Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] S&P 500 rises after Nvidia gains, CPI comes in as expected: Live updates
[Yahoo/Bloomberg] Gold Climbs as Market Digests Mixed US Messages on Trade Talks
[Yahoo/Bloomberg] Japan Bond Rout Touches New Pain Point as 10-Year Yield Rises
[Reuters] Investors brace for Japan bond market blowout as national election nears
[AP] US inflation accelerated in June as Trump’s tariffs start to bite
[CNBC] Nvidia says it will resume H20 AI chip sales to China ‘soon,’ following U.S. government assurances
[Yahoo/Reuters] US Treasury Secretary Bessent says ‘formal process’ for Powell successor has started, Bloomberg News reports
[Yahoo/Bloomberg] Bessent Suggests Powell Should Leave Fed Board in May
[Axios] How the Fed sets rates — and why Powell can't do what Trump wants alone
[Yahoo/Bloomberg] Fed Chair Contender Is Now in Favor of Cutting Rates, Just as Trump Wants
[Yahoo/Reuters] JPMorgan CEO Dimon says Fed independence 'absolutely critical'
[Yahoo/Bloomberg] Trump’s 50% Copper Tariffs Jolt US Market as Buyers Slash Imports and Delay Orders
[MarketWatch] Housing market is sending a stark warning to the U.S. economy, Moody’s economist says
[Yahoo/Bloomberg] BlackRock Hits Record $12.5 Trillion in Assets Amid Turmoil
[CNBC] China’s second-quarter GDP tops expectations at 5.2%, easing stimulus pressure
[Reuters] China's June new home prices fall at fastest monthly pace in 8 months
[Bloomberg] Bessent Tells Markets Not to Worry About China Tariff Deadline
[Bloomberg] Dudley: Bessent’s Interest Rate Bet Could Be a Big Loser
[Bloomberg] Brazilians Back Lula Against Trump, Calling Tariffs Unjustified
[Bloomberg] Japanese Bonds Risk Liz Truss Moment as Election Jolts Market
[Bloomberg] European Long Bonds Are Near Their Sell-By Date
[Bloomberg] Japan’s Ruling Parties at Risk of Losing Upper House Majority
[Bloomberg] Is the Dollar’s Era of Exorbitant Privilege Ending?
[Bloomberg] Drought Spreads in England After Driest Start to Year Since 1976
[NYT] For Big Banks, the Trump Era Is Proving Profitable Thus Far
[NYT] PBS and NPR’s Last-Ditch Fight to Save Funding
[WSJ] Trump Bets Constantly Shifting Tariff Strategy Can Remake Global Trade
[WSJ] Europe Draws Up Retaliatory Tariffs for U.S. Goods in Case No Trade Deal Is Reached
[WSJ] Post-Crisis Rules to Keep Banks Safe Are on the Way Out
[WSJ] Japan Bond Yields’ Surge Signals Growing Fiscal Fears as Election Looms
[WSJ] China’s Economy Slows in Line With Expectations
[FT] Japan’s 10-year yield hits highest level since 2008 financial crisis
[FT] Donald Trump asked Volodymyr Zelenskyy if Ukraine could hit Moscow, say people briefed on call
[CNBC] S&P 500 rises after Nvidia gains, CPI comes in as expected: Live updates
[Yahoo/Bloomberg] Gold Climbs as Market Digests Mixed US Messages on Trade Talks
[Yahoo/Bloomberg] Japan Bond Rout Touches New Pain Point as 10-Year Yield Rises
[Reuters] Investors brace for Japan bond market blowout as national election nears
[AP] US inflation accelerated in June as Trump’s tariffs start to bite
[CNBC] Nvidia says it will resume H20 AI chip sales to China ‘soon,’ following U.S. government assurances
[Yahoo/Reuters] US Treasury Secretary Bessent says ‘formal process’ for Powell successor has started, Bloomberg News reports
[Yahoo/Bloomberg] Bessent Suggests Powell Should Leave Fed Board in May
[Axios] How the Fed sets rates — and why Powell can't do what Trump wants alone
[Yahoo/Bloomberg] Fed Chair Contender Is Now in Favor of Cutting Rates, Just as Trump Wants
[Yahoo/Reuters] JPMorgan CEO Dimon says Fed independence 'absolutely critical'
[Yahoo/Bloomberg] Trump’s 50% Copper Tariffs Jolt US Market as Buyers Slash Imports and Delay Orders
[MarketWatch] Housing market is sending a stark warning to the U.S. economy, Moody’s economist says
[Yahoo/Bloomberg] BlackRock Hits Record $12.5 Trillion in Assets Amid Turmoil
[CNBC] China’s second-quarter GDP tops expectations at 5.2%, easing stimulus pressure
[Reuters] China's June new home prices fall at fastest monthly pace in 8 months
[Bloomberg] Bessent Tells Markets Not to Worry About China Tariff Deadline
[Bloomberg] Dudley: Bessent’s Interest Rate Bet Could Be a Big Loser
[Bloomberg] Brazilians Back Lula Against Trump, Calling Tariffs Unjustified
[Bloomberg] Japanese Bonds Risk Liz Truss Moment as Election Jolts Market
[Bloomberg] European Long Bonds Are Near Their Sell-By Date
[Bloomberg] Japan’s Ruling Parties at Risk of Losing Upper House Majority
[Bloomberg] Is the Dollar’s Era of Exorbitant Privilege Ending?
[Bloomberg] Drought Spreads in England After Driest Start to Year Since 1976
[NYT] For Big Banks, the Trump Era Is Proving Profitable Thus Far
[NYT] PBS and NPR’s Last-Ditch Fight to Save Funding
[WSJ] Trump Bets Constantly Shifting Tariff Strategy Can Remake Global Trade
[WSJ] Europe Draws Up Retaliatory Tariffs for U.S. Goods in Case No Trade Deal Is Reached
[WSJ] Post-Crisis Rules to Keep Banks Safe Are on the Way Out
[WSJ] Japan Bond Yields’ Surge Signals Growing Fiscal Fears as Election Looms
[WSJ] China’s Economy Slows in Line With Expectations
[FT] Japan’s 10-year yield hits highest level since 2008 financial crisis
[FT] Donald Trump asked Volodymyr Zelenskyy if Ukraine could hit Moscow, say people briefed on call
[CNBC] Stocks slide on more Trump tariff letters, but are off worst levels of session: Live updates
[Yahoo/Bloomberg] Japanese Bonds Tumble as Fiscal Worries Mount Before Election
[Yahoo/Bloomberg] Silver Extends Surge to Almost 14-Year High on Tight Market
[Yahoo/Bloomberg] Oil Rises on Strong Chinese Data, US Moves on War in Ukraine
[Yahoo/Bloomberg] Gold Gains as Trump Doubles Down on Tariffs Before Deadline
[Reuters] Hassett says White House probing Fed renovation costs, authority to fire Powell
[Yahoo/Bloomberg] Trump Tariff Salvos Push Economies to Seek to Broaden Trade Ties
[Reuters] Why Trump's push for a 1% Fed policy rate could spell trouble for US economy
[Yahoo/Reuters] Hedge funds dump banks, buy the dip in consumer staples, Goldman Sachs says
[Axios] Trump to announce "aggressive" Ukraine weapons plan
[Reuters] Trump says US will send Patriot missiles to Ukraine
[BBC] The 'strongman' PM who inspired Trump's playbook - but now finds his power crumbling
[Yahoo/Bloomberg] China Emerges From Trade Chaos With Record Exports, Surplus
[Yahoo/Bloomberg] China Banks Stoke Controversy With Loans to Boost Pensions
[Bloomberg] EU Warns Trump’s Tariff Threat Is Danger to Transatlantic Trade
[Bloomberg] BOJ Is Said Likely to Consider Raising Inflation Forecast
[Bloomberg] China Credit Growth Tops Forecasts as PBOC Watches Easing Impact
[NYT] Companies in Europe Are Frozen as Tariff Uncertainty Drags On
[WSJ] Jamie Dimon Says Private Credit Is Dangerous—and He Wants JPMorgan to Get In on It
[WSJ] The Federal Government Is Retreating From Student Lending
[WSJ] How China’s Military Is Flexing Its Power in the Pacific
[FT] EU warns Trump’s 30% tariffs would eliminate transatlantic trade
[FT] Japan faces an era-defining reset with the US
[Ft] Chinese biotech shares surge as Big Pharma looks to license cancer treatments
[Reuters] Wall St Week Ahead: Earnings, inflation data confront resilient US stocks rally
[Reuters] Trump intensifies trade war with threat of 30% tariffs on EU, Mexico
[CNBC] Federal Reserve quietly responds to Trump administration attacks over renovation
[AP] The EU is delaying retaliatory tariffs on U.S. goods, in hopes of reaching a deal by Aug. 1
[Bloomberg] US Inflation to Pick Up on More Tariff Pass-Through
[Bloomberg] Worst Spate of Downgrades Since 2021 Signals Pain
[Bloomberg] Trump Patience on Tariffs Runs Thin as Nations Jostle for Deals
[NYT] After Months of Negotiations, Trump Imposes More Tariffs on Mexico
[NYT] Tariffs on Brazil Could Leave Coffee Drinkers With a Headache
[WSJ] Trump Says 200% Pharma Tariffs Are Coming. Wall Street Shrugs.
[WSJ] The Private-Equity Maneuver Allowing More Investors to Cash Out
[FT] Manufacturers plead for US tariff clarity before copper stockpiles dwindle
[Yahoo/Reuters] Trump announces 30% tariffs on EU, Mexico
[AP] 30% US tariff on European goods threatens to shake up a key trade relationship
[Politico] EU ready to retaliate after Trump hits bloc with 30 percent tariff
[Politico] White House probe fuels speculation Trump could oust Fed chief Powell
[AP] Trump’s sudden shifts make his policies baffling to countries trying to negotiate lower tariffs
[Yahoo/Reuters] US online spending surges $24.1 billion as steep discounts boost sales, Adobe says
[Yahoo/Reuters] Oil Market’s Focus Shifts to Demand as Trump Reignites Trade War
[AP] Russia warns US, South Korea and Japan against forming security alliance targeting North Korea
[Axios] "You could never have enough": Militaries scramble for air defense interceptors
[Bloomberg] Trump Says US to Impose 30% Tariffs on EU, Mexico Next Month
[Bloomberg] Risk of Powell Ouster Is Underpriced, Deutsche Bank Strategist Says
[NYT] Fed Defends Renovations as White House Widens Attacks on Central Bank
[WSJ] Trump Threatens 30% Tariffs on EU, Mexico
[WSJ] White House Seizes on Fed Renovations as Opening to Oust Powell
[WSJ] ‘Tariff Man’ Strikes Again—at Canada
[WSJ] America’s Brain Drain Could Become the World’s Brain Gain
[WSJ] Investors Get New Breaks on Capital-Gains Taxes in Trump Law
[WSJ] In the Hills of Australia, Pacific Allies Are Training to Fight China
[FT] Trump says he will impose 30% tariffs on the EU and Mexico from August 1
[FT] US demands to know what allies would do in event of war over 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
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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