MARKET NEWS / CREDIT BUBBLE DAILY

Tuesday, December 2, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Tuesday, December 2, 2025
Doug Noland Posted on December 2, 2025

[CNBC] Stocks rebound as bitcoin bounces, tech stocks gain: Live updates

[Yahoo/Bloomberg] Crypto’s Retail Traders Hit Hard as Strategy ETFs Plunge 80%

[Yahoo/Bloomberg] The Fed Has Rarely Been So Divided Over Its Long-Term Plan for Interest Rates

[Yahoo/Reuters] US online spending surges to $44.2 billion during five-day holiday shopping, Adobe data

[Yahoo/Bloomberg] Big Tech’s ‘Spend Little, Earn Lots’ Formula Is Threatened By AI

[Axios] AI bubble a “key downside risk” to U.S. economy, OECD warns

[Reuters] Bank of England says AI, private credit and gilt repos pose increased risks

[Reuters] Trump’s push to end Ukraine war raises fears of ‘ugly deal’ for Europe

[AP] A third Russian tanker attacked in the Black Sea, Turkish authority says

[Yahoo/Bloomberg] Taiwan Confident Trump Will Allow Leader to Transit Through US

[Yahoo/Bloomberg] China-Japan Clash May Persist for a Year, Taiwan Minister Warns

[Reuters] China floods the world with gasoline cars it can’t sell at home

[Bloomberg] Biggest Hedge Funds Are Tapping Ultra-Cheap Leverage, BIS Finds

[Bloomberg] Bond Traders Don’t Trust Rachel Reeves

[Bloomberg] AI Cash Ignites a Boom for Multimillion-Dollar San Francisco Homes

[Bloomberg] Nearly Half of China Flights to Japan Cut in December, CCTV Says

[WSJ] Why Kevin Hassett Is Winning the Fed Chair Race Before It Has Ended

[WSJ] OpenAI’s Altman Declares ‘Code Red’ to Improve ChatGPT as Google Threatens AI Lead

[FT] In a crisis, Strategy stacks dollars

[FT] Rate cuts will end in leading economies next year, says OECD

[FT] Ukraine targets Russia’s shadow fleet as it steps up drone war

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