Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[Yahoo/Bloomberg] Stocks Gain, Powered by Alphabet, Microsoft: Markets Wrap
[CNBC] Japanese yen weakens to 156 against dollar after Bank of Japan leaves rates unchanged
[Reuters] China's yuan hits downside limit in 'cash' trades
[Yahoo/Bloomberg] Oil Heads for Weekly Gain on Signs of Firmer Market Before Data
[Yahoo/Bloomberg] Bank of Japan’s Stand Pat Decision Fuels Further Yen Jitters
[Reuters] BOJ keeps ultra-low rates, forecasts inflation staying near 2% for years
[CNBC] Key Fed inflation measure rose 2.8% in March from a year ago, more than expected
[Reuters] In Beijing, Blinken confronts China over 'powering' Russia's war
[AP] Antony Blinken meets with China’s President Xi as US, China spar over bilateral and global issues
[Yahoo/Bloomberg] Citi, JPMorgan See Carry Trade Revive as Fed Hawkishness Spreads
[Reuters] Global equity funds face fourth week of outflows amid dampened Fed rate cut hopes
[Reuters] South Korea's public finances no longer a credit rating 'strength', Fitch says
[Reuters] India's foreign exchange reserves drop to six-week low
[Bloomberg] China Vanke Crisis May Continue to Spell Trouble for Chinese Lenders
[NYT] The Fed’s Favorite Inflation Index Remained Stubborn in March
[NYT] With Inflation This High, Nobody Knows What a Dollar Is Worth
[WSJ] China’s Gold Consumption Rises on Safe-Haven Demand
[FT] Xi Jinping tells Antony Blinken US should avoid ‘vicious competition’ with China
[Yahoo/Bloomberg] Stocks Gain, Powered by Alphabet, Microsoft: Markets Wrap
[CNBC] Japanese yen weakens to 156 against dollar after Bank of Japan leaves rates unchanged
[Reuters] China's yuan hits downside limit in 'cash' trades
[Yahoo/Bloomberg] Oil Heads for Weekly Gain on Signs of Firmer Market Before Data
[Yahoo/Bloomberg] Bank of Japan’s Stand Pat Decision Fuels Further Yen Jitters
[Reuters] BOJ keeps ultra-low rates, forecasts inflation staying near 2% for years
[CNBC] Key Fed inflation measure rose 2.8% in March from a year ago, more than expected
[Reuters] In Beijing, Blinken confronts China over 'powering' Russia's war
[AP] Antony Blinken meets with China’s President Xi as US, China spar over bilateral and global issues
[Yahoo/Bloomberg] Citi, JPMorgan See Carry Trade Revive as Fed Hawkishness Spreads
[Reuters] Global equity funds face fourth week of outflows amid dampened Fed rate cut hopes
[Reuters] South Korea's public finances no longer a credit rating 'strength', Fitch says
[Reuters] India's foreign exchange reserves drop to six-week low
[Bloomberg] China Vanke Crisis May Continue to Spell Trouble for Chinese Lenders
[NYT] The Fed’s Favorite Inflation Index Remained Stubborn in March
[NYT] With Inflation This High, Nobody Knows What a Dollar Is Worth
[WSJ] China’s Gold Consumption Rises on Safe-Haven Demand
[FT] Xi Jinping tells Antony Blinken US should avoid ‘vicious competition’ with China
[Yahoo/Bloomberg] Stocks Get Hit After GDP Goes the ‘Wrong Way’: Markets Wrap
[Yahoo/Bloomberg] Yen Approaches Intervention Point as BOJ Meeting Starts
[Yahoo/Bloomberg] Oil Steadies as Drop in US Stockpiles Tightens Supply Balance
[Yahoo/Bloomberg] Asia’s Hawks Get Put on Alert After Indonesia’s Shock Rate Hike
[Yahoo/Bloomberg] Bonds at Risk from Asia’s Most Inflation-Sensitive Central Bank
[Reuters] The yen has a yield problem the BOJ can't easily fix
[Reuters] Morning Bid: Japan's FX no-show, Meta plunges
[Reuters] Fragile yen could make BOJ's Ueda tilt more towards hawkish stance
[CNBC] GDP increased at a 1.6% rate in the first quarter, less than expected
[AP] US applications for jobless claims fall to lowest level in 9 weeks
[Reuters] Confounding US economic, inflation data muddy Fed's rate path
[Yahoo/Bloomberg] Blinken Tells China to Manage Ties ‘Responsibly’ as Talks Begin
[Reuters] Exclusive: China harbors ship tied to North Korea-Russia arms transfers, satellite images show
[WSJ] Travel by Bike, Bring Your Own Cup: China Imposes a Frugal Life on Public Servants
[FT] Bank of Japan feels inflation heat from Fed’s ‘higher for longer’ shift
[FT] Commodity prices could keep inflation high, warns World Bank
[FT] China warns Antony Blinken US must choose between ‘co-operation or confrontation’
[FT] European commercial real estate deal making slumps to 13-year low
[FT] Quant hedge funds enjoy bumper start to 2024
[Yahoo/Bloomberg] Tech Rally Keeps Stocks Afloat Amid Mixed Earnings: Markets Wrap
[AP] Senate overwhelmingly passes aid for Ukraine, Israel and Taiwan with big bipartisan vote
[Yahoo/Bloomberg] US 30-Year Mortgage Rate Rises to Five-Month High of 7.24%
[CNBC] Mortgage demand drops as interest rates soar over 7%
[Dow Jones] Durable-goods orders get boost from autos and planes, but most manufacturers tread water
[AP] Surging auto insurance rates squeeze drivers, fuel inflation
[Yahoo/Bloomberg] Florida’s Home Insurance Industry May Be Worse Than Anyone Realizes
[Yahoo/Bloomberg] Bank Indonesia Surprises With Rate Hike, Expects Rupiah Gain
[Reuters] Australia Q1 inflation slowdown disappoints, rate cut bets gone
[CNBC] China may have to brace for a new wave of bond defaults, S&P says
[NA] China's Gen Z turns frugal as economy doubts linger
[Reuters] ECB's June rate cut not necessarily followed by others, Nagel says
[Yahoo/Bloomberg] German Business Outlook Hits One-Year High as Economy Heals
[Yahoo/Bloomberg] French Grid Issues Are Causing Power Prices to Soar in Europe
[Yahoo/Bloomberg] Blinken Lands in China For Tense Talks as US Sanctions Loom
[Reuters] Israel gears up for Rafah civilian evacuation ahead of promised assault
[Reuters] Ukrainian drones struck two Rosneft oil depots in attack, Kyiv source says
[Reuters] Taiwan happy with US aid package, China objects to arms sales
[Bloomberg] Yen Weakens Past Key 155 Level, Adding to Intervention Risk
[Bloomberg] Cocoa Price Swings Are the Craziest Since the 1970s
[WSJ] Asian Central Banks Face Policy Dilemma From Fed Rate-Cut Delay, FX Crunch
[WSJ] The Folly of China’s Real-Estate Boom Was Easy to See, but No One Wanted to Stop It
[WSJ] China’s EV Price War Is Just Getting Started
[FT] Jamie Dimon cautions over soft landing for ‘unbelievable’ US economy
[Yahoo/Bloomberg] Stocks Rise With Earnings Center Stage: Markets Wrap
[Yahoo/Bloomberg] Oil Steadies With Bullish Spreads Countering Easing Tensions
[Reuters] Japan issues strongest warning yet on readiness to intervene in currency market
[Yahoo/Bloomberg] Japan Is ‘Very Close’ to Intervention, Former Forex Chief Says
[Reuters] Where king dollar is causing pain the most
[Axios] America's campuses reach boiling point
[Yahoo/Bloomberg] Ueda Repeats Vow to Raise Rate if Prices Warrant After Yen Falls
[Yahoo/Bloomberg] China Finance Ministry Echoes Xi’s Call for Bond Trading at PBOC
[Yahoo/Bloomberg] Bond Demand Evaporates in Taiwan as Inflation Risks Mount
[Yahoo/Bloomberg] Euro zone business in services-led bounce in April, PMI survey shows
[Yahoo/Bloomberg] German Rebound Drives Euro-Zone Private Sector to 11-Month High
[CNN] Massive floods threaten tens of millions as intense rains batter southern China
[Reuters] Lebanon's Hezbollah launches deepest attack into Israel since Gaza war
[Bloomberg] Russia Hosts China, Iran Security Chiefs to Discuss Cooperation
[WSJ] Cathie Wood’s Popular ARK Funds Are Sinking Fast
[WSJ] China Finance Ministry Voices Support for Central Bank Bond Trading
[WSJ] Chinese Villagers Jumped at the Deal of a Lifetime—Then It Turned Sour
[FT] Is the boom in private credit losing steam?
[FT] How US shale keeps sheltering America from the next oil price surge
[FT] Asian region reels from heat and floods as WMO warns of climate change effects
[Yahoo/Bloomberg] Stocks Rise With Big Tech Earnings in Focus: Markets Wrap
[Yahoo/Bloomberg] Global Bonds Fall on Waning Demand for Havens and Sales Deluge
[Reuters] Dollar forges higher after volatile week, yen in spotlight
[Yahoo/Bloomberg] Oil Falls After Weekly Loss as Traders Focus on Middle East Risk
[Yahoo/Bloomberg] Dollar’s Extended Reign Delivers Stark Wake-Up Call for Markets
[Yahoo/Bloomberg] Copper Hones in on $10,000 a Ton as Supply Angst Continues
[Yahoo/Bloomberg] Strategists Split on US Profit Outlook as Stocks Pull Back
[Reuters] US consumers on lower incomes face loan stress while banks pull back
[Reuters] Hedge fund borrowing hits five-year peak, Goldman Sachs says
[Yahoo/Bloomberg] Ray Dalio’s Famous Trade Is Sputtering and Investors Are Bailing
[Yahoo/Bloomberg] Hedge Funds Turned Stock Buyers in Volatile Week, Goldman Says
[Reuters] ECB governors stick to plan for multiple rate cuts despite global headwinds
[Reuters] Russia warns of direct clash with West over Ukraine
[Reuters] Global military spending climbed 7% in 2023 amid conflicts, think-tank SIPRI says
[NYT] Bird Flu Is Infecting More Mammals. What Does That Mean for Us?
[WSJ] U.S.-China Internet War Intensifies as House Passes TikTok Ban
[FT] When will the Bank of Japan next raise interest rates?
[FT] Ukraine faces race against time to deploy US funding
[FT] Is South Korea’s economic miracle over?
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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