Credit Bubble Bulletin

Presented by Doug Noland since 2012

Credit Bubble Daily
Friday, March 31, 2023
  [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
Thursday, March 30, 2023
[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  
Wednesday, March 29, 2023
  [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
Tuesday, March 28, 2023
Tactical Short 4th Quarter 2022 Recap
Q4 Review - 2023 Preview

Thursday, January 19, 2023 – 4:00pm Eastern / 2:00pm Mountain

David McAlvany
Doug Noland
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