MARKET NEWS / CREDIT BUBBLE DAILY

Sunday, November 2, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Sunday, November 2, 2025
Doug Noland Posted on November 2, 2025

[Yahoo Finance] Fed fallout, missing jobs numbers, and a busy earnings calendar: What to watch this week

[Yahoo/Bloomberg] AI Rally and Volatility Define Stock Run Since Trump’s Return

[AP] Tariffs are Trump’s favorite foreign policy tool. The Supreme Court could change how he uses them

[Yahoo/Fortune] In private credit, banks are ‘quietly preparing for some distress on the horizon’ by requiring ever-stricter legal terms for debt-ridden companies

[Axios] China has been an “unreliable partner”, Bessent says

[Yahoo/Bloomberg] China to suspend some rare earth curbs, probes on US chip firms

[Yahoo/Reuters] Australia’s home prices surge by most in over two years in October

[Bloomberg] The Ranks of Corporate Zombies Are Growing: Credit Weekly

[Bloomberg] Investors Eye Quick-Twitch Quant Strategies to Handle Next Shock

[Bloomberg] Troubled Nations Mount Comeback to Debt Markets Amid Yield Hunt

[Bloomberg] China Hits Out at Japan’s Takaichi for Meeting Taiwan’s Lin

[NYT] Will Trump’s Tariff Deal Tilt the Playing Field Back Toward China?

[NYT] Putin Brandishes Menacing Nuclear Weapons as Talks With U.S. Falter

[WSJ] China Is Filling Up Its Oil Reserves Fast

[FT] Private capital zombie firms will pile up in next decade, says EQT chief

[FT] US accused of ‘bully-boy’ tactics to sink climate deal

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