MARKET NEWS / CREDIT BUBBLE DAILY

Monday, December 29, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Monday, December 29, 2025
Doug Noland Posted on December 29, 2025

[CNBC] S&P 500 declines as investors take profit on tech stocks into final stretch of 2025: Live updates

[Reuters] The tenuous peace between Trump and the $30 trillion US bond market

[Axios] Powerful winter storm disrupts U.S. holiday season travel

[Axios] Charting the chaos: These stories captured America’s attention in 2025

[CNBC] From data center spas to servers in space: How the energy crunch is reshaping cloud computing

[Reuters] Trump-Zelenskiy talks yield no progress on Ukraine-Russia territorial issues

[Yahoo/Bloomberg] Zelenskiy Asked Trump for 50-Year Security Guarantee for Ukraine

[Reuters] China stages record drills designed to encircle Taiwan

[Axios] “Stern warning”: China’s military holds live drills around Taiwan

[Yahoo/Bloomberg] Xi’s Triumphant Year Staring Down Trump Belies Troubles in China

[Bloomberg] Trump Claims US Strike on ‘Big Facility’ Inside Venezuela

[Bloomberg] Publicly Traded Private-Credit Funds Set for Worst Year Since 2020

[Bloomberg] ‘It’s Revenge of the Banks’ as Private Creditors Lose Their Edge

[Bloomberg] Why Silver Price Has Been Surging Even More Than Gold

[Bloomberg] The 11 Big Trades of 2025: Bubbles, Cockroaches and a 367% Jump

[Bloomberg] Last Bastion for Cheap Beef Fades in Latest Affordability Threat

[Bloomberg] Every Wall Street Analyst Now Predicts a Stock Rally in 2026

[Bloomberg] The Dollar’s Exorbitant Privilege Is on Borrowed Time

[Bloomberg] BOJ Summary Signals Real Rates Still Low, Pointing to More Hikes

[NYT] How Kevin Hassett Became a Trump Loyalist and Fed Chair Contender

[WSJ] How Investors Are Preparing for a New Fed

[WSJ] Be Prepared to Keep Paying More for Electricity

[WSJ] Bank of Japan’s Meeting Summary Points to Further Rate Increases

[WSJ] Chinese Military Drills Send ‘Stern Warning’ After U.S. Arms Sales to Taiwan

[FT] AI start-ups amass record $150bn funding cushion as bubble fears mount

[FT] Donald Trump and Volodymyr Zelenskyy talks fail to deliver breakthrough on Ukraine peace deal

[FT] China signals tolerance for stronger renminbi

[FT] China launches military drills around Taiwan

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