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Credit Bubble Daily • Mar 08 2021
Tuesday, March 9, 2021

[Yahoo/Bloomberg] U.S. Stocks Rise as Treasury Yields Halt Four-Day Climb [Reuters] Gold rebounds as dollar, U.S. yields pull back [Reuters] Oil prices rise on [...]

Doug Noland Posted on Mar 8, 2021
Credit Bubble Daily • Mar 07 2021
Monday, March 8, 2021

[Yahoo/Bloomberg] U.S. Stocks Fluctuate; Dollar Strengthens: Markets Wrap [CNBC] 10-year Treasury yield rises to 1.6% after Senate passes stimulus package [...]

Doug Noland Posted on Mar 7, 2021
Credit Bubble Daily • Mar 07 2021
Sunday, March 7, 2021

[Yahoo/Bloomberg] Saudi Stocks Lead Gulf Gains on Surging Oil Bets: Inside EM [CNBC] Senate passes $1.9 trillion Covid relief bill, House Democrats plan final [...]

Doug Noland Posted on Mar 7, 2021
Credit Bubble Daily • Mar 06 2021
Saturday, March 6, 2021

[Reuters] Democrats advance Biden’s $1.9 trillion COVID-19 bill in marathon Senate session [Reuters] Wall Street Week Ahead: Investors weigh how far tech [...]

Doug Noland Posted on Mar 6, 2021
Credit Bubble Weekly • Mar 06 2021
March 5, 2021: De-Risking/ Deleveraging at the Periphery

It was another unsettled week for notably synchronized global markets. The week began with a decent bout of hope. The S&P500 rallied 2.8% in Monday [...]

Doug Noland Posted on Mar 6, 2021
Hard Asset Insights • Mar 05 2021
Fed Starting to Lead Interest Rate Policy from the Rear – March 5, 2021

Fed Starting to Lead Interest Rate Policy from the Rear Bank of America is calling this, “a new era of volatility.” Bonds, stocks, commodities, precious [...]

Morgan Lewis Posted on Mar 5, 2021
Credit Bubble Daily • Mar 04 2021
Friday, March 5, 2021

[Yahoo/Bloomberg] Bond Yields Hit 1.6% on Jobs Data; Stocks Rise: Markets Wrap [Yahoo/Bloomberg] Global Credit Markets Stumble in One of This Year’s Worst [...]

Doug Noland Posted on Mar 4, 2021
Credit Bubble Daily • Mar 03 2021
Thursday, March 4, 2021

[Yahoo/Bloomberg] Stocks and Bonds Steady After Jobs Data: Markets Wrap [Reuters] Bond scares linger, investors look to Powell [Reuters] Oil strengthens on [...]

Doug Noland Posted on Mar 3, 2021
Credit Bubble Daily • Mar 02 2021
Wednesday, March 3, 2021

[Yahoo/Bloomberg] Stocks Decline as Treasuries Extend Rout: Markets Wrap [Reuters] Oil up as OPEC+ considers rollover rather than raising output [Reuters] [...]

Doug Noland Posted on Mar 2, 2021
Credit Bubble Daily • Mar 01 2021
Tuesday, March 2, 2021

[Yahoo/Bloomberg] U.S. Stocks Decline as Europe Shares Gain: Markets Wrap [Reuters] Wall Street heads for subdued start, on bond watch [Yahoo/Bloomberg] [...]

Doug Noland Posted on Mar 1, 2021
Hard Asset Insights • Mar 01 2021
Investors Move to Reduce Risk – February 27, 2021

Investors Move to Reduce Risk The predominant market theme for this week was the spike in the 10-year yield and its implications for risk assets. Stepping [...]

Morgan Lewis Posted on Mar 1, 2021
Credit Bubble Daily • Feb 28 2021
Monday, March 1, 2021

[Yahoo/Bloomberg] Stocks, Commodities Rally as Treasuries Slide: Markets Wrap [Yahoo/Bloomberg] Oil Powers Ahead as Critical OPEC+ Meeting Looms, Markets Rally [...]

Doug Noland Posted on Feb 28, 2021
Credit Bubble Daily • Feb 28 2021
Sunday, February 28, 2021

[AP] Biden team readies wider economic package after virus relief [Reuters] China’s factory activity expands at a slower pace in February, misses [...]

Doug Noland Posted on Feb 28, 2021
Credit Bubble Daily • Feb 27 2021
Saturday, February 27, 2021

[Reuters] Biden scores legislative win as House passes $1.9 trillion COVID-19 relief plan [Reuters] Investors jumping the gun as TIPS, futures flag early Fed [...]

Doug Noland Posted on Feb 27, 2021
Credit Bubble Weekly • Feb 27 2021
February 26, 2021: Paradigm Change

Ten-year Treasury yields closed out a tumultuous week at 1.41% bps, pulling back after Thursday’s spike to a one-year high 1.61%. Ten-year Treasury yields [...]

Doug Noland Posted on Feb 27, 2021
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