Credit Bubble Bulletin

Presented by Doug Noland since 2012

Credit Bubble Daily
Thursday, May 23, 2024
[Yahoo/Bloomberg] Stocks Rally as Nvidia Keeps AI Juggernaut Going: Markets Wrap [CNBC] Oil prices bounce back after three-day decline but still on pace for weekly loss [Yahoo/Bloomberg] China Allows Yuan to Drop as Outflows, Dollar Test PBOC’s Grip [Reuters] US weekly jobless claims fall as labor market remains solid [Reuters] Improved business activity casts doubt over rate cuts [CNBC] JPMorgan CEO Jamie Dimon says U.S. could see a ‘hard landing,’ stagflation will be ‘worst outcome’ [AFP] Companies Put Record Amount In Shareholders' Pockets: Report [Reuters] Yellen wants G7 'wall of opposition' to China's excess industrial capacity [Yahoo/Bloomberg] Losses Pile Up in Top-Rated Bonds Backed by Commercial Real Estate Debt [Reuters] Israeli forces push deeper into Gaza's north and south [Reuters] China launches 'punishment' war games around Taiwan [AP] Taiwan scrambles jets and puts missile, naval and land units on alert over China’s military drills [Reuters] Chinese military practiced Taiwan invasion manoeuvres in 2023, says US general [Reuters] With mock attacks, China sends honed warning to Taiwan's new president [Reuters] South Korea holds rates, signals tight policy to stay over short term [Reuters] South Korea announces $19 bln support package for chip industry [Reuters] Japan's factory activity expands for first time in a year, PMI shows [Yahoo/Bloomberg] Mexico Consumer Prices Rise More Than Expected [Yahoo/Bloomberg] Euro-Zone Wage Growth Picks Up in Inflation Warning to ECB [Yahoo/Bloomberg] Euro-Zone Activity Hits One-Year High as Recovery Gains Pace [Reuters] Russia says it will strike British targets if UK weapons are used to hit its territory [Bloomberg] Microsoft Wanted to be Carbon Negative. Then It Went Big on AI [WSJ] Chinese Military Launches Drills Encircling Taiwan in Test of New President [WSJ] CFOs Lock in Savings with Interest-Rate Swaps Amid Uncertainty About Fed Cuts [FT] China kicks off ‘punishment’ drills around Taiwan [FT] Japan’s ‘wall of money’ is too big a temptation to resist  
Thursday, May 23, 2024
[Yahoo/Bloomberg] Stocks Rally as Nvidia Keeps AI Juggernaut Going: Markets Wrap [CNBC] Oil prices bounce back after three-day decline but still on pace for weekly loss [Yahoo/Bloomberg] China Allows Yuan to Drop as Outflows, Dollar Test PBOC’s Grip [Reuters] US weekly jobless claims fall as labor market remains solid [Reuters] Improved business activity casts doubt over rate cuts [CNBC] JPMorgan CEO Jamie Dimon says U.S. could see a ‘hard landing,’ stagflation will be ‘worst outcome’ [AFP] Companies Put Record Amount In Shareholders' Pockets: Report [Reuters] Yellen wants G7 'wall of opposition' to China's excess industrial capacity [Yahoo/Bloomberg] Losses Pile Up in Top-Rated Bonds Backed by Commercial Real Estate Debt [Reuters] Israeli forces push deeper into Gaza's north and south [Reuters] China launches 'punishment' war games around Taiwan [AP] Taiwan scrambles jets and puts missile, naval and land units on alert over China’s military drills [Reuters] Chinese military practiced Taiwan invasion manoeuvres in 2023, says US general [Reuters] With mock attacks, China sends honed warning to Taiwan's new president [Reuters] South Korea holds rates, signals tight policy to stay over short term [Reuters] South Korea announces $19 bln support package for chip industry [Reuters] Japan's factory activity expands for first time in a year, PMI shows [Yahoo/Bloomberg] Mexico Consumer Prices Rise More Than Expected [Yahoo/Bloomberg] Euro-Zone Wage Growth Picks Up in Inflation Warning to ECB [Yahoo/Bloomberg] Euro-Zone Activity Hits One-Year High as Recovery Gains Pace [Reuters] Russia says it will strike British targets if UK weapons are used to hit its territory [Bloomberg] Microsoft Wanted to be Carbon Negative. Then It Went Big on AI [WSJ] Chinese Military Launches Drills Encircling Taiwan in Test of New President [WSJ] CFOs Lock in Savings with Interest-Rate Swaps Amid Uncertainty About Fed Cuts [FT] China kicks off ‘punishment’ drills around Taiwan [FT] Japan’s ‘wall of money’ is too big a temptation to resist  
Wednesday, May 22, 2024
[Yahoo/Bloomberg] Stocks Steady as Nvidia Results Grab Spotlight: Markets Wrap [Yahoo/Bloomberg] US Bonds Fall as Traders Look to Fed Minutes for Rate-Cut Clues [Yahoo/Bloomberg] Japan Yields Have Room to Rise After 1% Reached on BOJ Bets [Yahoo/Bloomberg] Oil Nears 3-Month Low as US Report Points to Swelling Stockpiles [Reuters] Fed shifts talk to 'scenarios' as policy grows less certain [CNBC] Weekly mortgage refinance demand revives as interest rates fall to 7-week low [Reuters] Breakingviews: The $5 trillion AI boom could both succeed and fizzle [AP] Russian attacks on Ukraine power grid touch Kyiv with blackouts ahead of peak demand [Reuters] UK defence minister says China working to supply lethal aid to Russia [Yahoo/Bloomberg] China Hints at Retaliation in Trade Clash With Europe [Yahoo/Bloomberg] China Banks Rush to Offer Loans for State Buying of Unsold Homes [AP] Japan racks up trade deficit as imports balloon due to cheap yen [Yahoo/Bloomberg] Echoes of 2009 Crisis Thrust Japanese Bank Norinchukin Back Into Spotlight [Reuters] Bundesbank warns of inflation risk as wages rise more than expected [Reuters] Geopolitical risks top concern for global family offices, UBS survey shows [WSJ] Risky Bonds Join the Everything Rally [FT] The US and Europe should decouple on monetary policy [FT] China has finally unveiled its property rescue plan. Will it be enough? [FT] Chinese sovereign bond trading suspended after frantic retail buying [FT] Turkey’s inflation crisis rages a year into economic turnaround [FT] PwC faces crisis in China over audit of failed property giant Evergrande
Monday, May 20, 2024
[Reuters] Gold hits record peak as rate cut bets burnish appeal, silver jumps [Yahoo/Bloomberg] Stocks Gain as Copper, Gold Climb to Records: Markets Wrap [Yahoo/Bloomberg] Japan’s Benchmark Bond Yield Hits Decade-High on Rate-Hike Bets [Yahoo/Bloomberg] Copper Hits Record Above $11,000 on Bets That Shortage Looms [Yahoo/Bloomberg] Oil Steadies After Weekly Advance as Geopolitical Risks Flare [Yahoo/Bloomberg] Bond Buyers Get Paid Least in Years for EM Corporate Bond Risk [Reuters] Iranian President Ebrahim Raisi killed in helicopter crash, official says [Reuters] Who is Mohammad Mokhber, the man set to become Iran's interim president? [Reuters] Israel vows to broaden Rafah sweep amid heavy fighting in parts of Gaza [CNBC] Are consumers pulling back on spending? It depends which CEO you ask [Yahoo/Bloomberg] Florida’s 125% Surge in Property-Insurance Bills Sows Havoc [Yahoo/Bloomberg] China’s Capital Outflow Surges to Highest Since 2016 in April [Reuters] China's property support measures disappoint [Reuters] China's fiscal revenue shrank 2.7% in Jan-April amid shaky economic recovery [Yahoo/Bloomberg] Norinchukin Weighs $7.7 Billion Fundraise to Cover Bond Loss [Reuters] New Taiwanese president calls on China to stop its threats [Bloomberg] One of the Last Big Bears on Wall Street Turns Bullish on US Stocks [WSJ] A $10 Billion Real-Estate Fund Is Bleeding Cash and Running Out of Options [WSJ] Japan’s 10-Year Government Bond Yield Hits 11-Year High [WSJ] China Hints at Possible Retaliation Against EU Probes [FT] The relationship between Xi and Putin is built to last [FT] Taiwan’s new president calls on China to end threats and intimidation  
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