Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[Yahoo/Bloomberg] US Bank Deposits and Lending Both Dropped Last Week Amid Turmoil
[Reuters] Hedge funds retrench after getting pummeled during wild March
[Reuters] Wall St Week Ahead Resilient U.S. stocks failing to factor in recession, investors fear
[Yahoo/Bloomberg] Veteran Money Managers Bail on Stock Rally With Fed Hawks Flying
[Yahoo/Bloomberg] Soaring Auto Loan Rates Are the Latest Roadblock for Car Sales
[Reuters] U.S. Social Security fund seen depleted 2033, year earlier than previous estimate
[Reuters] ECB's De Guindos warns of broad risks in financial sector
[Reuters] Italian minister warns ECB of risk from higher interest rates
[Reuters] Exclusive: India regulator probing some Adani offshore deals for possible rule violations-sources
[Yahoo/Bloomberg] Global Food Supply Risks Rise as Key Traders Leave Russia
[WSJ] For Regional Banks, Does More Debt Mean Fewer Problems?
[FT] China escalates tech battle with review of US chipmaker Micron
[FT] Bond markets are still skittish — but they have reason to be
[Yahoo/Bloomberg] US Bank Deposits and Lending Both Dropped Last Week Amid Turmoil
[Reuters] Hedge funds retrench after getting pummeled during wild March
[Reuters] Wall St Week Ahead Resilient U.S. stocks failing to factor in recession, investors fear
[Yahoo/Bloomberg] Veteran Money Managers Bail on Stock Rally With Fed Hawks Flying
[Yahoo/Bloomberg] Soaring Auto Loan Rates Are the Latest Roadblock for Car Sales
[Reuters] U.S. Social Security fund seen depleted 2033, year earlier than previous estimate
[Reuters] ECB's De Guindos warns of broad risks in financial sector
[Reuters] Italian minister warns ECB of risk from higher interest rates
[Reuters] Exclusive: India regulator probing some Adani offshore deals for possible rule violations-sources
[Yahoo/Bloomberg] Global Food Supply Risks Rise as Key Traders Leave Russia
[WSJ] For Regional Banks, Does More Debt Mean Fewer Problems?
[FT] China escalates tech battle with review of US chipmaker Micron
[FT] Bond markets are still skittish — but they have reason to be
[Yahoo/Bloomberg] Global Stocks Head for Quarterly Gain, Led by Tech: Markets Wrap
[Yahoo/Bloomberg] Oil Heads for Weekly Surge as Iraqi Supply Disruption Persists
[CNBC] Key Fed inflation gauge rose 0.3% in February, less than expected
[Yahoo/Bloomberg] Japan Tightens Chip Gear Exports as US Seeks to Contain China
[Reuters] Japan to restrict chipmaking equipment exports as it aligns with U.S. China curbs
[Reuters] Slower China manufacturing activity growth dents economic recovery prospects
[Yahoo/Bloomberg] China’s Recovery Strengthens as Spending, Construction Surge
[Yahoo/Bloomberg] Euro-Area Core Inflation Hits Record, Backing Case for ECB Hikes
[Yahoo/Bloomberg] BOJ Tweaks Bond Buying Plan as Yields Drop on Banking Concerns
[Yahoo/Bloomberg] Tokyo Inflation Slows Ahead of BOJ Leadership Change to Ueda
[Yahoo/Bloomberg] Russia Tightens Grain Trade Grip as Western Firms Pull Back
[Reuters] Global dealmaking sinks to lowest level in over a decade
[Reuters] UK house price slide accelerates in March: Nationwide
[Reuters] China rolls over $2 bln loan to Pakistan as it struggles with external liquidity
[Bloomberg] Flight to Money Funds Is Adding to the Strains on Small Banks
[Bloomberg] BofA Says Investors Poured $508 Billion Into Cash This Quarter
[Bloomberg] China Home Sales Continue to Rise in Latest Sign of Recovery
[WSJ] Wild Quarter for Markets Might Foretell Further Turbulence
[WSJ] U.S.-Russia Rift Complicates Case of Arrested Journal Reporter
[FT] Flood of cash into US money market funds could add to banking strains
[FT] Dealmaking at 10-year low in first quarter as bank crisis hits confidence
[FT] Bank capital: buffers suffer credibility deficit amid liquidity panics
[FT] Why are Americans dying so young?
[FT] China’s services activity expands at fastest rate in 12 years
[Yahoo/Bloomberg] Stocks Rise as Traders Eye Peak Rates: Markets Wrap
[Yahoo/Bloomberg] Oil Futures Rebound as Dollar Declines and Equities Advance
[CNBC] Jobless claims edge up to 198,000, higher than expected
[Yahoo/Bloomberg] Pickleball Bar Loan Portends US Small-Business Credit Crunch
[Reuters] Signs of pain as easy cash era ends are growing
[Yahoo/Bloomberg] San Francisco Fed’s Daly Stays Mum While Criticism Mounts Over SVB Oversight
[Yahoo/Bloomberg] Closest Stock and Bond Correlation Since 1997 Hinders Diversity
[Reuters] Global derivatives industry defends CDS after banking blow-ups
[Reuters] Russia detains Wall Street Journal reporter on suspicion of spying
[Yahoo/Bloomberg] Average Wall Street Bonus Plunges 26% to $176,700
[Yahoo/Bloomberg] A $3 Trillion Threat to Global Financial Markets Looms in Japan
[Yahoo/Bloomberg] Sugar Getting Even Pricier Poses New Threat to Food Inflation
[Reuters] Taiwan president starts sensitive U.S. stopover; China warns against meetings
[Reuters] Analysis: Hiring spree by China's debt-laden local governments fuel fiscal fears
[Reuters] China seeks to woo foreign firms as tensions with West swirl
[Yahoo/Bloomberg] Xi’s New Vice Premier to Oversee Finance, Housing in Shake-Up
[Yahoo/Bloomberg] Spain Inflation Halves But Core Pressures Highlight ECB Bind
[Foreign Affairs] Xi Jinping Says He Is Preparing China for War
[Reuters] Chile detects first case of bird flu in a human
[Bloomberg] China’s Biggest Builder Posts First Loss Since 2007 Listing
[Bloomberg] Worried About Shadow Banking? Don’t Look at China
[WSJ] Venture Capitalists Stare Into the Post-SVB Abyss
[WSJ] Small Banks Are Losing to Big Banks. Their Customers Are About to Feel It.
[WSJ] China Wants to Be at Center of New World Order, Top EU Official Says
[WSJ] Nuclear Plant at Risk as Ukraine and Russia Gear Up for Spring Offensive
[FT] Germany reports higher than expected inflation
[FT] How wild was Treasury trading this month?
[FT] The risks of China’s regulatory shake-up
[FT] China’s premier warns against conflict in Asia amid US tensions
[Yahoo/Bloomberg] Stocks Rise as Tech Rally Buoys Mood: Markets Wrap
[Yahoo/Bloomberg] Oil Advances on Kurdish Supply Dispute and US Inventory Data
[Reuters] Investors pull $1.6 billion from Binance after CFTC lawsuit
[CNBC] Mortgage demand gets a boost from bank volatility, but it may be short-lived
[Yahoo/Bloomberg] US 30-Year Fixed Mortgage Rate Eases to Six-Week Low of 6.45%
[Reuters] Supply shortages threaten U.S. infrastructure and war efforts
[Reuters] Explainer: What are credit default swaps and why are they causing trouble for Europe's banks?
[Yahoo/Bloomberg] BOJ’s Key Policy Architect Signals Yield Curve Tweak May Come as a Surprise
[Yahoo/Bloomberg] China’s Economic Planning Official Sees Risks to Global Growth, Inflation
[Yahoo/Bloomberg] Global Creditors Face Long Fight With China Developers for Cash
[CNN] China gave huge loans to some countries. Now it’s spending billions to bail them out
[MSN/Bloomberg] China Warns Taiwan Leader to Avoid McCarthy as She Visits US
[Reuters] Taiwan president defiant after China threatens retaliation for US trip
[Reuters] Ukraine hits Russian-held city deep behind front as talk of counteroffensive grows
[Yahoo/Bloomberg] Next Chapter in Europe’s Energy Crisis — Summer Risks for Gas
[Yahoo/Bloomberg] Australian Inflation Eases, Bolstering Case for Rate Pause
[Reuters] ECB rates will need to rise but possibly at a slower pace - policymakers
[Reuters] Oil firms halt or reduce output in Iraqi Kurdistan, further outages loom
[Bloomberg] Wall Street Has No Idea How to Price In Banking Upheaval
[WSJ] Banking Worries Fuel Gold Price Rally
[WSJ] How the Bank Mess Can Hit Home Buyers
[WSJ] The Fed Passes the Buck on Bank Failures
[WSJ] Taiwan President’s U.S. Trip Touches a Flashpoint in U.S.-China Ties
[FT] Venture capital faces tougher future
[FT] Credit Suisse sale ‘forever impairs the ability to issue AT1s’, investors warn
[FT] China threatens Taiwan over president’s trip to US
[Yahoo/Bloomberg] Stocks Waver With Banks in Focus: Markets Wrap
[Yahoo/Bloomberg] Oil Extends Year’s Biggest Rally as Iraqi Clash Curbs Exports
[Reuters] Banking rebound remains fragile as regulators review response to failures
[Reuters] US regulators to face sharp questions from Congress over bank collapses
[Yahoo/Bloomberg] Binance Crypto Empire Dwarfs FTX at Peak and Dominates Industry
[Reuters] Zelenskiy accuses Russia of holding Zaporizhzhia nuclear plant 'hostage'
[Reuters] UK grocery inflation hits new high of 17.5% -Kantar
[Yahoo/Bloomberg] France Faces New Pension Strikes as Violence Concerns Mount
[Yahoo/Bloomberg] Adani Stocks Plunge on Report Group Seeks More Time to Pay Loans
[Reuters] North Korea unveils new nuclear warheads as Kim orders more weapons-grade materials
[Bloomberg] Fed Swaps Once Again Show Hike More Likely Than Not for May
[Bloomberg] El-Erian: What Happens in the Banking Sector Won’t Stay There
[NYT] Silicon Valley Bank’s Risks Went Deep. Congress Wants to Know Why.
[NYT] China’s Cities Are Buried in Debt, but They Keep Shoveling It On
[WSJ] Distress in Office Market Spreads to High-End Buildings
[WSJ] Higher Rates Are Coming for U.S. Companies
[FT] Top Democrat to accuse US regulators of allowing SVB to ‘grow too big, too fast’
[FT] China’s fake science industry: how ‘paper mills’ threaten progress
[FT] Younger protesters to swell French rallies against pension reform
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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