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Wealth Management • Jan 06 2024
Transitory Goldilocks + De-dollarization = a Golden 2024

Transitory Goldilocks + De-dollarization = a Golden 2024 Welcome to the new year, beloved HAI readers. It promises to be a doozy. History generally suggests [...]

Morgan Lewis Posted on Jan 6, 2024
Credit Bubble Daily • Jan 06 2024
Saturday, January 6, 2024

[Reuters] Wall St Week Ahead High market hopes raise stakes as US stocks face inflation data, earnings [AP] Hezbollah fires rockets at Israel in ‘initial [...]

Doug Noland Posted on Jan 6, 2024
Credit Bubble Weekly • Jan 06 2024
January 5, 2024: Issues 2024

As my thoughts turned this week to “Issues 2024,” my mind returned to the great American economist Hyman Minsky (1919-1996). The dynamic evolution of [...]

Doug Noland Posted on Jan 6, 2024
Credit Bubble Daily • Jan 05 2024
Friday, January 5, 2024

[Yahoo/Bloomberg] Bonds, Stocks Extend Retreat After Strong US Jobs Data: Markets Wrap [Yahoo/Bloomberg] Oil Set for Weekly Gain as Supply Risks Outweigh Weak [...]

Doug Noland Posted on Jan 5, 2024
Credit Bubble Daily • Jan 04 2024
Thursday, January 4, 2024

[Yahoo/Bloomberg] Bonds Selloff Resumes; US Dollar Steadies: Markets Wrap [Yahoo/Bloomberg] Yen Falls as Earthquake Raises Bar for BOJ to End Negative Rates [...]

Doug Noland Posted on Jan 4, 2024
Credit Bubble Daily • Jan 03 2024
Wednesday, January 3, 2024

[Yahoo/Bloomberg] Bonds, Stocks Extend New Year Drop Before US Data: Markets Wrap [Reuters] Global shares slip again as rate cut euphoria fades [...]

Doug Noland Posted on Jan 3, 2024
Credit Bubble Daily • Jan 02 2024
Tuesday, January 2, 2024

[Yahoo/Bloomberg] Nasdaq Drops 1%, Bonds Retreat After Rally: Markets Wrap [Yahoo/Bloomberg] Global Bonds Start Year on Back Foot as Traders Pare Easing Bets [...]

Doug Noland Posted on Jan 2, 2024
Credit Bubble Daily • Jan 01 2024
Monday, January 1, 2024

[Reuters] Powerful earthquake slams Japan, residents flee some coastal areas [Yahoo/Bloomberg] Strong Earthquake Hits Northwestern Japan, Destroying Homes [...]

Doug Noland Posted on Jan 1, 2024
Credit Bubble Daily • Dec 31 2023
Sunday, December 31, 2023

[Reuters] Houthi militants attack container ship, Maersk halts Red Sea sailing [AP] Houthis show no sign of ending ‘reckless’ Red Sea attacks as trade [...]

Doug Noland Posted on Dec 31, 2023
Wealth Management • Dec 30 2023
Happy New Year! – December 29, 2023

Happy New Year! With just a few short days before the New Year, HAI would like to wish all readers the happiest of happy New Year’s Eve festivities and a [...]

Morgan Lewis Posted on Dec 30, 2023
Credit Bubble Daily • Dec 30 2023
Saturday, December 30, 2023

[Reuters] Air strikes hit Iran-backed militia facilities, truck convoy in Syria [Yahoo/Bloomberg] Charting the Global Economy: Maritime Attacks Drive Up Costs [...]

Doug Noland Posted on Dec 30, 2023
Credit Bubble Weekly • Dec 30 2023
December 29, 2023: 2023 Year in Review

I’ll be frank. This “Year in Review” piece just lacks the pizzazz of other publications. For example, the New York Times’ “A Look Back at the Top [...]

Doug Noland Posted on Dec 30, 2023
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