MARKET NEWS / CREDIT BUBBLE DAILY

Tuesday, July 25, 2023

MARKET NEWS / CREDIT BUBBLE DAILY
Tuesday, July 25, 2023
Doug Noland Posted on July 25, 2023

[Yahoo/Bloomberg] Stocks Muted as Earnings Torrent Intensifies: Markets Wrap

[CNBC] Treasury yields climb as investors weigh interest rate decisions ahead

[Reuters] Oil prices steady near 3-month highs

[Yahoo/Bloomberg] Metals Buoyed by China Politburo But Actual Policy Still to Come

[Yahoo/Bloomberg] Wheat Hits Five-Month High After Russia Attacks Ukraine Port

[Yahoo/Bloomberg] Rice Risks Hitting Decade-High as Indian Curbs Rock Market

[Reuters] No happy dance in the cards as Fed ponders resilient US economy

[Yahoo/Bloomberg] Too Many Bulls Put US Stock Rally at Risk, Citi Says

[Reuters] Russia talks of retaliation after ‘Ukrainian drone strike’ near Moscow army HQ

[Yahoo/Bloomberg] China’s ‘Dovish’ Politburo Flags Rate Cuts, Property Easing

[Yahoo/Bloomberg] China Names Pan Gongsheng as New Central Bank Governor to Revive Economy

[Reuters] China replaces foreign minister Qin after brief stint and weeks of speculation

[Yahoo/Bloomberg] BOJ Set to Stick With Easing as Markets See Clock Ticking on YCC

[Yahoo/Bloomberg] ECB Hiking Sends Corporate Loan Demand Down Most on Record

[Yahoo/Bloomberg] Panic Buyers Load Up on Rice Supplies as India Bans Exports

[Yahoo/Bloomberg] Hot Oceans Are Fueling Weather Disasters Around the World

[Bloomberg] Who Wants to Keep Hiking Rates and Who Doesn’t? Breaking Down the Fed’s Views

[Bloomberg] Wall Street Is Bracing for a Fresh Deluge of Treasury Bills

[NYT] China’s New Central Banker Once Fixed a Crisis. He May Need to Again.

[NYT] Russian Attack Threatens Even Alternative Routes for Ukrainian Grain

[WSJ] The World Tied $3.5 Trillion-Plus of Debt to Inflation. The Costs Are Now Adding Up.

[WSJ] Why the Fed Isn’t Ready to Declare Victory on Inflation

[WSJ] Russian Jet Fighter Damages U.S. Drone Over Syria

[FT] More US retirement savers feel ‘off track’, BlackRock survey shows

[FT] UK to run up highest debt interest bill in developed world

[FT] Bank of Japan must respond to increasingly sticky inflation

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