MARKET NEWS / CREDIT BUBBLE DAILY

Tuesday, October 21, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Tuesday, October 21, 2025
Doug Noland Posted on October 21, 2025

[CNBC] Stock little changed after major U.S. indexes rally to start the week: Live updates

[AP] Trump vows to reach a ‘fantastic deal’ with China after future meeting with Xi

[AP] Trump is going to Asia — what happens next is anyone’s guess

[Axios] AWS outage spotlights the global economy’s fragile foundations

[AP] Most Americans are concerned about higher health care costs next year, an AP-NORC poll finds

[Yahoo/Reuters] US banks hunting for collateral to back $20 billion Argentina bailout, WSJ reports

[Yahoo/WSJ] Data-Center Power Use to Become Major Antitrust Issue

[Reuters] Fall in China’s exports of rare earth magnets stokes supply chain fears

[Reuters] Concerned carmakers race to beat China’s rare earths deadline

[Yahoo/Reuters] Trump administration weighing Fannie, Freddie offering as soon as end-2025, FHFA director says

[AP] US and Australia sign critical-minerals agreement as a way to counter China

[Yahoo/Reuters] Japan’s next finance minister could unsettle yen bears

[Reuters] Europeans say Ukraine battle lines must be start point for talks, as Trump-Putin summit plans hit snags

[Politico] Ukraine’s allies rush to bolster Zelenskyy amid fears over Trump-Putin deal

[Bloomberg] Why Rare Earths Are China’s Trump Card in Trade War

[Bloomberg] BlackRock Says Insurers Expect to Keep Ramping Up Private Bets

[Bloomberg] AI Boom Transforms Utilities From Haven to Soaring Growth Stocks

[Bloomberg] UK Borrowing Overshoots by £7.2 Billion Before Key Budget

[Bloomberg] What Takaichi’s Historic Win as Prime Minister Means for Japan

[Bloomberg] Japan Shifts to the Right Under ‘Iron Lady’ Admirer Takaichi

[NYT] Shutdown With No Clear End Poses New Economic Threat

[NYT] Lower-Income Americans Are Missing Car Payments

[NYT] China Has Another Lever to Pull in Showdown With Trump: Factory Lines

[WSJ] Russia and Ukraine Are No Closer to Cease-Fire After Trump’s Pressure on Zelensky

[FT] BoE governor warns ‘alarm bells’ ringing over private credit market

[FT] Ukraine and allies call for peace deal based on current front lines

[FT] Trump-Putin summit in Budapest unsettles Europe

[FT] Silver’s history points to why it is back in record territory

[FT] Brazil’s corporate bond market rocked by credit concerns

[FT] Putin’s mesmeric sway on Trump

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