Credit Bubble Bulletin

Daily and Weekly Financial News and Analysis Presented by Doug Noland

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Credit Bubble Daily • Dec 09 2023
Saturday, December 9, 2023

[Reuters] Wall St Week Ahead Year-end rally in US stocks faces twin tests as Fed, inflation data loom [Yahoo/Bloomberg] Decisive moment arrives with $4 [...]

Doug Noland Posted on Dec 9, 2023
Credit Bubble Weekly • Dec 09 2023
December 8, 2023: Repo Madness: Q3 2023 Z.1

Setting the stage for analysis of the Fed’s new Z.1, Q3 was not your typical quarter. For starters, GDP posted a 5.2% growth rate, more than doubling Q2’s [...]

Doug Noland Posted on Dec 9, 2023
Credit Bubble Daily • Dec 08 2023
Friday, December 8, 2023

[Yahoo/Bloomberg] Wall Street on Hold as Jobs to Test Fed-Pivot Bets: Markets Wrap [Yahoo/Bloomberg] China Stocks Test Critical Support Levels as Selloff [...]

Doug Noland Posted on Dec 8, 2023
Credit Bubble Daily • Dec 07 2023
Thursday, December 7, 2023

[Yahoo/Bloomberg] Stocks and Bonds Churn as BOJ Rattles Traders: Markets Wrap [Yahoo/Bloomberg] Global Bond Rally Stalls as BOJ Hike Bets Meets US Jobs Caution [...]

Doug Noland Posted on Dec 7, 2023
Credit Bubble Daily • Dec 06 2023
Wednesday, December 6, 2023

[Yahoo/Bloomberg] Stocks Keep Rate-Cut Faith as Bond Rally Falters: Markets Wrap [Reuters] Oil drops as markets mull OPEC+ cuts’ efficacy, China demand [...]

Doug Noland Posted on Dec 6, 2023
Credit Bubble Daily • Dec 05 2023
Tuesday, December 5, 2023

[Yahoo/Bloomberg] Stocks Slip as Doubt Swirls Over Soft-Landing Bets: Markets Wrap [Yahoo/Bloomberg] Repo-Market Spikes Conjure Memories of September 2019 US [...]

Doug Noland Posted on Dec 5, 2023
Credit Bubble Daily • Dec 04 2023
Monday, December 4, 2023

[Yahoo/Bloomberg] Bonds, Stocks in Retreat as Rate Realism Seeps In: Markets Wrap [Reuters] Oil falls on demand fears and doubts over OPEC+ cuts [AP] This [...]

Doug Noland Posted on Dec 4, 2023
Credit Bubble Daily • Dec 03 2023
Sunday, December 3, 2023

[AP] Israeli offensive shifts to crowded southern Gaza, driving up death toll despite evacuation orders [Yahoo Finance] Homebuyer conundrum: If mortgage rates [...]

Doug Noland Posted on Dec 3, 2023
Credit Bubble Daily • Dec 02 2023
Saturday, December 2, 2023

[Reuters] Wall St Week Ahead Tax-loss selling, ‘Santa rally’ could sway U.S. stocks after November melt-up [Reuters] Israel bombards southern Gaza [...]

Doug Noland Posted on Dec 2, 2023
Credit Bubble Weekly • Dec 02 2023
December 1, 2023: Rule of Thumb

Let’s get November documented, starting with notable headlines: “Biggest Blowout in Bonds Since the 1980s Sparks Everything Rally.” “S&P 500 Has [...]

Doug Noland Posted on Dec 2, 2023
Credit Bubble Daily • Dec 01 2023
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] [...]

Doug Noland Posted on Dec 1, 2023
Credit Bubble Daily • Nov 30 2023
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+ [...]

Doug Noland Posted on Nov 30, 2023
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