MARKET NEWS / CREDIT BUBBLE DAILY

Sunday, November 30, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Sunday, November 30, 2025
Doug Noland Posted on November 30, 2025

[CNBC] Global week ahead: The start of a Santa Rally or more ‘bah humbug’?

[Axios] Young people forgo homeownership to invest in the stock market

[Axios] The retirement crisis is here

[Yahoo/Bloomberg] US Options Market Grapples With ‘Concentration Risk’ in Clearing

[Yahoo/Bloomberg] OPEC+ to Agree on Mechanism for Closely-Watched Capacity Review

[Yahoo/Bloomberg] China Factory Activity Slumps for Longest Stretch on Record

[Bloomberg] Black Friday Sales Rise, Signaling US Consumers’ Resilience

[Bloomberg] To Bond Investors, Some Emerging Markets Look Safer Than the US

[Bloomberg] NATO Is Preparing to Confront Russia With Limited US Support

[Bloomberg] Japan’s Finance Minister Says FX Moves Not Based on Fundamentals

[NYT] ‘The New Price of Eggs.’ The Political Shocks of Data Centers and Electric Bills

[NYT] Silicon Valley’s Man in the White House Is Benefiting Himself and His Friends

[WSJ] Data Centers Are a ‘Gold Rush’ for Construction Workers

[WSJ] Is America Heading for a Debt Crisis? Look Abroad for Answers

[WSJ] China Used to Be a Cash Cow for Western Companies. Now It’s a Test Lab.

[WSJ] Why Russia and China Are Sitting Out Venezuela’s Clash With Trump

[FT] ‘A full-blown crisis’: Americans brace for a surge in healthcare costs

[FT] Doge, crypto and the end of the lol era

[FT] OpenAI’s lead under pressure as rivals start to close the gap

[FT] China services activity hits three-year low while factory slump persists

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