MARKET NEWS / CREDIT BUBBLE DAILY

Monday, October 27, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Monday, October 27, 2025
Doug Noland Posted on October 27, 2025

[CNBC] Stocks rally on potential China trade truce: Live updates

[Yahoo/Bloomberg] Argentina Bonds Surge After Milei Landslide Win

[Yahoo/Bloomberg] Latest US-China Trade Truce Leaves Fundamental Issues Unresolved

[Yahoo/Bloomberg] Here Are the Key US-China Issues to Watch in Trump-Xi Summit

[Yahoo/Bloomberg] Trump Says He Won’t Resume Canada Trade Talks ‘For a While’

[CNBC] Bessent lists five finalists for Fed chair job and Trump says decision coming before the end of the year

[Yahoo/Reuters] Japan’s $550 billion package focuses on U.S. infrastructure, Lutnick tells Nikkei

[Reuters] More than 8,000 US flights delayed as air traffic control absences persist

[Reuters] Ahead of Trump-Xi meeting, China says bombers flew near Taiwan

[Reuters] Trump’s trade war: Tariff deadlines and key upcoming events

[Axios] Exclusive: OpenAI sees chance to reindustrialize U.S.

[Axios] Bird flu’s comeback raises fears about readiness

[CNBC] Sidelined Russia flexes muscle with missile launch — and Trump is not impressed

[Yahoo/Bloomberg] US Navy Helicopter and Fighter Jet in Separate South China Sea Crashes

[Reuters] Russia downs 34 Ukrainian drones targeting Moscow

[Bloomberg] China Asks US to Protect ‘Hard-Won’ Results Before Xi-Trump Meeting

[Bloomberg] AI Bubble? The Real Danger Is Tight Credit Spreads

[Bloomberg] US Firms Largely Avoid Price Hikes Despite Rising Costs, Survey Shows

[Bloomberg] Blackstone and Apollo Court Small-Time Investors They Used to Snub

[Bloomberg] South Korea’s Housing Market Is a ‘Ticking Bomb,’ President Says

[Bloomberg] Putin to Meet North Korea’s Foreign Minister as Military Ties Deepen

[NYT] Strains in Short-Term Markets Raise Urgency of Fed’s Balance Sheet Debate

[WSJ] Renters Have the Upper Hand. And They Are Probably Keeping It.

[WSJ] German Business Sentiment Rebounds on Brighter Hopes for Economy

[FT] US government debt burden on track to overtake Italy’s, IMF figures show

[FT] Silicon Valley called — the 1990s are back

[FT] Trump, Xi and the danger for Taiwan

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