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Credit Bubble Daily • Mar 23 2025
Sunday, March 23, 2025

[Yahoo Finance] The Fed’s preferred inflation gauge and tariff talk: What to know this week [Yahoo/Bloomberg] Sticky US Inflation and Tariffs Are Keeping [...]

Doug Noland Posted on Mar 23, 2025
Wealth Management News • Mar 22 2025
The Detox Period – March 21, 2025

The Detox Period While Jay Powell and the Federal Reserve met this week for their latest FOMC meeting, little has changed in HAI’s overall outlook. Financial [...]

Morgan Lewis Posted on Mar 22, 2025
Credit Bubble Daily • Mar 22 2025
Saturday, March 22, 2025

[CNBC] Trump says ‘there’ll be flexibility’ on reciprocal tariffs [Yahoo/Bloomberg] Fannie, Freddie Speculation Mounts on Bessent Remark On Sovereign [...]

Doug Noland Posted on Mar 22, 2025
Credit Bubble Weekly • Mar 22 2025
March 21, 2025: In Defense of the Constitution

Somehow, it staged a remarkable comeback. “Transitory” was spoken five times during the post-meeting press conference, twice by Chair Powell: “As I’ve [...]

Doug Noland Posted on Mar 22, 2025
Credit Bubble Daily • Mar 21 2025
Friday, March 21, 2025

[Yahoo/Bloomberg] Stocks Slip as Company Results Add to Tariff Gloom: Markets Wrap [Yahoo/Reuters] Gold set for third week of gains on global uncertainties, [...]

Doug Noland Posted on Mar 21, 2025
Credit Bubble Daily • Mar 20 2025
Thursday, March 20, 2025

[Yahoo/Bloomberg] US Stocks Drop as Fed’s Assurances Wear Off: Markets Wrap [Yahoo/Bloomberg] Oil Erases Gains as Traders Assess Fed Stance, Trump’s Rate [...]

Doug Noland Posted on Mar 20, 2025
Credit Bubble Daily • Mar 19 2025
Wednesday, March 19, 2025

[Yahoo/Bloomberg] Stocks Edge Higher as Traders Look to Fed: Markets Wrap [Yahoo/Reuters] Gold hovers near record high on safe-haven demand; Fed decision in [...]

Doug Noland Posted on Mar 19, 2025
Credit Bubble Daily • Mar 18 2025
Tuesday, March 18, 2025

[Yahoo/Bloomberg] US Stocks to Resume Slide as Growth Concerns Weigh: Markets Wrap [Yahoo/Bloomberg] Gold Climbs to Record on Fears for US Economy, Mideast [...]

Doug Noland Posted on Mar 18, 2025
Credit Bubble Daily • Mar 17 2025
Monday, March 17, 2025

[Yahoo/Bloomberg] Stocks Erase Losses After Retail Sales Data: Markets Wrap [Yahoo/Reuters] Gold Hovers Near Record as US Growth Concerns Fan Haven Demand [...]

Doug Noland Posted on Mar 17, 2025
Credit Bubble Daily • Mar 16 2025
Sunday, March 16, 2025

  [AP] Tornadoes, wildfires and blinding dust sweep across US as massive storm leaves at least 33 dead [AP] New Canadian Prime Minister Mark Carney seeks [...]

Doug Noland Posted on Mar 16, 2025
Wealth Management News • Mar 15 2025
Signal and Noise – March 14, 2025

Signal and Noise This was an important week in the wild world of markets. The broad market is suddenly down big, down hard, and down fast. Given the abrupt [...]

Morgan Lewis Posted on Mar 15, 2025
Credit Bubble Daily • Mar 15 2025
Saturday, March 15, 2025

[AP] Monster storm across the US sparks threat of tornadoes and fire, killing at least five people [Axios] Economic alarm bells are ringing everywhere [Yahoo [...]

Doug Noland Posted on Mar 15, 2025
Credit Bubble Weekly • Mar 15 2025
March 14, 2025: Q4 2024 Z.1 and the Start of Deleveraging

The thesis holds that a multi-decade super cycle Credit Bubble – over recent years succumbing to “terminal phase excess” – has turned [...]

Doug Noland Posted on Mar 15, 2025
Credit Bubble Daily • Mar 14 2025
Friday, March 14, 2025

[Yahoo/Bloomberg] Stocks Rise After Selloff; Gold Hits $3,000: Markets Wrap [Yahoo/Bloomberg] Gold Hits Fresh Record as US Economic Fears Stoke Haven Demand [...]

Doug Noland Posted on Mar 14, 2025
Credit Bubble Daily • Mar 13 2025
Thursday, March 13, 2025

[Yahoo/Bloomberg] Stock Futures Pare Drop as Inflation Print Soothes: Markets Wrap [Yahoo/Bloomberg] Oil Retreats as IEA Flags Trade War Risks to Global Demand [...]

Doug Noland Posted on Mar 13, 2025
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