MARKET NEWS / CREDIT BUBBLE DAILY

Wednesday, July 30, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Wednesday, July 30, 2025
Doug Noland Posted on July 30, 2025

[CNBC] S&P 500 little changed as traders digest strong GDP report, await Fed decision: Live updates

[Reuters] Oil pauses rally as markets weigh Trump’s ultimatum to Russia

[AP] Trump announces 25% tariff on India starting Aug. 1, unspecified penalties for buying Russian energy

[AP] Trump’s latest tariff deadline is approaching. Here are the trade deals the US has announced so far

[AP] US economy rebounds a surprisingly strong 3% in the second quarter

[Yahoo/Reuters] US private payrolls increase in July

[Yahoo/Reuters] US economic growth likely rebounded in Q2, but with weak underlying details

[CNBC] Mortgage demand drops to lowest level since May, as interest rates stall

[Reuters] Fed to hold rates steady despite Trump’s push for big cuts

[Axios] There’s a massive bipartisan housing bill moving forward in Congress

[NYT] What to Watch at the Federal Reserve’s July Meeting

[Bloomberg] Trump’s ‘Napkin’ Trade Deals Are Worry for SE Asia, Analyst Says

[Bloomberg] Microsoft, Meta Face Investor Scrutiny Over AI Spending Binge

[Bloomberg] Wall Street’s Big Loans to Emerging Markets Spark Risk Worries

[Bloomberg] China Prepares to Unseat US in Fight for $4.8 Trillion AI Market

[Bloomberg] Angry Farmers Vow to Fight If Korea Leader Bows to Trump Demands

[Bloomberg] ‘Dumb’ AI Bots Collude to Rig Markets, Wharton Research Finds

[Bloomberg] Japan Records Highest Temperature Ever as Heat Wave Lingers

[WSJ] Fed Governors Could Break Ranks as Trump Intensifies Powell Pressure

[WSJ] How China Is Girding for an AI Battle With the U.S.

[WSJ] In This Frothy Market, It’s Boom Times for Brokers Like Robinhood

[WSJ] China Politburo Holds off on Further Stimulus

[FT] What could a Trump appointee do at the Fed?

[FT] Will Mark Zuckerberg’s secret, multibillion-dollar AI plan win over Wall Street?

[FT] Donald Trump’s tariffs spread alarm among Brazilian farmers and ranchers

[FT] ‘Pervasive sense of fear’: China steps up exit bans as US tensions flare

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