MARKET NEWS / CREDIT BUBBLE DAILY

Friday, November 21, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Friday, November 21, 2025
Doug Noland Posted on November 21, 2025

[CNBC] Stocks rebound after Fed’s Williams revives December rate cut hopes: Live updates

[AP] Asian stocks track Wall Street’s drop, erasing previous day’s gains

[Yahoo/Bloomberg] Wildest Trading Day Since Tariff Shock to Test Dip Buyers’ Nerve

[Yahoo/Bloomberg] Big Tech’s Debt Binge Raises Risk in Race to Create an AI World

[CNBC] New York Fed President Williams sees room for ‘further adjustment’ to rates

[Yahoo/Fortune] Private credit deals see a rise in ‘Bad PIKs’ showing ‘cracks’ in the market for corporate debt

[CNBC] Japan announces $135 billion stimulus package, NHK reports, as Takaichi seeks to boost economy

[Yahoo/Reuters] Japan exports rise in October as slump in U.S. sales eases

[Yahoo/Bloomberg] Ukraine, European Allies Reject Key Parts of US-Russia Plan

[Axios] Trump’s full 28-point Ukraine-Russia peace plan

[AP] European leaders assure Ukraine of their support after US peace plan leaves them sidelined

[Bloomberg] Why So Much Is Riding on the Data Center Boom

[Bloomberg] US Inflation-Adjusted Earnings Growth Stalls as Job Market Cools

[Bloomberg] Key Takeaways From Bloomberg’s Look at Private Equity-Backed Life Insurers

[Bloomberg] Japan’s Takaichi Rejects China Demand to Retract Taiwan Remarks

[NYT] Anxiety Over A.I. Spending Returns to Global Markets

[NYT] Three Potential Factors Behind the Market Turmoil

[NYT] The A.I. Boom Has Found Another Gear. Why Can’t People Shake Their Worries?

[WSJ] Nvidia’s Best Wasn’t Enough to Prop Up a Wobbly Stock Market

[WSJ] The Middle Class Is Buckling Under Almost Five Years of Persistent Inflation

[WSJ] The Race to Refinance Makes Mortgages More Expensive for Everyone Else

[WSJ] Japan Approves $135 Billion Stimulus Shot to Help Households, Economy

[WSJ] Trump Peace Plan Demands Major Concessions From Ukraine

[FT] Tett: Behind the AI bubble, another tech revolution could be brewing

[FT] Europe races to respond to US-Russian Ukraine peace plan

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