long War, Naval Chief Warns
[Bloomberg] Ukraine Hits Shadow Fleet Tanker in Mediterranean for First Time
[Bloomberg] China Points to Risk of Clash With US After Taiwan Arms Package
[NYT] ‘A Singularly Turbulent Time’: Deeper Uncertainty in Store for Global Economy
[NYT] Japan Raises Interest Rates to Highest Level in 30 Years
[WSJ] Congress Punts Fight Over ACA Subsidies Into January, Leaving Consumers in Limbo
[FT] Japan raises interest rates to highest level in 30 years
[FT] Inflation risk is still under-appreciated by investors
[FT] ECB warns banks against excessive use of risk-transfer deals
[FT] France will not agree budget by year-end, says prime minister
[FT] Putin claims Ukraine is ‘on the retreat’
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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