Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[CNBC] Stocks rise as Senate nears deal to end the government shutdown: Live updates
[Yahoo/Bloomberg] Gold Surges as US Push to End Shutdown Turns Attention to Fed
[Axios] Senate votes to move forward with deal to end government shutdown
[Axios] "It's complete BS": Dems go ballistic over Senate shutdown deal
[Yahoo/Bloomberg] Data Centers in Nvidia’s Hometown Stand Empty Awaiting Power
[Yahoo/Telegraph] AI’s golden boy under pressure as ChatGPT burns through billions
[Yahoo/Reuters] US law firms saw demand surge in third quarter - report
[Axios] DOJ's No. 2 frames legal fight as "war" on judges, state bars
[Yahoo/Bloomberg] TSMC Posts Slowest Growth in 18 Months Amid AI Bubble Debate
[Reuters] Japan's stimulus plan to urge BOJ focus on boosting growth, draft outline shows
[Reuters] China's internet firms cautiously revive lending as Beijing pushes consumer loans
[Yahoo/Bloomberg] BOJ Summary Indicates Chance of December Interest Rate Hike
[Bloomberg] Tricolor's Frantic End Was Sparked by a Phone Call From JPMorgan
[Bloomberg] US Ports Facing ‘Goods Recession’ Amid Holiday Lull, Tariff Woes
[Bloomberg] Japan’s Takaichi Eyes Stimulus Package to Jump-Start Growth Plan
[Bloomberg] How Chinese Real Estate Became the Biggest Bubble in History
[WSJ] Senate Clears Key Hurdle Toward Ending Government Shutdown
[WSJ] Democrats Fume Over Deal to End Government Shutdown
[WSJ] Feeling Great About the Economy? You Must Own Stocks
[WSJ] Microsoft’s Dealings With OpenAI Still Need a Lot More Sunlight
[FT] The new crop of rating agencies behind the private credit boom
[FT] Saylor vs Chanos: a short story
[FT] The world is struggling to halt climate change. But can it adapt?
[FT] Can the US break China’s grip on rare earths?
[FT] Trump’s clean energy cuts hobble solar and wind build-out
[FT] The nuclear arms race is back
[CNBC] Stocks rise as Senate nears deal to end the government shutdown: Live updates
[Yahoo/Bloomberg] Gold Surges as US Push to End Shutdown Turns Attention to Fed
[Axios] Senate votes to move forward with deal to end government shutdown
[Axios] "It's complete BS": Dems go ballistic over Senate shutdown deal
[Yahoo/Bloomberg] Data Centers in Nvidia’s Hometown Stand Empty Awaiting Power
[Yahoo/Telegraph] AI’s golden boy under pressure as ChatGPT burns through billions
[Yahoo/Reuters] US law firms saw demand surge in third quarter - report
[Axios] DOJ's No. 2 frames legal fight as "war" on judges, state bars
[Yahoo/Bloomberg] TSMC Posts Slowest Growth in 18 Months Amid AI Bubble Debate
[Reuters] Japan's stimulus plan to urge BOJ focus on boosting growth, draft outline shows
[Reuters] China's internet firms cautiously revive lending as Beijing pushes consumer loans
[Yahoo/Bloomberg] BOJ Summary Indicates Chance of December Interest Rate Hike
[Bloomberg] Tricolor's Frantic End Was Sparked by a Phone Call From JPMorgan
[Bloomberg] US Ports Facing ‘Goods Recession’ Amid Holiday Lull, Tariff Woes
[Bloomberg] Japan’s Takaichi Eyes Stimulus Package to Jump-Start Growth Plan
[Bloomberg] How Chinese Real Estate Became the Biggest Bubble in History
[WSJ] Senate Clears Key Hurdle Toward Ending Government Shutdown
[WSJ] Democrats Fume Over Deal to End Government Shutdown
[WSJ] Feeling Great About the Economy? You Must Own Stocks
[WSJ] Microsoft’s Dealings With OpenAI Still Need a Lot More Sunlight
[FT] The new crop of rating agencies behind the private credit boom
[FT] Saylor vs Chanos: a short story
[FT] The world is struggling to halt climate change. But can it adapt?
[FT] Can the US break China’s grip on rare earths?
[FT] Trump’s clean energy cuts hobble solar and wind build-out
[FT] The nuclear arms race is back
[Reuters] Wall St Week Ahead Investors watching US economic signs as market pulls back, tech teeters
[AP] Government shutdown reaches its 40th day as senators work through a crucial weekend
[Yahoo/Reuters] Fear Is Coming Back to the Junk Bond Market
[Yahoo Finance] Hiring has dramatically slowed': What private data says about America's job engine
[CNBC] China consumer prices return to growth in October, producer price slump extends to three years
[AP] Ukrainian strikes disrupt power and heating to 2 major cities in Russia
[AP] Landmark Paris Agreement set a path to slow warming. The world hasn’t stayed on it
[NYT] Airport Disruptions May Get Worse This Week
[NYT] China Suspends Export Controls on More Critical Minerals
[WSJ] Americans See a Government That Can’t Solve Their Problems
[WSJ] The Year’s Hottest Crypto Trade Is Crumbling
[WSJ] In America’s Suburbs, Frustrated Middle-Class Voters Are Up for Grabs
[WSJ] Inside Trump’s ‘Guns-a-Blazing’ Threat and Nigeria’s Race to Head It Off
[FT] Gulf between rich and poor risks US downturn, Fed official warns
[Politico] Trump clings to filibuster demand as shutdown drags on
[AP] What to know about the flight cancellations at US airports caused by the government shutdown
[AP] Republicans swat down Democratic offer to end shutdown as impasse continues into 38th day
[Axios] Trump scrambles for minerals to break dependence on China
[Yahoo/Bloomberg] Trump Orders DOJ to Probe Meatpackers as Beef Prices Soar
[Reuters] Trump says no US government official will attend G20 summit in South Africa
[Yahoo/Telegraph] Britain faces worst decade of growth in a century
[Bloomberg] How Affordability Became the Year’s Defining Political Issue
[Bloomberg] What Will Trump Buy Next? Hunt Is On for White House Stock Picks
[NYT] Debt Has Entered the A.I. Boom
[NYT] A.I. Isn’t the Only Thing Pushing Up Electricity Bills. (But It’s Mostly A.I.)
[WSJ] The Week the AI Boom Got a Reality Check on Wall Street
[FT] ‘A perfect storm’: how New York’s affordability crisis reshaped its politics
[FT] BlackRock to wind down fund that invested in failed car lender Tricolor
[FT] Non-bank lenders may be fair-weather friends
[FT] Corporate America posts best earnings in 4 years despite tariffs
[FT] The AI boom comes to America’s loneliest place
[CNBC] Stocks fall Friday with tech shares weak again, Nasdaq headed for big weekly loss: Live updates
[Yahoo/Bloomberg] Stocks Face ‘Critical Tipping Point’ as Key Thresholds Tested
[AP] Travelers face cancellations and frustration as the FAA orders flight cuts due to the shutdown
[Reuters] Impact of US government shutdown far worse than expected, White House adviser says
[AP] ‘No hire’ job market leaves unemployed in limbo as threats to economy multiply
[Yahoo/Bloomberg] How New US Tariff Doubts Will Play Out Among Trade Partners
[Yahoo/Reuters] US to block Nvidia's sale of scaled-down AI chips to China, The Information reports
[Yahoo/Bloomberg] Fed’s December Rate Decision Won’t Come Easy, Even if Shutdown Ends Soon
[Yahoo/Reuters] Fed's Williams: Fed may soon need to expand balance sheet for liquidity needs
[Yahoo Finance] Fed’s Jefferson supported last week’s rate cut, but wants to move slowly on further cuts
[Axios] The affordability crisis, once Biden's, is now Trump's
[CNBC] China’s exports unexpectedly contract in October as shipments to U.S. drop 25%
[Yahoo/Reuters] Japan PM Takaichi fills panel posts with advocates of big spending
[AP] China seeks to project power far beyond its coast with the new Fujian aircraft carrier
[Axios] "Against humanity": World leaders slam Trump at COP30 climate summit
[Bloomberg] Jefferson Says Fed Should Proceed Slowly as It Nears Neutral
[Bloomberg] Fed’s Williams Says Bank Reserves Close to Key ‘Ample’ Level
[Bloomberg] US Shutdown Compounds Worst Year for Currency Trading Since 2005
[Bloomberg] Japan’s PM Takaichi Says Nation’s Economic Policy Has Changed
[Bloomberg] Ukraine Says Drones Hit Petrochemical Plant in Russia’s Urals
[NYT] The Fed’s Recent Rate Decisions Have Been Divisive. It Is Likely to Get Worse.
[NYT] Lawsuits Blame ChatGPT for Suicides and Harmful Delusions
[NYT] China Suspends Some Export Controls on Critical Minerals but Retains Others
[WSJ] Fed’s Williams Expects Central Bank to Return to Asset Purchases Soon
[WSJ] OpenAI CEO Says U.S. Shouldn’t Bail Out AI Companies
[WSJ] How the Lowly Soybean Got Trapped in the Crossfire of the U.S.-China Trade Wars
[FT] Tett: Beware the three Ls: leverage, liquidity and lunacy
[FT] Why American-style polarisation is spreading across the west
[CNBC] Stocks are steady as traders eye AI trade, Supreme Court on tariffs: Live updates
[AP] Shutdown progress in doubt as Democrats grow emboldened from election wins
[Reuters] Supreme Court's 'major questions' doctrine looms over fate of Trump's tariffs
[AP] Trump has other tariff options if the Supreme Court strikes down his worldwide import taxes
[CNBC] Job cuts in October hit highest level for the month in 22 years, Challenger says
[Axios] Why the AI executives are mad at their investors
[Yahoo/Bloomberg] Mamdani’s ‘Trump-Proofing NYC’ Campaign Sets Up Fight With White House
[Reuters] Bank of England holds rates in knife-edge vote that hints at December cut
[Reuters] Russia's Volgograd oil refinery halts operations after Ukrainian drone attack, sources say
[Bloomberg] The Fed’s New Patience Recognizes Reality
[Bloomberg] UBS Boss Is Right on Private Credit Rating Risks
[Bloomberg] The AI Bubble Has Sucked in France and Germany, Too
[Bloomberg] Ukraine Claims Drone Attack at Lukoil Oil Refinery in Russia
[NYT] What a Rough Day in Court Means for Trump’s Tariffs
[WSJ] U.S. to Reduce Flight Traffic by 10% at 40 Airports Because of Shutdown
[WSJ] A Justice-by-Justice Breakdown on Trump’s Tariffs
[WSJ] Employers Cut More Than a Million Jobs This Year
[WSJ] Economic Anger Once Again Punishes the Party in Power
[WSJ] AI Is Accelerating Tech Giants’ Dominance of the Ad Market
[WSJ] Trump’s Tariffs Are a Massive Money Grab. That’s Why They Are in Trouble.
[WSJ] Trump Expresses Reservations Over Strikes in Venezuela to Top Aides
[FT] Utah’s First Brands whale even leased the office furniture
[FT] US adds ‘poison pills’ to Asia trade pacts to counter China
[FT] Leverage creeps into gilts market as insurers seek to boost returns
[FT] Life insurer Brighthouse agrees to $4.1bn takeover by Aquarian
[FT] China borrows as cheaply as US in dollar bond market
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.
