Credit Bubble Bulletin

Presented by Doug Noland since 2012

Credit Bubble Daily
Friday, December 1, 2023
[Yahoo/Bloomberg] Stocks Edge Lower, Dollar Steady Before Powell: Markets Wrap [Reuters] Oil prices stabilise after slump on underwhelming OPEC+ cuts [Reuters] Scores reported killed in Gaza after Israel-Hamas truce collapses [Reuters] Morning Bid: Powell's final shot to shape markets before December Fed meeting [Reuters] Did pandemic central banking work? Fed review to eye inflation, jobs tradeoffs [Yahoo/Bloomberg] Fed’s Barr Wants Banks Using Discount Window for Liquidity Needs [Yahoo/Bloomberg] Fears of a New World War Prey on Hedge Fund Titans and Policymakers Alike [Yahoo/Bloomberg] Evergrande Creditors Demand Controlling Stakes in New Proposal [Reuters] Asia factory activity weakens, uncertainty on China clouds outlook [Yahoo/Bloomberg] BOJ’s Paper Loss on Bond Holdings Balloons to Record [Yahoo/Bloomberg] Short Sellers See $80 Billion Hit as November Rally Upends Bets [Politico] Ukraine blows up main railway connection between Russia and China [Bloomberg] Americans Are Finally Turning Frugal After Splurging Over Summer [WSJ] Fed’s Interest Rate Hikes Are Probably Over, but Officials Are Reluctant to Say So [WSJ] The Big Risk Causing Investors to Shun China [FT] Restructure or liquidate? Deadline looms for China’s Evergrande [FT] Two executives of groups linked to troubled Chinese shadow bank go missing  
Thursday, November 30, 2023
[Yahoo/Bloomberg] Stocks Gain Before US Inflation Data; Euro Sinks: Markets Wrap [Yahoo/Bloomberg] Oil Advances for Third Day Ahead of High-Stakes OPEC+ Meeting [Yahoo/Bloomberg] Chinese Stocks Sit Out November’s Global Rally on Economic Woes [CNBC] Fed’s favorite gauge shows inflation rose 0.2% in October and 3.5% from a year ago, as expected [Dow Jones] Jobless claims tick higher in latest week, reaching highest level in 2 years [Reuters] Hamas says it agrees to extend truce with Israel [Reuters] OPEC+ agrees preliminary oil cut deal of over 1 million bpd, sources say [Yahoo/Bloomberg] Biggest Blowout in Bonds Since the 1980s Sparks Everything Rally [Yahoo/Bloomberg] Citadel and Its Peers Are Piling Into the Same Trades. Regulators Are Taking Notice [Reuters] How hedge funds view the fate of king dollar [Yahoo Finance] Canadian economy shrank 1.1 per cent in Q3 on annualized basis, StatCan says [Yahoo/Bloomberg] China Misses Out on Everything Rally With Economy in Doldrums [Reuters] Chinese factories slip deeper into contraction, more policy support likely [Reuters] Exclusive: China Evergrande seeks to avoid liquidation with last-ditch debt plan [Yahoo/Bloomberg] Chinese Builder Powerlong Defaults on Dollar-Bond Payment [Yahoo/Bloomberg] China Investment Bank Bans Displays of Wealth [Reuters] Euro zone inflation tumble pits ECB against markets [Yahoo/Bloomberg] Euro-Zone Crisis Doom Loop Revisited by S&P in Warning for 2024 [Yahoo/Bloomberg] India Economic Growth Beats Estimates as Manufacturing Gains [Reuters] Taiwan president: China too 'overwhelmed' to consider invasion [Reuters] Taiwan reports more Chinese military activity as election nears [Bloomberg] Banking Escapees Make Billions From Private Credit Boom [Bloomberg] Hong Kong’s Failed Land Tenders Spike to Record High [WSJ] Consumers Pulled Back on Spending in October [WSJ] China’s Economy Is Stuck in a Vicious Cycle [FT] Federal Reserve not ready to start talking about interest rate cuts [FT] Rate cut hopes trigger rush into risky assets [FT] How Huawei surprised the US with a cutting-edge chip made in China [FT] World heading for hot 2024 after records ‘shattered’ in 2023, says WMO
Wednesday, November 29, 2023
[Yahoo/Bloomberg] Gold Holds Rally to Six-Month High on Bets for Fed Rate Pivot [Yahoo/Bloomberg] Stocks Advance With Treasuries as Pivot Bets Grow: Markets Wrap [Yahoo/Bloomberg] Oil Climbs Again With OPEC+ Meeting and Fed Signals in Focus [Reuters] Israel, Hamas seek new deal to extend Gaza truce on final day [AP] US economic growth for last quarter is revised up to a 5.2% annual rate [CNBC] Mortgage demand from homebuyers gets a boost as interest rates continue to fall [Reuters] Morning Bid: Waller to Wall St, Fed's on the turn [Yahoo/Bloomberg] OECD Sees Fed, ECB Keeping Tight Policy Longer Than Market View [Yahoo Finance] Fed governors Bowman, Waller clash on direction of interest rates [Reuters] GM sees $9.3 billion hit from labor deals, outlines $10 billion stock buyback [Axios] Americans' savings are dwindling, new poll shows [Yahoo/Bloomberg] The $7 Trillion ETF Boom Gets Blamed Again for Dumb Stock Moves [Reuters] Hedge funds suffer net $7.6 bln outflows in October - eVestment [Reuters] Debt-laden China's local governments scramble to rescue small banks with $21 bln in special bonds [Reuters] BOJ policymaker says premature to debate exit from ultra-low rates [Reuters] Europe's Signa toppled in property rout [Yahoo/Bloomberg] German Inflation Sinks More Than Expected as Energy Retreats [Axios] China’s push for influence in Micronesia tests U.S. power in the Pacific [AP] Putin accuses the West of trying to ‘dismember and plunder’ Russia in a ranting speech [Bloomberg] Risky Bonds Decimated By Credit Suisse Implosion Are Booming Again [FT] US bonds on track for best month in nearly 40 years [FT] OECD says markets wrong on interest rate cuts [FT] Japanese bank regulators on alert for SVB-style rate risks  
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