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Credit Bubble Daily • May 16 2024
Thursday, May 16, 2024

[Yahoo/Bloomberg] Stocks Hold Gains With Jobs, Fed Speakers in Focus: Markets Wrap [Yahoo/Bloomberg] Oil Dips in Range With US Inflation and Inventories in [...]

Doug Noland Posted on May 16, 2024
Credit Bubble Daily • May 15 2024
Wednesday, May 15, 2024

[Yahoo/Bloomberg] Stocks Gain After US Data: Markets Wrap [Yahoo/Bloomberg] Oil Trades in Narrow Range as IEA Trims 2024 Growth Forecast [Reuters] Fighting [...]

Doug Noland Posted on May 15, 2024
Credit Bubble Daily • May 14 2024
Tuesday, May 14, 2024

[Yahoo/Bloomberg] Stocks, Dollar Wait on US Data for Fresh Impetus: Markets Wrap [Yahoo/Bloomberg] Japanese Bond Yields Climb to Decade Highs on BOJ Policy [...]

Doug Noland Posted on May 14, 2024
Credit Bubble Daily • May 13 2024
Monday, May 13, 2024

[Yahoo/Bloomberg] Asian Stocks Rise on Reports of Chinese Bond Sale: Markets Wrap [Yahoo/Bloomberg] Oil Edges Higher in Tight Range as Traders Weigh China [...]

Doug Noland Posted on May 13, 2024
Credit Bubble Daily • May 12 2024
Sunday, May 12, 2024

[Reuters] Israel pushes back into northern Gaza, ups military pressure on Rafah [Yahoo/Bloomberg] Russia Says Residential Tower Hit After Volgograd Drone [...]

Doug Noland Posted on May 12, 2024
Wealth Management • May 11 2024
Do the Right Thing – May 10, 2024

Do the Right Thing This week, International Monetary Fund Managing Director Kristalina Georgieva observed a critical change in the global fiscal tide. [...]

Morgan Lewis Posted on May 11, 2024
Credit Bubble Daily • May 11 2024
Saturday, May 11, 2024

[AP] Solar storm hits Earth, producing colorful light shows across Northern Hemisphere [Reuters] Musk’s Starlink satellites disrupted by major solar [...]

Doug Noland Posted on May 11, 2024
Credit Bubble Weekly • May 11 2024
May 10, 2024: Citadel Securities vs. Jane Street

A week after Chair Powell encouraged the markets to keep running, run they did. The KBW Bank Index jumped 2.7% this week, the DJIA 2.2%, the S&P400 Midcaps [...]

Doug Noland Posted on May 11, 2024
Credit Bubble Daily • May 10 2024
Friday, May 10, 2024

[Yahoo/Bloomberg] Stocks Rally Pushes On With Fed Speakers in Focus: Markets Wrap [Yahoo/Bloomberg] Gold at more than two-week high on US rate-cut bets [...]

Doug Noland Posted on May 10, 2024
Credit Bubble Daily • May 09 2024
Thursday, May 9, 2024

[Yahoo/Bloomberg] Stocks, Bonds Slip as Traders Seek Fresh Impetus: Markets Wrap [Yahoo/Bloomberg] Oil Ticks Higher as Traders Digest Mixed US Inventory [...]

Doug Noland Posted on May 9, 2024
Credit Bubble Daily • May 08 2024
Wednesday, May 8, 2024

[Yahoo/Bloomberg] Stock Rally Hits Wall After Earnings Disappoint: Markets Wrap [Reuters] Dollar gains ground; subdued yen prompts Japan warning [...]

Doug Noland Posted on May 8, 2024
Credit Bubble Daily • May 07 2024
Tuesday, May 7, 2024

[Yahoo/Bloomberg] Stocks Gain on Bank Earnings, Rate Cut Optimism: Markets Wrap [Yahoo/Bloomberg] Global Bond Rally Faces Supply Test as US Refunding Kicks Off [...]

Doug Noland Posted on May 7, 2024
Credit Bubble Daily • May 06 2024
Monday, May 6, 2024

[Yahoo/Bloomberg] Stocks Rally as Confidence in Fed Wagers Grows: Markets Wrap [Yahoo/Bloomberg] Yen Wipes Out Friday’s Gain as Market Focus Returns to Yield [...]

Doug Noland Posted on May 6, 2024
Credit Bubble Daily • May 05 2024
Sunday, May 5, 2024

[Yahoo/Bloomberg] Yellen Counsels Caution on Currency Intervention After Yen Surge [Bloomberg] Souring Profit Outlooks Threaten S&P 500’s 20% Rally [...]

Doug Noland Posted on May 5, 2024
Wealth Management • May 04 2024
Stagflationary Winds – May 3, 2024

Stagflationary Winds Last week, HAI noted this author’s suspicion that inflation will not be the dominant driver of Fed policy. Instead, signs of a weakening [...]

Morgan Lewis Posted on May 4, 2024
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