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Credit Bubble Daily • Feb 04 2023
Saturday, February 4, 2023

[Reuters] China balloon soaring over U.S. deflates hopes for diplomatic thaw [AP] China balloon: Many questions about suspected spy in the sky [...]

Doug Noland Posted on Feb 4, 2023
Hard Asset Insights • Feb 04 2023
Seeing Through the Fog of War – February 3, 2023

Seeing Through the Fog of War HAI has long viewed the outbreak of consumer price inflation to 40-year highs as a consequential game changer for the [...]

Morgan Lewis Posted on Feb 4, 2023
Credit Bubble Weekly • Feb 04 2023
February 3, 2023: Powell is No Volcker

After beginning 1968 at 3.6%, (y-o-y) CPI jumped to 6.2% to end 1969. “Disinflation” took hold, with CPI down to 2.7% by June 1972. What had been [...]

Doug Noland Posted on Feb 4, 2023
Credit Bubble Daily • Feb 03 2023
Friday, February 3, 2023

  [CNBC] Stocks fall as hot January jobs number is likely to keep the Fed in hiking mode [CNBC] Treasury yields leap after much hotter jobs [...]

Doug Noland Posted on Feb 3, 2023
Credit Bubble Daily • Feb 02 2023
Thursday, February 2, 2023

[Yahoo/Bloomberg] Stocks Extend Fed Rally With ECB to Come: Markets Wrap [Reuters] Dollar plunges as Fed says disinflation now in play [...]

Doug Noland Posted on Feb 2, 2023
Credit Bubble Daily • Feb 01 2023
Wednesday, February 1, 2023

[Yahoo/Bloomberg] US Stocks Waver With Fed Rate Decision on Horizon: Markets Wrap [Yahoo/Bloomberg] Adani Stock Slump Worsens as Key Share Sale Fails [...]

Doug Noland Posted on Feb 1, 2023
Credit Bubble Daily • Jan 31 2023
Tuesday, January 31, 2023

[Yahoo/Bloomberg] US Stocks Waver as Earnings Roll In; Dollar Rises: Markets Wrap [Yahoo/Bloomberg] Adani Stock Rout Continues Despite Support From [...]

Doug Noland Posted on Jan 31, 2023
Credit Bubble Daily • Jan 30 2023
Monday, January 30, 2023

  [Yahoo/Bloomberg] US Stocks Drop as Rate Decisions Eyed; Bonds Fall: Markets Wrap [Yahoo/Bloomberg] Adani firms lose $65 billion in value as [...]

Doug Noland Posted on Jan 30, 2023
Credit Bubble Daily • Jan 29 2023
Sunday, January 29, 2023

[Yahoo/Bloomberg] Powell’s Narrow Path Would Avoid Routes Taken by Burns, Volcker [Yahoo/Bloomberg] FOMO-Fueled Tech Rally Steamrolls Over Pile of [...]

Doug Noland Posted on Jan 29, 2023
Hard Asset Insights • Jan 28 2023
The Next FOMC Meeting Could Be Historic – January 27, 2023

The Next FOMC Meeting Could Be Historic This week, HAI is being composed in the skies high above America—regrettably, in a plane with no Wi-Fi. A [...]

Morgan Lewis Posted on Jan 28, 2023
Credit Bubble Daily • Jan 28 2023
Saturday, January 28, 2023

[Yahoo/Bloomberg] Weaker Orders, Investment Underscore Ailing US Manufacturing [Yahoo/Bloomberg] Charting the Global Economy: Central Banks Hold as [...]

Doug Noland Posted on Jan 28, 2023
Credit Bubble Weekly • Jan 28 2023
January 27, 2023: Powell on Deck

Q4 GDP growth was reported at a stronger-than-expected 2.9% pace, down marginally from Q3’s 3.2% – but solid nonetheless. The Atlanta Fed’s [...]

Doug Noland Posted on Jan 28, 2023
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