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Credit Bubble Weekly • Dec 05 2020
December 4, 2020: Monetary Disorder In Extremis

November non-farm payrolls gained 245,000, only about half the mean forecast – and down from October’s 610,000. It was the weakest job growth since [...]

Doug Noland Posted on Dec 5, 2020
Hard Asset Insights • Dec 04 2020
The Markets Grow Hopeful – December 4, 2020

The Markets Grow Hopeful As optimism grows around the rapid approval and distribution of a COVID-19 vaccine, the markets grow increasingly confident. They [...]

Morgan Lewis Posted on Dec 4, 2020
Credit Bubble Daily • Dec 03 2020
Friday, December 4, 2020

[Yahoo/Bloomberg] Stocks Higher After November Jobs Report: Markets Wrap [Reuters] Dollar hits two-and-a-half-year low on risk-on trades, shares buoyant [CNBC] [...]

Doug Noland Posted on Dec 3, 2020
Credit Bubble Daily • Dec 02 2020
Thursday, December 3, 2020

[Yahoo/Bloomberg] Global Stocks Edge Up to Record Highs; Dollar Dips: Markets Wrap [Reuters] S&P 500 flat as vaccine cheer offsets high jobless claims [...]

Doug Noland Posted on Dec 2, 2020
Credit Bubble Daily • Dec 01 2020
Wednesday, December 2, 2020

[Yahoo/Bloomberg] U.S. Stocks Dip; Pound Slides on Brexit Angst: Markets Wrap [Reuters] Dollar clambers off two-and-a-half-year low, risk currencies take [...]

Doug Noland Posted on Dec 1, 2020
Credit Bubble Daily • Nov 30 2020
Tuesday, December 1, 2020

[Yahoo/Bloomberg] Stocks Bounce Back; Dollar Slips: Markets Wrap [Reuters] After 4.2 million COVID-19 cases in November, U.S. pins hope on vaccine [CNN] Biden [...]

Doug Noland Posted on Nov 30, 2020
Credit Bubble Daily • Nov 29 2020
Monday, November 30, 2020

[CNBC] Stocks fall as Wall Street is set to wrap up a historic November [Reuters] Shares take a breather after stellar month, China data upbeat [...]

Doug Noland Posted on Nov 29, 2020
Credit Bubble Daily • Nov 29 2020
Sunday, November 29, 2020

[CNBC] Congress stalled on stimulus talks and time is running out as millions face a ‘benefits cliff’ [CNBC] Black Friday shopping in stores craters 52% [...]

Doug Noland Posted on Nov 29, 2020
Credit Bubble Daily • Nov 28 2020
Saturday, November 28, 2020

[AP] With no action by Washington, states race to offer virus aid [CNBC] Los Angeles issues stay-home order as coronavirus cases surge out of control [Yahoo] [...]

Doug Noland Posted on Nov 28, 2020
Hard Asset Insights • Nov 28 2020
Feeling More Secure, Investors Take On More Risk – November 27, 2020

Feeling More Secure, Investors Take On More Risk As we digest our Thanksgiving turkey, we are also digesting what has become a significant market rotation. At [...]

Morgan Lewis Posted on Nov 28, 2020
Credit Bubble Weekly • Nov 28 2020
November 27, 2020: Pondering the New Treasury Secretary

The U.S. Goods Trade Deficit jumped to a then record $76 billion back in July 2008. A few short months later, financial chaos unleashed the “great [...]

Doug Noland Posted on Nov 28, 2020
Credit Bubble Daily • Nov 26 2020
Friday, November 27, 2020

[Reuters] Stocks edge higher after Thanksgiving holiday [Yahoo/Bloomberg] Caution Sets in for Stock Market; Treasuries Climb: Markets Wrap [Reuters] Dollar [...]

Doug Noland Posted on Nov 26, 2020
Credit Bubble Daily • Nov 25 2020
Thursday, November 26, 2020

[Yahoo/Bloomberg] Stock Rally Pauses as European Cyclicals Retreat: Markets Wrap [Reuters] World shares hold close to record highs; U.S. markets close for [...]

Doug Noland Posted on Nov 25, 2020
Credit Bubble Daily • Nov 24 2020
Wednesday, November 25, 2020

[AP] Global stocks edge lower after Dow crests 30,000 [Reuters] Dollar under pressure as risk appetite stages a comeback [Yahoo/Bloomberg] Stocks on Track for [...]

Doug Noland Posted on Nov 24, 2020
Credit Bubble Daily • Nov 23 2020
Tuesday, November 24, 2020

[Reuters] Stocks rise as Biden transition, vaccine progress lift confidence [Yahoo/Bloomberg] Cyclicals Lead Global Stocks Higher; Dollar Drops: Markets Wrap [...]

Doug Noland Posted on Nov 23, 2020
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