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Wealth Management • Mar 09 2024
Tying the Knot – March 8, 2024

Tying the Knot They say love conquers all. As an expression of the truth of that statement, there is no new HAI this week. However, the lack of a new missive [...]

Morgan Lewis Posted on Mar 9, 2024
Credit Bubble Daily • Mar 09 2024
Saturday, March 9, 2024

[Reuters] Houthis target bulk carrier, US destroyers in Red Sea [Reuters] A Year Since SVB’s Tumult, NYCB Has Focus Back on Regional Banks [Yahoo/Bloomberg] [...]

Doug Noland Posted on Mar 9, 2024
Credit Bubble Weekly • Mar 09 2024
March 8, 2024: Q4 2023 Z.1: Bubble Confirmation

The Federal Reserve’s “Financial Accounts of the United States – Z.1” – where the rubber meets the road. Our quarterly read on systemic [...]

Doug Noland Posted on Mar 9, 2024
Credit Bubble Daily • Mar 08 2024
Friday, March 8, 2024

[Yahoo/Bloomberg] Record Stock Rally Pauses With US Jobs in View: Markets Wrap [Reuters] Gold hits fresh record, heads for best week in 5 months [Reuters] Oil [...]

Doug Noland Posted on Mar 8, 2024
Credit Bubble Daily • Mar 07 2024
Thursday, March 7, 2024

[Yahoo/Bloomberg] Stocks Climb, Traders Seek More Clues From Powell: Markets Wrap [Reuters] Gold extends record run as Fed’s Powell hints at rate cuts [...]

Doug Noland Posted on Mar 7, 2024
Credit Bubble Daily • Mar 06 2024
Wednesday, March 6, 2024

[Yahoo/Bloomberg] Stocks Rise as Traders Seek Rate Clues From Powell: Markets Wrap [Reuters] Oil up as OPEC+ cuts override China, US demand concerns [CNBC] [...]

Doug Noland Posted on Mar 6, 2024
Credit Bubble Daily • Mar 05 2024
Tuesday, March 5, 2024

[Yahoo/Bloomberg] Wall Street Hit by Tech Slide, Hawkish Fedspeak: Markets Wrap [Yahoo/Bloomberg] Gold Rises Close to Record as Fed Pivot, Risks Underpin [...]

Doug Noland Posted on Mar 5, 2024
Credit Bubble Daily • Mar 04 2024
Monday, March 4, 2024

[Yahoo/Bloomberg] Stocks Pause After Rally, Seek Rate-Cut Signals: Markets Wrap [Reuters] Gold hovers near two-month peak as bets build for June US rate cut [...]

Doug Noland Posted on Mar 4, 2024
Credit Bubble Daily • Mar 03 2024
Sunday, March 3, 2024

[Reuters] Yemen’s Houthis say they will continue sinking British ships [Yahoo/Bloomberg] Yemen’s Houthis blame UK and US for ‘glitch’ [...]

Doug Noland Posted on Mar 3, 2024
Wealth Management • Mar 02 2024
Goldilocks – Between a Rock and a Hard Place – March 1, 2024

Goldilocks—Between a Rock and a Hard Place The artificial intelligence (AI) themed, perpetual-Goldilocks inspired Wall Street bubble-bash continued to push [...]

Morgan Lewis Posted on Mar 2, 2024
Credit Bubble Daily • Mar 02 2024
Saturday, March 2, 2024

[Reuters] Rubymar cargo ship attacked by Houthis has sunk, Yemeni government says [Reuters] US makes its first Gaza aid airdrop amid fears of humanitarian [...]

Doug Noland Posted on Mar 2, 2024
Credit Bubble Weekly • Mar 02 2024
March 1, 2024: Speak Truth to Crazy

Before quickly moving on to March and beyond, posterity beckons for some documentation of an extraordinary February. For the month, Bitcoin surged $18,972 [...]

Doug Noland Posted on Mar 2, 2024
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