November 19 – Reuters (Francois Murphy and Paul Carrel): “Austria will become the first country in western Europe to reimpose a full COVID-19 lockdown, it [...]
Bloomberg Television’s Jonathan Ferro (November 12, 2021): “You wrote a scathing piece in the Financial Times this week. I want to start with a quote from [...]
More evidence this week of a historic mania running unchecked. 1999 was crazy, but at least that mania was relatively contained within Internet and technology [...]
Tesla’s market capitalization surpassed $1.1 TN this week, the first junk-rated company with a trillion-dollar valuation. Now the richest individual in the [...]
Please join Doug Noland and David McAlvany this coming Thursday, October 28th, at 4:00 pm Eastern/ 2:00 pm Mountain time for the Tactical Short Q3 recap [...]
Now that was wild. Let’s start with the Chinese developers. Indicative of the more troubled companies, Kaisa Group bond yields surged to almost 51% in [...]
Another big miss for non-farm payrolls, with September’s 194,000 jobs gain less than half the 500,000 forecast. But with the Unemployment Rate down to 4.8% [...]
August Personal Consumption Expenditures (PCE) inflation rose to 4.3% y-o-y, the largest gain in 30 years. The S&P CoreLogic National Composite Home Price [...]
It was a rather glaring warning. Yet it was, of course, taken as just another buying opportunity – a rather easy one at that. It seems to only get easier. [...]
Evergrande owes over $300 billion – to banks and non-bank financial institutions, domestic and international bond holders, suppliers and apartment buyers. It [...]
The Wall Street Journal ran with the headline “What if China’s Property Crackdown Goes Overboard Too?” for its Tuesday’s “Heard of the Street” [...]
China’s historic Bubble has been integral to CBB analysis for two decades. I’ve on a weekly basis chronicled how interconnected Chinese and the U.S. [...]
