MARKET NEWS / CREDIT BUBBLE DAILY

Wednesday, November 12, 2025

MARKET NEWS / CREDIT BUBBLE DAILY
Wednesday, November 12, 2025
Doug Noland Posted on November 12, 2025

[CNBC] S&P 500, Nasdaq gain as AMD leads tech trade comeback: Live updates

[AP] House returns for vote to end the government shutdown after nearly 2 months away

[CNBC] Tariffs thaw, rivalry simmers: U.S.–China trade truce enters uneasy phase

[CNBC] Mortgage demand from homebuyers hits highest level since September, despite rising interest rates

[Axios] Bessent says “substantial” relief imminent on coffee, fruit prices

[CNBC] AI stock boom leaves many behind, economist says: ‘It really widens the wealth and income gap’

[Yahoo/Reuters] White House explores rules that would upend shareholder voting, WSJ reports

[Yahoo/Reuters] Trump to host JP Morgan’s Dimon, other Wall Street CEOs at White House dinner

[Yahoo/Bloomberg] Japan’s Finance Chief Issues Fresh FX Warning as Yen Nears 155

[Yahoo/Bloomberg] China Deploys ‘Big Data’ in Crackdown on Overseas Trading Income

[Yahoo/Bloomberg] RBA Warns of Market Complacency Toward Rising Geopolitical Risks

[Axios] Influential study sees momentum ebbing on cutting global CO2 emissions

[Bloomberg] Car Loan Delinquencies Hit Record for Riskiest Borrowers

[Bloomberg] Private Companies Are Being Taken Over by Lenders at Brisk Pace

[Bloomberg] Hedge Fund Giants Are Muscling Into Red-Hot Private Markets

[Bloomberg] China’s Purchases of US Soybeans Stall Despite Trade Truce

[Bloomberg] Takaichi Says BOJ Policy Is Very Important for a Strong Economy

[Bloomberg] Australian Home Loans Soar to Record, Reinforcing RBA Pause

[NYT] Who Pays When A.I. Is Wrong?

[WSJ] The Fed Is Increasingly Torn Over a December Rate Cut

[WSJ] The AI Boom Is Looking More and More Fragile

[WSJ] America’s Chip Restrictions Are Biting in China

[WSJ] What the Looming Fall of a Ukrainian City Says About Putin’s War

[FT] How K-shaped is the economy, really?

[FT] Germany risks ‘squandering’ growth from debt bazooka, warn top advisers

[FT] Markets should pay heed to the affordability squeeze

[FT] Elliott seeks to reassure investors as long-term returns fall behind S&P 500

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