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Credit Bubble Weekly • Mar 21 2020
March 20, 2020: Please Don’t Completely Destroy…

I’ve been dreading this. In the midst of all the policy responses to the collapse of the mortgage finance Bubble, I recall writing something to the effect: [...]

Doug Noland Posted on Mar 21, 2020
Hard Asset Insights • Mar 20 2020
“Is It Time to Buy?” – March 20, 2020

Here’s the news of the week – and how we see it here at McAlvany Wealth Management: “Is It Time to Buy?” Photo: Hedgeye.com We’d like to preface this [...]

Morgan Lewis Posted on Mar 20, 2020
Credit Bubble Daily • Mar 19 2020
Friday, March 20, 2020

[Reuters] Wall Street gains at the end of blistering week [Reuters] Markets gain as central banks, governments pour in cash [Reuters] Euro zone bond yields [...]

Doug Noland Posted on Mar 19, 2020
Credit Bubble Daily • Mar 18 2020
Thursday, March 19, 2020

[Reuters] Stocks fall again as recession fears rage on [Reuters] Dollar rules; ECB stimulus boosts bonds [Reuters] Credit markets flash red as coronavirus hits [...]

Doug Noland Posted on Mar 18, 2020
Credit Bubble Daily • Mar 17 2020
Wednesday, March 18, 2020

[Reuters] Stocks, oil sliding again in ‘irrevocably changed’ markets [Reuters] Italian bond yields jump, central bank intervention brings some calm [...]

Doug Noland Posted on Mar 17, 2020
Credit Bubble Daily • Mar 16 2020
Tuesday, March 17, 2020

[Reuters] Stocks higher after Wall Street’s steepest plunge since 1987 [Reuters] German Bund yields reach one-month high, French, Spanish sell-off [...]

Doug Noland Posted on Mar 16, 2020
Credit Bubble Daily • Mar 15 2020
Monday, March 16, 2020

[CNBC] S&P 500 drops 8%, triggers ‘circuit breaker’ trading halt even after the Fed cuts rates [Reuters] Stocks pounded as Fed’s aggressive rate [...]

Doug Noland Posted on Mar 15, 2020
Credit Bubble Daily • Mar 15 2020
Sunday, March 15, 2020

[Reuters] The plumbing behind world’s financial markets is creaking. Loudly [Reuters] Haven assets losing their mojo in virus-stricken market [Reuters] [...]

Doug Noland Posted on Mar 15, 2020
Hard Asset Insights • Mar 14 2020
Analyzing the Apocalypse – March 14, 2020

Here’s the news of the week – and how we see it here at McAlvany Wealth Management: Analyzing the Apocalypse This has been a week for the ages. Or the [...]

Morgan Lewis Posted on Mar 14, 2020
Credit Bubble Daily • Mar 14 2020
Saturday, March 14, 2020

[Reuters] Wall Street weekahead: Investors hope Fed can help calm markets as big rate cut expected [Reuters] World closes borders, restricts travel to contain [...]

Doug Noland Posted on Mar 14, 2020
Credit Bubble Weekly • Mar 14 2020
March 13, 2020: Loss of Moneyness

It was as if global markets pulled elements from the 1994 bond market dislocation, 1997’s Asian Bubble collapses, the 1998 Russian/LTCM fiasco, and the 2008 [...]

Doug Noland Posted on Mar 14, 2020
Credit Bubble Daily • Mar 12 2020
Friday, March 13, 2020

[Reuters] Stocks bounce back after pandemic-driven carnage [Reuters] World stocks rise on spending hopes, still  [Reuters] Nikkei plunges as much as 10% as [...]

Doug Noland Posted on Mar 12, 2020
Credit Bubble Daily • Mar 11 2020
Thursday, March 12, 2020

[Reuters] Stocks plummet after Trump bans travel from Europe to contain coronavirus blow [Reuters] Oil falls 7% as Trump surprises with travel ban [Reuters] [...]

Doug Noland Posted on Mar 11, 2020
Credit Bubble Daily • Mar 10 2020
Wednesday, March 11, 2020

[Reuters] Stocks wilt on growing doubts about U.S. virus response [Reuters] Dollar resumes descent against safe-haven currencies in volatile trade [Reuters] [...]

Doug Noland Posted on Mar 10, 2020
Credit Bubble Daily • Mar 09 2020
Tuesday, March 10, 2020

[Reuters] Stocks rebound as stimulus hopes calm recession worries [Reuters] Stock markets and oil markets bounce after brutal flooring [Reuters] Oil jumps 10% [...]

Doug Noland Posted on Mar 9, 2020
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