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Credit Bubble Daily • Jul 25 2023
Tuesday, July 25, 2023

[Yahoo/Bloomberg] Stocks Muted as Earnings Torrent Intensifies: Markets Wrap [CNBC] Treasury yields climb as investors weigh interest rate decisions ahead [...]

Doug Noland Posted on Jul 25, 2023
Credit Bubble Daily • Jul 24 2023
Monday, July 24, 2023

[Yahoo/Bloomberg] Bonds Gain, Stocks Muted After Weak European Data: Markets Wrap [Yahoo/Bloomberg] Oil Steadies as Fed Rate Hike Weighed Against Tighter [...]

Doug Noland Posted on Jul 24, 2023
Credit Bubble Daily • Jul 23 2023
Sunday, July 23, 2023

[Yahoo/Bloomberg] Fed Readies Another Rate Hike in Pivotal Week for Central Banks [Yahoo/Bloomberg] Stock Market’s 2023 Surge Faces Fed Test Even as Profits [...]

Doug Noland Posted on Jul 23, 2023
Hard Asset Insights • Jul 22 2023
The Fog of Mania – July 21, 2023

The Fog of Mania For many months, HAI has been of the opinion that the current “goldilocks” environment is on borrowed time. Many market participants [...]

Morgan Lewis Posted on Jul 22, 2023
Credit Bubble Daily • Jul 22 2023
Saturday, July 22, 2023

[Reuters] Wall St Week Ahead Relentless U.S. stock rally faces Fed test [CNBC] American Airlines boosts pilot contract offer by $1 billion after United deal [...]

Doug Noland Posted on Jul 22, 2023
Credit Bubble Weekly • Jul 22 2023
July 21, 2023: Time for Resolve

Markets assume that a 25 bps rate increase at the FOMC’s meeting next Wednesday will wrap up the Fed’s tightening cycle. The rates market is pricing in [...]

Doug Noland Posted on Jul 22, 2023
Credit Bubble Daily • Jul 21 2023
Friday, July 21, 2023

[Yahoo/Bloomberg] Tech Stocks Pare Rebound; Treasuries Rise: Markets Wrap [Reuters] Oil climbs, fuelled by tighter supplies, China stimulus [Reuters] US [...]

Doug Noland Posted on Jul 21, 2023
Credit Bubble Daily • Jul 20 2023
Thursday, July 20, 2023

[Yahoo/Bloomberg] Nasdaq Slumps as Netflix Dents Tech Shine: Markets Wrap [Yahoo/Bloomberg] Wheat Soars After US Warns of Explosives at Ukrainian Sea Ports [...]

Doug Noland Posted on Jul 20, 2023
Credit Bubble Daily • Jul 19 2023
Wednesday, July 19, 2023

[Yahoo/Bloomberg] Bonds Rally After UK Inflation Cools; Pound Drops: Markets Wrap [Yahoo/Bloomberg] UK Bonds Lead Global Rally as Aggressive Rate-Hike Bets [...]

Doug Noland Posted on Jul 19, 2023
Credit Bubble Daily • Jul 18 2023
Tuesday, July 18, 2023

[Yahoo/Bloomberg] Bonds Rally as Rate-Hike Reprieve Comes Into View: Markets Wrap [Yahoo/Bloomberg] Gold Climbs as Bond Yields Fall After Comments by ECB [...]

Doug Noland Posted on Jul 18, 2023
Credit Bubble Daily • Jul 17 2023
Monday, July 17, 2023

[Yahoo/Bloomberg] Stocks Fall on China Slowdown; Bonds Rally: Markets Wrap [Reuters] Dollar hovers around 15-month low ahead of Fed, ECB meetings [...]

Doug Noland Posted on Jul 17, 2023
Credit Bubble Daily • Jul 16 2023
Sunday, July 16, 2023

[Yahoo/Bloomberg] Fed Open to Another Rate Hike After Expected Increase This Month [Reuters] Yellen ‘eager’ to work with China on debt, other [...]

Doug Noland Posted on Jul 16, 2023
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