Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] Stocks fall after Trump unveils 35% tariffs on Canada starting Aug 1: Live updates
[Yahoo/Bloomberg] Silver Rises to Highest Since 2011 as US Premiums Grow
[Yahoo/Bloomberg] Oil Swings With Focus on Trump’s Plan for Russia, Saudi Output
[AP] Trump’s 35% Canada tariff plan deepens a rift between the neighbors
[Yahoo/Bloomberg] Markets Embolden Trump on Tariffs, Stoking Fear of Overreach
[Axios] Wall Street may be enabling tariff policy
[Axios] "Not amnesty lite": Trump's new plan for migrant worker visas
[Reuters] Rubio meets China's Wang amid trade tensions, says good chance of Trump-Xi talks
[Yahoo/Bloomberg] PBOC Adviser Urges $209 Billion Stimulus to Counter US Tariffs
[Yahoo/Reuters] Chinese banks stumble on Beijing's consumer lending push
[Reuters] UK economy shrinks again in May, raising new worries over outlook
[Politico] France warns of ‘extremely worrying’ Russian activity underwater and in space
[Bloomberg] Trump Threatens 35% Canada Tariff, Floats Higher Global Rate
[Bloomberg] Trump’s 35% Tariff Bulldozer Tests Carney’s Strategy of Avoiding Conflict
[Bloomberg] Dudley: Three Reasons the Fed Will Stand Pat on Interest Rates
[Bloomberg] How US Universities Became So Vulnerable to Government Threats
[Bloomberg] In Ominous Sign, Sellers Are Vanishing as US Stocks Smash Record
[NYT] Are Investors Too Complacent About Tariffs and Rates Uncertainty?
[NYT] Trump’s Seesawing on Tariffs Gives the World Whiplash
[WSJ] Trump Doubles Down on Using Tariffs as Tool of American Power
[WSJ] Trump Threatens 35% Tariff on Some Canadian Goods
[WSJ] Trump’s Unsung Economic Booster: Deregulation
[WSJ] Taiwan Resists China With Military Displays and History Lessons
[FT] Donald Trump threatens new tariffs on Canada
[FT] The return of ‘tariff man’: the week Donald Trump revived the global trade war
[FT] Tett: Trump is sowing confusion in the markets
[FT] How Greece came back from the brink
[FT] US needs to prepare markets for the risk of a Chinese invasion of Taiwan
[CNBC] Stocks fall after Trump unveils 35% tariffs on Canada starting Aug 1: Live updates
[Yahoo/Bloomberg] Silver Rises to Highest Since 2011 as US Premiums Grow
[Yahoo/Bloomberg] Oil Swings With Focus on Trump’s Plan for Russia, Saudi Output
[AP] Trump’s 35% Canada tariff plan deepens a rift between the neighbors
[Yahoo/Bloomberg] Markets Embolden Trump on Tariffs, Stoking Fear of Overreach
[Axios] Wall Street may be enabling tariff policy
[Axios] "Not amnesty lite": Trump's new plan for migrant worker visas
[Reuters] Rubio meets China's Wang amid trade tensions, says good chance of Trump-Xi talks
[Yahoo/Bloomberg] PBOC Adviser Urges $209 Billion Stimulus to Counter US Tariffs
[Yahoo/Reuters] Chinese banks stumble on Beijing's consumer lending push
[Reuters] UK economy shrinks again in May, raising new worries over outlook
[Politico] France warns of ‘extremely worrying’ Russian activity underwater and in space
[Bloomberg] Trump Threatens 35% Canada Tariff, Floats Higher Global Rate
[Bloomberg] Trump’s 35% Tariff Bulldozer Tests Carney’s Strategy of Avoiding Conflict
[Bloomberg] Dudley: Three Reasons the Fed Will Stand Pat on Interest Rates
[Bloomberg] How US Universities Became So Vulnerable to Government Threats
[Bloomberg] In Ominous Sign, Sellers Are Vanishing as US Stocks Smash Record
[NYT] Are Investors Too Complacent About Tariffs and Rates Uncertainty?
[NYT] Trump’s Seesawing on Tariffs Gives the World Whiplash
[WSJ] Trump Doubles Down on Using Tariffs as Tool of American Power
[WSJ] Trump Threatens 35% Tariff on Some Canadian Goods
[WSJ] Trump’s Unsung Economic Booster: Deregulation
[WSJ] Taiwan Resists China With Military Displays and History Lessons
[FT] Donald Trump threatens new tariffs on Canada
[FT] The return of ‘tariff man’: the week Donald Trump revived the global trade war
[FT] Tett: Trump is sowing confusion in the markets
[FT] How Greece came back from the brink
[FT] US needs to prepare markets for the risk of a Chinese invasion of Taiwan
[CNBC] Stocks are little changed after Nasdaq notches new record: Live updates
[Yahoo/Reuters] Oil Steady as Traders Weigh Trump’s Tariffs and Red Sea Attacks
[Yahoo/Bloomberg] Japan 20-Year Bond Sale Leaves Traders in Limbo Before Election
[AP] US applications for jobless benefits fall to 227,000 last week, remain at historically healthy level
[Axios] GOP senators start turning against Powell
[AP] Brazil will respond to Trump’s 50% tariff with ‘reciprocity,’ says da Silva
[Yahoo/Bloomberg] Trump’s 50% Levy on Brazil Shows World Nothing Is Off Limits
[Yahoo/Bloomberg] Trump’s BRICS Warning to India Adds New Twist to Trade Deal
[Yahoo/Bloomberg] Xi Signals China May Finally Move to End Deflationary Price Wars
[Reuters] South Korea holds rates, warns of 'significant' uncertainty from US tariffs
[AP] Russia hits Kyiv with more missiles and drones, causing fires and injuring at least 10
[The Hill] Majorities in Canada view US as top threat, top ally: Survey
[BBC] 'I can't drink the water' - life next to a US data centre
[Yahoo/Bloomberg] Trump’s Tariffs Gift Lula Surprise Tailwind for 2026 Vote
[Bloomberg] Goldman Warns Dollar Can Quickly Trade Like Risky Currency Again
[WSJ] Trump Threatens 50% Brazil Tariff, Citing Bolsonaro Trial
[WSJ] Brazil Won’t Take Orders From Trump, President Says
[WSJ] Why America Still Can’t Get Disaster Alerts Right
[FT] Can the Fed stay independent under Trump?
[FT] US utilities plot big rise in electricity rates as data centre demand booms
[FT] Carmakers and shipowners say Donald Trump’s port fees will hurt US consumers
[Ft] ICE dragnet strikes terror in US immigrant communities
[CNBC] Stocks rise as investors monitor Trump tariff developments: Live updates
[Yahoo/Bloomberg] Oil Extends Gain as UAE Signals Strong Demand for OPEC+ Barrels
[Yahoo/Reuters] White House adviser Hassett emerging as serious contender for next Fed chair, WSJ reports
[BBC] Trump delays tariffs as the rest of the world plays hardball
[Yahoo Finance] Trump’s search for Powell’s replacement at the Fed is getting louder
[Yahoo/Bloomberg] Powell’s Successor May Struggle to Deliver the Rate Cuts Trump Wants
[AP] Trump’s trade blitz produces few deals but lots of uncertainty
[Yahoo/Bloomberg] US mortgage applications to buy a home jump to two-year high
[Yahoo/Reuters] Analysis-America's largest power grid is struggling to meet demand from AI
[Axios] AI is changing the world faster than most realize
[Yahoo/Reuters] China's factory-gate deflation worst in 2 years as trade war bites
[Reuters] Greek ship attacked in Red Sea sinks: 4 dead, 7 rescued, 14 missing
[AP] Russia batters Ukraine with more than 700 drones, the largest barrage of the war, officials say
[Bloomberg] Copper Market in Turmoil as Trump Touts 50% Tariff on US Imports
[Bloomberg] Deep In a Fiscal Hole, Congress Just Keeps Digging
[NYT] Bessent Steps Up Criticism of Fed as Auditions for Chair Intensify
[NYT] Trump Didn’t Always Tout Tariffs. Now He Sees Them as a Way to Flex Power.
[WSJ] Two Kevins Battle to Be Next Fed Chair in Trump’s ‘Apprentice’-Style Contest
[WSJ] Trump Delayed Reciprocal Tariffs After Bessent Wanted More Time on Deals
[WSJ] Increased Hedging of U.S. Exposure by Foreign Investors May Weaken Dollar, BOE Says
[WSJ] Trump Calls Out the Putin Charade
[WSJ] China’s Downward Price Pressures Stayed Elevated in June
[WSJ] ECB Should Prepare for More Volatile Price Pressures, Bundesbank’s Nagel Says
[FT] Investors shrug off Donald Trump’s 200% tariff threat on pharma
[FT] Donald Trump’s ‘tariff wall’ takes shape around south-east Asia’s factories
[FT] Red Sea ship insurance prices jump as Houthis resume attacks
[FT] Western Europe keeps setting new heat records as fastest-warming continent
[CNBC] S&P 500 rebounds from sell-off as investors bet Trumps tariffs will end up lower than threatened: Live updates
[Yahoo/Bloomberg] Oil Dips as Traders Assess Trump Tariffs Risk, Red Sea Attacks
[Yahoo/Reuters] Yen stumbles as Trump imposes 25% tariffs on Japan
[Yahoo/Reuters] US small business sentiment ticks down in June
[AP] Trump sets 25% tariffs on Japan and South Korea, and new import taxes on 12 other nations
[Yahoo/Reuters] US ocean imports from China tumbled 28% in June on tariff hikes
[Yahoo/Bloomberg] Trump Promises More Weapons for Ukraine and Criticizes Putin
[Yahoo/Reuters] Australia's central bank keeps rates at 3.85%, stuns markets
[Politico] Halted military aid for Ukraine may start flowing again
[Yahoo/Bloomberg] EU Chief Demands China Address Trade Imbalance as Tensions Flare
[BBC] Poisoned water and scarred hills: The price of the rare earth metals the world buys from China
[Bloomberg] Treasuries Fall With Global Bonds as Japan Supply Jitters Return
[Bloomberg] America’s Copy-and-Paste Tariffs Will Rile ‘Mr. Japan’
[Bloomberg] Why Extreme Rainfall Is Becoming More Frequent, and Deadlier
[NYT] 7 Rounds of Talks and No Deal: Japan Girds for New Era of U.S. Relations
[WSJ] Japan Determined to Strike Fair Trade Deal With U.S.
[WSJ] U.S.’s Biggest Asian Allies Ready Last-Ditch Trade Appeal to Trump
[WSJ] Tariff Uncertainty Likely to Weigh on Global Growth Even After Extended Talks
[WSJ] Trump to Resume Sending Weapons to Ukraine
[FT] China’s weaponisation of rare earths is a new kind of trade war
[FT] US universities face $1bn revenue hit over foreign student fears
[FT] US contractors cut off by Doge get a lifeline from private credit
[FT] China criticises manufacturers over price war as deflation fears mount
[CNBC] Stocks fall after Trump team says tariffs will go into effect on Aug. 1: Live updates
[Yahoo/Reuters] Stocks slip in Asia on US tariff confusion, oil skids
[Yahoo/Bloomberg] Oil Steadies as Saudis Bet Market Can Absorb OPEC+ Output Hike
[CNBC] Trump says countries aligning with BRICS policies will face additional 10% tariff
[Yahoo/Bloomberg] Trump Is Already Making the Next Fed Chair’s Job Harder
[CNBC] America’s Deficit Reckoning: How the U.S. debt spiral could spark a crisis
[Yahoo/Bloomberg] Trump Slams Musk Plan for Rival Political Party as Feud Deepens
[Axios] Texas tragedy foretells future for warming climate, scientists say
[Bloomberg] BRICS in Wait-and-See Mode After Trump Threatens Extra Tariffs
[Bloomberg] China’s PBOC Keeps Buying Gold as Reserves Grow For Eighth Month
[Bloomberg] Curbs on Jane Street’s India Operations May Deepen Options Slump
[NYT] Trump Keeps Foreign Countries on Edge as Tariff Deadline Nears
[WSJ] Trump Faces Crucial Week for Reaching Trade Deals
[WSJ] EU Still Hopes for Initial U.S. Trade Deal Before Deadline
[WSJ] First-Time Home Buyers Are MIA. Landlords Are the Winners.
[FT] Donald Trump threatens extra 10% tariff over ‘anti-American’ Brics policies
[FT] Sonders: US immigration shift may have profound economic consequences
[FT] Trump’s ominous ICE security state
[FT] Donald Trump calls Elon Musk a ‘train wreck’ as feud escalates over third party
[FT] Bosnia, 30 years on: the looming crisis in the Balkans
Q4 Review - 2023 Preview
Thursday, January 19, 2023 – 4:00pm Eastern / 2:00pm Mountain
David McAlvany
Doug Noland
Credit Bubble Weekly
Sign up for Market News.
Stay connected to market trends with personalized weekly insights — custom to you!
This is a secure 256-Bit SSL encrypted form.