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Credit Bubble Weekly • Mar 03 2017
March 3, 2017: Reality vs. The Neutral Rate

How about a cursory look at recent economic data: February’s 57.7 ISM Manufacturing reading was the strongest since August 2014. New Orders at 65.1 matched [...]

Doug Noland Posted on Mar 3, 2017
Credit Bubble Daily • Mar 02 2017
Friday, March 3, 2017

[Bloomberg] Reflation Rally Retrenches Before Yellen Weighs In: Markets Wrap [CNBC] Commerce Secretary Wilbur Ross to CNBC: We’ll be [...]

Doug Noland Posted on Mar 2, 2017
Credit Bubble Daily • Mar 01 2017
Thursday, March 2, 2017

[Reuters] Dollar rises, global stocks hold highs on March Fed rate hike bets [Bloomberg] Global Stock Rally Shifts to Asia After U.S. Highs: Markets Wrap [...]

Doug Noland Posted on Mar 1, 2017
Credit Bubble Daily • Feb 28 2017
Wednesday, March 1, 2017

[CNBC] Dow breaks above 21,000 as stocks hit all-time highs after Trump’s speech [Bloomberg] Focus Turns to Fed as Dollar Gains, Bonds Drop: Markets Wrap [...]

Doug Noland Posted on Feb 28, 2017
Credit Bubble Daily • Feb 27 2017
Tuesday, February 28, 2017

  [Bloomberg] Dollar Falls, Stocks Fluctuate Amid Economic Data: Markets Wrap [Bloomberg] U.S. Growth Pace Unrevised as Consumption, Investment Diverge [...]

Doug Noland Posted on Feb 27, 2017
Credit Bubble Daily • Feb 26 2017
Monday, February 27, 2017

[Bloomberg] U.S. Stocks, Dollar Fluctuate Before Trump Speech: Markets Wrap [Reuters] Asia stocks erase losses but some investors await Trump talk [Bloomberg] [...]

Doug Noland Posted on Feb 26, 2017
Credit Bubble Daily • Feb 26 2017
Sunday, February 26, 2017

[Bloomberg] Greece must not be granted a “bail in” that would involve creditors taking a loss on their loans [Reuters] China securities regulator [...]

Doug Noland Posted on Feb 26, 2017
Credit Bubble Daily • Feb 25 2017
Saturday, February 25, 2017

[Reuters] Record-setting stock rally faces test in Trump speech [Reuters] China summons reformer to tackle banking woes [Reuters] France’s Hollande fires [...]

Doug Noland Posted on Feb 25, 2017
Credit Bubble Weekly • Feb 24 2017
February 24, 2017: Risk On/Risk Off Face-off

The DJIA rose 11 straight sessions (“longest streak since the Reagan administration”) to end the week at a record 20,822. The S&P500 gained 0.7% this [...]

Doug Noland Posted on Feb 24, 2017
Credit Bubble Daily • Feb 24 2017
Friday, February 24, 2017

[Bloomberg] Stocks Sell Off as Gold Rises Before Trump Speech: Markets Wrap [Reuters] Exclusive: Trump calls Chinese ‘grand champions’ of currency [...]

Doug Noland Posted on Feb 24, 2017
Credit Bubble Daily • Feb 23 2017
Thursday, February 23, 2017

[Bloomberg] Dollar Slides as U.S. Stocks Pare Losses; Oil Up: Markets Wrap [CNBC] How Mnuchin’s comments dinged the dollar, pumped up the peso [...]

Doug Noland Posted on Feb 23, 2017
Credit Bubble Daily • Feb 22 2017
Wednesday, February 22, 2017

[Bloomberg] U.S. Stocks Fluctuate With Dollar as Bonds Advance: Markets Wrap [Bloomberg] Euro Hedging Costs Surge as Traders Respond to Political Risk [...]

Doug Noland Posted on Feb 22, 2017
Credit Bubble Daily • Feb 21 2017
Tuesday, February 21, 2017

[Bloomberg] U.S. Stocks Add to Records, Dollar Gains With Oil: Markets Wrap [Bloomberg] Goldman Sachs Warns U.S. Stocks Are Now Reaching Peak Optimism [...]

Doug Noland Posted on Feb 21, 2017
Credit Bubble Daily • Feb 19 2017
Monday, February 20, 2017

  [[Bloomberg] Unilever Dents Europe Stock Advance as Pound Rises: Markets Wrap [Bloomberg] French Bonds Slump as Political Campaign Still Seen Wide Open [...]

Doug Noland Posted on Feb 19, 2017
Credit Bubble Daily • Feb 19 2017
Sunday, February 19, 2017

[Bloomberg] European Bond Investors Seek Havens as Political Risks Increase [Bloomberg] Italy’s Renzi Quits as Party Leader, Triggers Re-Election Fight [...]

Doug Noland Posted on Feb 19, 2017
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