Credit Bubble Bulletin

Presented by Doug Noland since 2012

Credit Bubble Daily
Thursday, June 1, 2023
[Yahoo/Bloomberg] Stocks Climb on Debt Deal, Softer Inflation Data: Markets Wrap [Yahoo/Bloomberg] Oil Swings With Focus on China Factory Activity, US Debt Deal [CNBC] Private payrolls rose by 278,000 in May, well ahead of expectations, ADP says [Dow Jones] Jobless claims inch up to 232,000, but no sign of major layoffs [Reuters] US Senate aims for quick passage of debt ceiling bill to avoid default [Reuters] US debt ceiling bill passes House with broad bipartisan support [Reuters] McCarthy's moment: Debt ceiling win secures Republican US House speaker's standing [Reuters] Analysis: US corporate debt binge could be hard to sustain [Yahoo Finance] Auto loan delinquencies for young Americans at highest level since 2009 [CNBC] How inflation and higher interest rates have reshaped car buying for many Americans [Reuters] China's factory activity swings to surprise growth in May - Caixin PMI [Reuters] Foreigners pull more money out of China in May [Reuters] Asia's factories struggle for momentum amid patchy recovery [Reuters] Chinese graduates lower their ambitions in moribund jobs market [Yahoo/Bloomberg] Euro-Area Core Inflation Eases But Won’t Stop ECB Hiking [Reuters] Taiwan, U.S. to sign first deal under new trade framework [WSJ] New Borrowing Hurdles Leave Small Businesses in Limbo [WSJ] Libor’s Last Users Face Challenges as the Deadline for Its Demise Nears [WSJ] Violent Clashes Trigger Fears of New War in Europe [FT] Resilient junk bond market baffles investors [FT] Watchdogs must ‘up their game’ to prevent future bank failures, says BIS [FT] US defence chief warns incidents with China’s military could ‘spiral out of control’
Wednesday, May 31, 2023
[Yahoo/Bloomberg] Stocks Fall on China Economy Worries; Bonds Gain: Markets Wrap [Yahoo/Bloomberg] Chinese Stocks Sinking Into Bear Market With Little Relief Seen [Yahoo/Bloomberg] Oil Extends Slump as Chinese Data Threatens Demand Outlook [Reuters] US debt ceiling bill faces narrow path to passage in House [AP] Debt limit deal heads to vote in full House while McCarthy scrambles for GOP approval [Politico] Senate braces for last-minute conservative demands on debt deal [Yahoo/Bloomberg] Biden-McCarthy Debt Limit Deal Puts Government Services on a Diet [CNBC] Mortgage demand drops to the lowest level in three months [Yahoo/Bloomberg] US Mortgage Rates Hit Near Seven-Month High During Debt Impasse [Yahoo/Bloomberg] Summers Sees Higher Fed Interest Rates, Increased US Taxes [AP] CEOs got smaller raises. It would still take a typical worker two lifetimes to make their annual pay [Yahoo/Bloomberg] China Manufacturing Slump Heightens Risk of ‘Downward Spiral’ [Reuters] China's factory activity falls faster than expected as recovery stumbles [CNBC] New warning signs emerge for China’s property market [Yahoo/Bloomberg] Everywhere You Look in China Are Signs of More Market Misery [Reuters] Analysis: Struggling China local governments find a fundraising loophole, lifeline in "pearl bonds" [Yahoo/Bloomberg] China Leads the World in Preparing for Extreme Weather Threats to Power Supplies [Reuters] BOJ normalisation could strain global bond markets: ECB [Yahoo/Bloomberg] BOJ to Hold Policy Amid Election Chatter, Ex-Board Member Says [Reuters] Drones attack Russian oil refineries near major oil port Novorossiisk [Reuters] Russia accuses Washington of encouraging Ukraine in its attacks [Yahoo/Bloomberg] ECB Warns Rate Hikes Are Putting Market Stability at Risk [Reuters] North Korean satellite plunges into sea after rocket failure [Bloomberg] China’s Home Sales by Top Developers Slow as Rebound Falters [WSJ] Debt-Ceiling Bill Faces Test as Some GOP Critics Vent [WSJ] U.S. Manufacturers Seek China Alternatives as Tensions Rise [WSJ] China’s Recovery Slows Further as Factory, Services Activity Pulls Back [FT] Top Fed official sees no ‘compelling’ reason to wait for fresh rate rise [FT] Bank of Japan policy shift risks causing eurozone bond turmoil, warns ECB [FT] Has China become too cosy with private equity?  
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David McAlvany
Doug Noland
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