MARKET NEWS / CREDIT BUBBLE DAILY

Monday, December 1, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Monday, December 1, 2025
Doug Noland Posted on December 1, 2025

[CNBC] Stocks fall to kick off December with tech stocks, bitcoin declining: Live updates

[CNBC] Bitcoin, ethereum fall sharply as crypto sell-off resumes

[Yahoo/Bloomberg] Bitcoin Plunges to Below $85,000 in Risk-Off Start to December

[Yahoo/Bloomberg] Silver Extends Record-Breaking Rally on Tight Global Supplies

[Yahoo/Bloomberg] Copper Holds Near Record High as Supply Fears Grip Global Market

[Yahoo/Bloomberg] Japan’s Two-Year Yield Hits Highest Since 2008 on Rate-Hike Bets

[Yahoo/Bloomberg] Oil Climbs After OPEC+ Reiterates Pause With Focus on Venezuela

[AP] Why Cyber Monday could break spending records despite economic uncertainty

[AP] Here’s why everyone’s talking about a ‘K-shaped’ economy

[Axios] Post-war borders dominated “intense” U.S.-Ukraine talks

[Reuters] BOJ to weigh ‘pros and cons’ of rate hike in December, governor Ueda says

[CNBC] China’s factory activity unexpectedly contracts in November, missing estimates, private survey shows

[Yahoo Finance] Famed short seller Jim Chanos sees risks in growing debt market backed by Nvidia’s AI chips: ‘There’s going to be debt defaults’

[The Hill] Hegseth in hot water over boat strike order

[Politico] EU tells Trump: You can’t pardon Putin for war crimes in Ukraine

[Reuters] China’s military firms struggle as corruption purge bites, report says

[Bloomberg] Private Credit ‘Hysteria’ Will Get Very Real Next Year

[Bloomberg] What AI Bubble? BNEF Outlook for Data Center Power Use Rises 36%

[Bloomberg] A Historic Housing Disconnect Is Forcing Prices Down

[Bloomberg] Ukraine Carries Out Record Attacks on Russia Oil Infrastructure

[Bloomberg] Taiwan Plans First Weapons Purchases for T-Dome to Counter China

[NYT] Where Do Fed Voters Stand on a December Rate Cut?

[NYT] Why Bonds Won’t Protect You From an AI Bubble

[WSJ] American Consumers Have Had It With High Car Prices

[WSJ] Rate Hikes Wouldn’t Put Brakes on Japan’s Economy, BOJ’s Ueda Says

[FT] Yen rises and bonds fall after BoJ governor hints at rate increase

[FT] How banks fuel the private credit boom

[FT] Nato considers being ‘more aggressive’ against Russia’s hybrid warfare

[FT] Trump, Xi, Putin and the strongman race

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