MARKET NEWS / CREDIT BUBBLE DAILY

Friday, October 3, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Friday, October 3, 2025
Doug Noland Posted on October 3, 2025

[CNBC] Stocks are little changed as AI trade drives market to fresh highs, shutdown grinds on: Live updates

[Yahoo/Bloomberg] Gold Set for Seventh Weekly Gain as US Shutdown Clouds Rate Path

[Yahoo/Bloomberg] Democrats Dismiss Trump Firing Threats as US Shutdown Drags On

[CNBC] Trump administration puts on hold $2.1 billion in Chicago infrastructure projects, Vought says

[Axios] Trump charts path to total control amid government shutdown

[Yahoo/Reuters] Bessent Sees China Progress as Soy Fight Echoes Rare-Earth Spat

[Yahoo/Reuters] AI startup valuations raise bubble fears as funding surges

[Yahoo/Bloomberg] Fed’s Use of Balance Sheet Wasn’t Unconventional, Says New York Fed’s Williams

[Yahoo/Bloomberg] BlackRock Nears $40 Billion Data Center Deal in Bet on AI

[Yahoo/Reuters] BOJ’s Ueda warns of global uncertainty, keep markets guessing on next hike

[Bloomberg] Dudley: Maybe the Fed Shouldn’t Be Cutting Interest Rates

[Bloomberg] Shutdown Gives Trump’s New Hatchet Man Chance to Shine

[Bloomberg] Subprime Credit Troubles Send Shares of Consumer Lenders Reeling

[Bloomberg] Gas Turbine Shortage Is Forcing Companies Back to Coal

[NYT] The Jobs Report That Wasn’t Leaves Economists Guessing

[NYT] A.I. Is Driving a Stock Market Rally in China, Too

[WSJ] Lawmakers From Both Sides Pressed Pentagon on Legal Basis for Drug Boat Strikes

[WSJ] Bank of Japan Still on Path to More Rate Hikes, Governor Says

[WSJ] Europe to Push Back as Illegal Drone Incursions Multiply

[FT] Tett: Investors could face a bonfire night surprise on Trump tariffs

[FT] Short seller Jim Chanos predicts more First Brands fiascos in private credit

[FT] Jeff Bezos hails AI boom as ‘good’ kind of bubble

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