MARKET NEWS / CREDIT BUBBLE DAILY

Thursday, December 11, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Thursday, December 11, 2025
Doug Noland Posted on December 11, 2025

[CNBC] S&P, Nasdaq lower as Oracle results fail to stoke AI trade: Live updates

[CNBC] Oracle shares plummet over 12% in premarket, dragging down AI stocks

[Yahoo/Bloomberg] Bitcoin Dips Below $90,000 After Fed Cut Widens Stocks Split

[Yahoo/Bloomberg] Oracle Drops on Disappointing Cloud Sales, More AI Spending

[Reuters] US weekly jobless claims surge amid seasonal adjustment challenges

[Reuters] US September trade deficit lowest in more than five years as goods exports soar

[CNBC] Bessent to propose major overhaul of regulatory body created from financial crisis

[Axios] Wall Street prepares for a $3 trillion IPO gusher

[Reuters] AI bubble? Opinions divided on tech’s trillion dollar question

[Yahoo/Bloomberg] US Forces Seize Sanctioned Oil Tanker Off Venezuelan Coast

[Reuters] Over 30 sanctioned ships in Venezuela at risk after US tanker seizure

[Politico] ‘He’s going to be next’: Trump threatens Colombian president

[AP] Mexico’s Congress approves tariff hikes on imports from China and others

[AP] Zelenskyy will hold urgent talks with 30 countries as Trump pushes for swift peace deal with Russia

[Reuters] US bombers join Japanese jets in show of force after China–Russia drills, Tokyo says

[Reuters] Thailand and Cambodia keep fighting across contested border ahead of expected Trump calls

[Bloomberg] ‘Silent Dissents’ Reveal Growing Fed Resistance to Powell’s Cuts

[Bloomberg] Oracle Is Having Its Own ‘Code Red’ AI Moment

[Bloomberg] Axa Warns on Data Center ‘Gambles’ as Private Credit Risks Rise

[Bloomberg] BOE Governor Sees Signs AI is Starting to Boost Economies

[Bloomberg] Manhattan Rents Hit Record High as Mamdani Won Mayoral Election

[Bloomberg] China Vows to Stabilize Property Market as Crisis Deepens

[Bloomberg] China Launches Massive Aerial Drone Carrier in Show of Prowess

[NYT] Fed Divisions Underscore Challenge for Trump’s Next Chair

[NYT] Why Oracle Is Worrying Investors About the A.I. Boom

[WSJ] Fed’s Fractured Vote Signals Trouble Ahead for Future Rate Cuts

[WSJ] Oracle Can’t Escape OpenAI’s Shadow

[WSJ] AI Hackers Are Coming Dangerously Close to Beating Humans

[WSJ] Showdown Over Healthcare Vote Is a Sign of What’s to Come

[WSJ] For Trump, the Warner Megadeal Talks Are All About CNN

[WSJ] Crumbling Peace Deals Show Limits of Trump’s Approach to Ending Wars

[WSJ] China’s AI Power Play: Cheap Electricity From World’s Biggest Grid

[WSJ] U.S. Flies Bombers in High-Profile Show of Support for Japan

[FT] Beware rushing into private credit deals, warns Canadian pension giant

[FT] How China racked up a $1tn trade surplus

Stay Ahead of the Market
Receive posts right to your in box.
SUBSCRIBE NOW
Categories
RECENT POSTS
Thursday, December 11, 2025
Wednesday, December 10, 2025
Tuesday, December 9, 2025
Monday, December 8, 2025
Sunday, December 7, 2025
Saturday, December 6, 2025
Friday, December 5, 2025
Thursday, December 4, 2025
Double your ounces without investing another dollar!