MARKET NEWS / CREDIT BUBBLE DAILY

Monday, August 25, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Monday, August 25, 2025
Doug Noland Posted on August 25, 2025

[CNBC] Stocks slip after Dow’s record close, traders await Nvidia earnings this week: Live updates

[Yahoo/Bloomberg] Bond Market’s Big Powell Rally Needs Supportive Data

[Yahoo/Bloomberg] Oil Edges Higher After Fed Signals Possible Interest Rate Cut

[Yahoo/Bloomberg] AI Disruption Fear Sparks Investor Scrutiny of Software Stocks

[Axios] Wall Street welcomes rate cuts but ignores the risks

[Reuters] World’s central bankers fear being caught in Fed’s storm

[Reuters] Intel warns US stake could hurt international sales, future grants

[Reuters] White House’s Hassett says U.S. could take stakes in other industries

[Yahoo/Bloomberg] Bubble Risks Grow as China’s Bull Run Defies Economy Angst

[Yahoo/Bloomberg] China Steps Up Property Market Support With Shanghai Easing

[Reuters] Exclusive: China’s new mega dam triggers fears of water war in India

[Bloomberg] NEC’s Hassett Sees Fed Chair Pick Taking ‘Another Few Months’

[Bloomberg] Junk Yields Fall to 40-Month Low Fueling Best Gains Since May

[Bloomberg] AI Is Booming. So Are Household Electricity Bills.

[Bloomberg] Dollar Basis Premium Hints at Weakening Appetite for Treasuries

[Bloomberg] There Are Now More ETFs in US Than There Are Individual Stocks

[Bloomberg] Cars Are So Expensive That Buyers Need Seven-Year Loans

[Bloomberg] Trump Threatens NBC, ABC Licenses Over News Coverage

[Bloomberg] China Ramps Up Longer-Term Cash Boost With Bonds Under Pressure

[Bloomberg] PBOC Strengthens Yuan Fixing by Most Since January After Powell

[NYT] The Real Reason Americans Worry About Trade

[NYT] 5 Years On, China’s Property Crisis Has No End in Sight

[NYT] This Is the End of China’s Once Mightiest Property Firm

[WSJ] How a Historic Immigration Drop Is Changing the Job Market

[WSJ] What Record Margin Debt Tells Us About Today’s Stock Market

[WSJ] Trump’s Intel Move Blurs Party Lines on Economic Intervention

[FT] Wall Street’s September Fed rate cut bets still hinge on economic data

[FT] China has laid a rare earths trap for the west

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