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Credit Bubble Weekly • Dec 17 2022
December 16, 2022: Credit Downturn Acceleration

Interesting week. The FOMC statement and “dot plot” were viewed as somewhat more hawkish than expected. In his press conference, it was a solid “Balanced [...]

Doug Noland Posted on Dec 17, 2022
Credit Bubble Daily • Dec 16 2022
Friday, December 16, 2022

[Yahoo/Bloomberg] Equity Selloff Deepens as Recession Fears Grow: Markets Wrap [Reuters] Stock, bonds stung by hawkish central banks [Reuters] Oil falls, still [...]

Doug Noland Posted on Dec 16, 2022
Credit Bubble Daily • Dec 15 2022
Thursday, December 15, 2022

[Yahoo/Bloomberg] Equities Selloff Deepens as ECB Adds to Fed Gloom: Markets Wrap [Yahoo/Bloomberg] ECB Delivers Smaller Hike While Confirming Bond Retreat in [...]

Doug Noland Posted on Dec 15, 2022
Credit Bubble Daily • Dec 14 2022
Wednesday, December 14, 2022

[Yahoo/Bloomberg] US Stocks Swing Before Fed’s Final Hurrah of 2022: Markets Wrap [Yahoo/Bloomberg] Oil Steadies After Two-Day Rally Ahead of Fed Rate [...]

Doug Noland Posted on Dec 14, 2022
Credit Bubble Daily • Dec 13 2022
Tuesday, December 13, 2022

[Yahoo/Bloomberg] Stocks Soar, Bonds Rally After CPI Data: Markets Wrap [Yahoo/Bloomberg] Oil Extends Gains as China Signals Further Easing of Covid Rules [...]

Doug Noland Posted on Dec 13, 2022
Credit Bubble Daily • Dec 12 2022
Monday, December 12, 2022

[Yahoo/Bloomberg] US Stocks Rise With Central-Bank Moves in Focus: Markets Wrap [Yahoo/Bloomberg] China Stocks Slide as Traders Take Profit After Sharp Recent [...]

Doug Noland Posted on Dec 12, 2022
Credit Bubble Daily • Dec 11 2022
Sunday, December 11, 2022

[Yahoo/Bloomberg] Credit Market Investors are Watching for a Federal Reserve Pivot [NPR] Authorities are urging indoor masking in major cities as the [...]

Doug Noland Posted on Dec 11, 2022
Hard Asset Insights • Dec 10 2022
An Object in Motion – December 9, 2022

An Object in Motion In a week light on macroeconomic data and void of any Fed speakers, markets still adopted a decidedly defensive posture. The S&P 500 [...]

Morgan Lewis Posted on Dec 10, 2022
Credit Bubble Daily • Dec 10 2022
Saturday, December 10, 2022

[Reuters] Wall St Week Ahead U.S. stock rally faces gauntlet of CPI data, Fed meeting [Reuters] Analysis: U.S. financial conditions have eased. So far the Fed [...]

Doug Noland Posted on Dec 10, 2022
Credit Bubble Weekly • Dec 10 2022
December 9, 2022: Blackstone, Inflection Points and the Z.1

I’ve been eagerly anticipating the Fed’s Q3 Z.1 report. As expected, Credit growth slowed somewhat. At a seasonally-adjusted and annualized (SAAR) $3.284 [...]

Doug Noland Posted on Dec 10, 2022
Credit Bubble Daily • Dec 09 2022
Friday, December 9, 2022

[Yahoo/Bloomberg] Stocks Erase Gains Amid Hot Inflation Data: Markets Wrap [Reuters] Oil set for 10% weekly drop as demand worries dominate [CNBC] Wholesale [...]

Doug Noland Posted on Dec 9, 2022
Credit Bubble Daily • Dec 08 2022
Thursday, December 8, 2022

[Yahoo/Bloomberg] US Stocks Climb; Treasuries Rally Stalls: Markets Wrap [Yahoo/Bloomberg] Yuan Faces Reality Check After China Reopening-Driven Rally [...]

Doug Noland Posted on Dec 8, 2022
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