Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[Axios] House GOP plans last-ditch effort to pass spending bills
[Axios] The history of government shutdowns and how long they last
[AP] Auto workers still have room to expand their strike against car makers. But they also face risks
[Yahoo/Bloomberg] Oil Price Surge Upends Emerging-Market Disinflation Trade
[Reuters] China central-bank adviser proposes structural reforms to revive economy
[Reuters] Italy sees 2023 budget deficit overshoot at around 5.5% of GDP, sources say
[Bloomberg] Yields Spike and Gold Shrugs. What’s Driving Bullion Now?
[Bloomberg] Debt Market Titans See Fiscal Risks and Rising Defaults
[Bloomberg] The Fed Is Curbing Inflation, But Consumers Say They’re Still Paying Too Much
[WSJ] U.S. Economy Could Withstand One Shock, but Four at Once?
[WSJ] Watching the Real-Estate Bust From the Streets of San Francisco
[WSJ] Twenty-Five Years After LTCM, Emerging Markets Keep Burning Investors
[FT] A ‘milestone’ moment: why economists think the global cycle of rate rises is over
[FT] Hedge funds rush to unwind bets against gilts
[Axios] House GOP plans last-ditch effort to pass spending bills
[Axios] The history of government shutdowns and how long they last
[AP] Auto workers still have room to expand their strike against car makers. But they also face risks
[Yahoo/Bloomberg] Oil Price Surge Upends Emerging-Market Disinflation Trade
[Reuters] China central-bank adviser proposes structural reforms to revive economy
[Reuters] Italy sees 2023 budget deficit overshoot at around 5.5% of GDP, sources say
[Bloomberg] Yields Spike and Gold Shrugs. What’s Driving Bullion Now?
[Bloomberg] Debt Market Titans See Fiscal Risks and Rising Defaults
[Bloomberg] The Fed Is Curbing Inflation, But Consumers Say They’re Still Paying Too Much
[WSJ] U.S. Economy Could Withstand One Shock, but Four at Once?
[WSJ] Watching the Real-Estate Bust From the Streets of San Francisco
[WSJ] Twenty-Five Years After LTCM, Emerging Markets Keep Burning Investors
[FT] A ‘milestone’ moment: why economists think the global cycle of rate rises is over
[FT] Hedge funds rush to unwind bets against gilts
[Reuters] House Republicans try long-shot strategy to avoid US government shutdown
[Reuters] US government shutdown: What is it and who would be affected?
[Reuters] GM, Stellantis dealers and customers face dwindling parts as UAW strike expands
[CNBC] Credit card losses are rising at the fastest pace since the Great Financial Crisis
[Yahoo/Bloomberg] Charting the Global Economy: Fed, BOE Deliver Hawkish Holds
[Reuters] Even China's 1.4 billion population can't fill all its vacant homes, former official says
[Reuters] German housing prices show sharpest drop since 2000 year over year, statistics office says
[Reuters] Exclusive: Biden aides in talks with Vietnam for arms deal that could irk China
[WSJ] The Hedge Fund Meltdown That Rescued Your Stock Portfolio
[WSJ] Higher for Longer Interest Rates Threaten Fintech
[FT] US government heads for shutdown as Republicans squabble over spending
[FT] The risks of money-market funds need careful watching
[FT] EU trade chief warns of ‘new areas of concern’ in China relationship
[Yahoo/Bloomberg] Futures Signal Some Respite After Bruising Week: Markets Wrap
[Reuters] Yen falls after BOJ stands pat on easy policy; dollar elevated
[Yahoo/Bloomberg] Oil Rises Toward $94 as Tightening Market Vies With Hawkish Fed
[Yahoo/Bloomberg] Another Yield High as US 10-Year Jumps Above Key 4.5% Level in Post-Fed Bond Rout
[Yahoo/Bloomberg] House Republicans Are Charging Toward a Government Shutdown
[Yahoo/Bloomberg] BofA Says Rate Worries Spark Biggest Stock Outflows This Year
[Reuters] Fed is cutting staff after more than a decade of payroll growth
[Yahoo/Bloomberg] BOJ’s Ueda Tamps Down Speculation of Rate Hike, Pressuring Yen
[Reuters] BOJ keeps ultra-loose policy, dovish guidance on outlook
[Reuters] Japan's Aug inflation stays above BOJ target for 17th month
[Yahoo/Bloomberg] China’s Yuan Defense Runs the Risk of Hurting Global Bond Demand
[Reuters] A year after budget crisis, UK debt faces fresh pensions headwind
[Yahoo/Bloomberg] Weak Euro-Area PMI Data Suggest Economy Facing Contraction
[Reuters] China, India lead Asia's biggest hydropower crunch in decades
[Bloomberg] Yen Bears May Come Roaring Back After BOJ Stands Pat: Watchers
[Bloomberg] Two of China’s Strongest Developers Face Ratings Cuts by Moody’s
[NYT] Real Estate Crisis Triggers New Alarms Over China’s Shadow Banks
[WSJ] Japan Waits on Interest-Rate Increases, Although Inflation Runs Above Target
[WSJ] Central Banks Near Rate Peak, but Economic Toll Yet to Be Counted
[FT] How Xi Jinping is taking control of China’s stock market
[FT] El-Erian: The plight of the ‘permacrisis’ and what to do about it
[Yahoo/Bloomberg] Stocks Drop on Hawkish Fed; Pound Falls: Markets Wrap
[Yahoo/Bloomberg] China Stocks Set for 10-Month Low as Economic Pessimism Persists
[Reuters] Oil falls as rate hike expectations offset US stock draw
[Yahoo/Bloomberg] Traders on Intervention Watch as Yen Hovers Below 150 to Dollar
[Yahoo/Bloomberg] Bond Traders See Yields Marching Higher After September Fed Meeting
[AP] US applications for jobless benefits fall to lowest level in nearly 8 months
[Reuters] US employers to see biggest healthcare cost jump in a decade in 2024
[Yahoo/Bloomberg] BOE Keeps Rates Unchanged for First Time in Almost Two Years
[Yahoo/Bloomberg] SNB Holds and Nordics Hike With Higher for Longer Now in Sight
[Yahoo/Bloomberg] BOJ Meets With Yen and Ueda’s View on Rates in Focus: Day Guide
[Yahoo/Bloomberg] ECB’s Nagel Says Too Soon to Declare Rates Reached Plateau
[CNBC] Turkey’s central bank hikes interest rate to 30%
[Reuters] Exclusive: China scrutinises quant strategies as market weakness stokes public anger - sources
[Reuters] Russia strikes Ukrainian energy facilities in biggest attack in weeks
[Reuters] India suspends visa services for Canadians as stand-off escalates
[Reuters] Canada's allies in a bind as tensions rise with India over Sikh leader's murder
[Reuters] U.S. revives Cold War submarine spy program to counter China
[Reuters] South Korea's Yoon tells UN that Russia helping North Korea would be 'direct provocation'
[Reuters] Syria's Assad in China, seeks exit from diplomatic isolation
[Bloomberg] Traders on Intervention Watch as Yen Hovers Below 150 to Dollar
[Bloomberg] More US Colleges Are at Risk of Closing or Merging, Fitch Says
[NYT] Fed Aims for Soft Landing With a Rate Pause and a Pledge to Move ‘Carefully’
[WSJ] Higher Interest Rates Not Just for Longer, but Maybe Forever
[WSJ] How U.S. Households Got Turned Upside Down by Higher Interest Rates
[WSJ] U.S. Sends Drone Ships to Western Pacific in First Deployment Near China
[WSJ] China’s Fighter Jets Aren’t Just Flying Around Taiwan. They’re Practicing.
[FT] Federal Reserve hardens commitment to ‘higher for longer’ interest rates
[FT] Bundesbank warns eurozone must avoid entrenched inflation ‘at all costs’
[FT] Foreign investors still shunning China despite signs of upturn
[Yahoo/Bloomberg] Stocks Edge Higher Before Fed; Pound Falls: Markets Wrap
[CNBC] 10-year Treasury yield retreats from high last seen in 2007 as Fed policy decision looms
[Reuters] Oil falls ahead of Fed rate decision
[AP] What will Federal Reserve do next? Any hint of future rate hikes will be key focus of latest meeting
[Reuters] Fed projections to show if 'soft landing' is new baseline ... or baseless
[Yahoo Finance] Fed expected to stand pat, signal another rate hike
[Dow Jones] Eyes Are on Fed's Dot Plot; Inflation Risk Rises as Oil Prices Surge
[Reuters] UAW strikes at automakers highlight skyrocketing US CEO pay
[CNBC] Weekly mortgage demand increases, driven by a strange surge in refinancing
[AP] Homeowners face rising insurance rates as climate change makes wildfires, storms more common
[Yahoo Finance] Wall Street's biggest fear gauge has been quiet. That's likely about to change
[Reuters] UK inflation fall throws BoE a curveball before rates decision
[Reuters] China keeps benchmark rates unchanged as economy finds footing
[Reuters] China pledges to accelerate introduction of more economic policies
[Reuters] China's property crisis weighs on developing Asia's 2023 growth outlook - ADB
[Yahoo/Bloomberg] BOJ Speculation Moves to Negative Rate Policy From Yield Cap
[Reuters] Japan's top currency diplomat says Tokyo in close contact with US on FX moves
[Reuters] China urges deeper trade ties with Russia despite Western rebuke
[AP] Kremlin says Russia and China must edge closer to counter Western efforts to contain them
[Reuters] China exported no germanium, gallium in Aug after export curbs
[Bloomberg] US Home Insurance ‘Bubble’ Closer to Popping as Climate Risks Mount
[NYT] What to Watch at the Fed’s September Meeting
[WSJ] Fed Debates When to Stop Raising Rates. What to Watch at Wednesday’s Meeting
[WSJ] America’s Biggest Landlords Can’t Find Houses to Buy Either
[WSJ] Thought the U.S. Office Market Was Bad? Try China
[FT] US Federal Reserve set to hold rates at 22-year high
[FT] Is China exporting deflation to the rest of the world?
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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